Loading…
Loading…
what are the puts and takes of is it bottlenecks in terms of their building? Is it like, what would make or break kind of whether those become two new kind of 10% customers
what are you seeing in terms of just like how the front-end network upgrades are happening maybe versus where your expectations were
do you attribute some of the upside that you're seeing this year towards starting to see front-end upgrades maybe quicker than expected
you've kind of had this $1.5 billion kind of AI target for 2025. And just wondering, is the capability of that more dependent on kind of the tariffs
DeepSeek and just as you think about kind of this 1:1 ratio you've talked about on back end versus front end, how you kind of see that changing
any demonstrable kind of change to demand or forward ordering that you saw as a result of that
how evolved is that enterprise appetite for investment? Or when do you think that, that kind of enterprise AI story takes off
is the kind of upside that you're seeing to some of these AI orders coming from kind of scale across strength or is it just coming from deepening engagement
any commentary around DRAM pricing has certainly become more elevated, just how you guys are thinking about that in terms of the gross margin
how are you looking at growth outlook there as you have some kind of new products and old products cascading in
new CFO priorities. Would be great to kind of level set
what are you seeing in terms of customer buying behavior right now, just given the uncertainty kind of with some of the tariffs
any commentary around public sector and federal kind of around the same questions
what you are seeing from customers on kind of propensity, to spend clearly a very good quarter
how are you seeing, kind of strength broaden out to the campus portfolio