Tim Arcuri

is the message that you could do like $10 billion in system sales

on a pro forma basis, that actually is growing because you're taking the 200-millimeter equipment business

is the add-back not going to be more than 600? And in fiscal Q1, like are you taking slots away from the other customers

what you think the total business will grow for this year? And then my question is, most of the other companies expect WFE to be pretty first half-weighted

do you think you gained WFE share? That's the first question. And then how do you kind of assess, Gary, headwind from these

Can you give us a sense maybe of the other pieces? And then also, can you give us a sense of how, you know, data center GPU is gonna ramp through the year?

can you give us maybe some anecdotes of how this has influenced your position in the market with other customers?

Is that going to be a material portion of the revenue you're going to recognize for MI355 in the back half of the year?

Can you get to, say, $7 billion for the year? And can you give us some -- maybe a milepost on what you're assuming for Q3?

you said that data center GPU grew significant double digit, but it was like $600 million last March.

Is that just due to ZT or is there something else happening there

wondering if you still think that the server CPU business can grow in line with that core kind of mid-to-high teens.

Jean can you just give us a sense of where data center GPU came in for December?

should we think about that pulling gross margin down like 500 basis points roughly as these racks begin to ship? And I guess part of that, Hock, is there some like floor to the gross margin

UALink, which, of course, you left. And now there's the big GPU company opening up NVLink, and they're both trying to build ecosystems, and there's an argument that you're an ecosystem of one

do these four new customers, do they add to that seven million unit number?

what do you define as like success in that business? I think prior to you arriving, the mantra was sort of to be #2 -- the #2 foundry player by 2030

I'm wondering if you can kind of pro forma that for us like if you could meet all the demand, what would the kind of unconstrained guidance be for March?

you didn't give an update last call on Diamond Rapids launch date. I know the whole road map is under review, but you did sound -- the company sounds fairly optimistic about Coral Rapids

I'm wondering -- and this is probably a hard question to ask -- to answer, but I wonder if you could maybe just kind of fast forward a bit and say like what would gross margin be if you were off of...

Could you take like $5 billion out of gross CapEx next year? If you can give some sense on that

if I'm an outside customer and I'm looking at your road map and I see this hedging on 14A, why would I engage?

How do you think about that? And how can you update us on sort of what you're tracking?

Can you help us with sort of what a clean number is for March? You guided 36%, but that was supposed to have some COGS headwinds

can you just sort of level set us for kind of how to think of the incrementals from here?

you took the CapEx to the low end, but there's $1.2 billion outflow that's in the financing section

Did the market downtick, or did stuff pull in?

I think you meant the back half of the year. Is that a half on half comment?

can you give us RPO? I know it was $7.9 billion last quarter. Where did it end this quarter?

But even to get down 10%, I have to have China down like $250 million Q-on-Q in December. Is that the right number

can you give us RPO?

you were thinking up 10% for the year, but you seem to be running ahead of that?

it implies back half systems is down like 15% half-on-half. That's a lot. So do you take issue with that math?

why stop reporting RPO midyear? Was it like causing the problem?

Bren, can you give us RPO? It was supposed to be up. Can you give us the number?

what about EPC? It was up a lot this quarter. It grew a lot in, well, it didn't grow that much, but it grew a lot in Q4

you're guiding, you know, WFE to a 135 this year. I mean, if we use semiconductor revenue and you assume sort of a normal WFE in number, seems like could get to, like, a 150. So maybe the constrain...

the incremental 4 to 500,000,000, where did that come from? It sounds like maybe a little bit of it pulled in from the first half of next year.

do you think that December revenue is down as well just like gross margin? Or do you think it's pretty flat?

you made a comment on the call that you're, I think you said, quote, taking steps to limit the impact of tariffs. Can you talk about that?

Doug, can you speak about the gross margin? The guidance is pretty good. And you talked about

You are going to generate, I do not know, $35,000,000,000 to $40,000,000,000 in free cash flow

is it fair to say that there is a mechanism in these SCAs that would limit your gross margin on the downside

So you took it up to $20 billion net

I wanted to ask you about customer LTAs

Can you help us how that splits out between DRAM and NAND

I guess you had previously guided us to, like, a $100 billion HPN TAM by 2028

I wanted to ask sort of how you see the HBM TAM scaling with the accelerator TAM

You're guiding revenue up about $750 million. How much of that is coming from DRAM versus NAND

I know that you really jacked up the purchase commits

what's the single biggest bottleneck that worries you that could constrain your growth

You said 50% CAGR for the AI market

July guidance assumes there's no SKU replacement for the H20

we hear a lot about custom ASICs

can it go lower than that? Because I seem to recall a comment at our conference in December that it could go, like, lower than 5% of revenue next year

are you thinking about loadings that you wanna keep inventory sort of in this four eight range? And you just wanna match loadings with demand from here

if I exclude the depreciation, so on a cash basis, it's down, like, to sub 67. So hasn't been that low in, like, ten years

I'm wondering if you can talk about the linearity of bookings through the quarter. I know, in the June quarter, things had softened throughout the quarter

is there any way for you to know how much of this is pull-ins ahead of the tariffs? I mean, is there any way your discussions with customers

Is there a way to handicap sort of what your exposure is in China to these retaliatory tariffs