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how that's affecting spending plans and sales cycles across the different customer sets
you're sitting now on $8 billion worth of cash and equivalents on the balance sheet. So maybe just an update on how you prioritize uses of cash
the pace of transition away from InfiniBand towards Ethernet and maybe some of the bigger differentiators that are helping you win
what you're seeing and hearing, specifically from enterprise customers on the AI front? And how meaningful it is for your business today
the guide implies a step down to between 67% to 68%. I'm wondering maybe what informs that view