Amit Dhariani

“Gio, extremely impressive set of numbers for September quarter, and you're seeing 100% plus auto growth right now, which I think is well in excess of the underlying gigawatts of capacity addition the AI ecosystem would do going forward.”

“Terrence, I wanted to ask you around the speed side of your DDN revenues. There's this internal investor worry around copper versus fiber when it comes to your AI revenues, and really the industry broadly, I would say.”

“I guess just two questions from my side as well. You know, I think one of the big things that investors are trying to figure out is just the durability of growth that, you know, you and everyone else are seeing.”

“And Al, if I could just have you clarify this a bit. Free cash flow is fairly muted in Q2, I think at $27 million. And free cash flow, the percent of net income, I think, is at 45%, 46% to the first half.”

“You know, Adam, I think investors often sort of frame the AI connectivity opportunity as a copper versus fiber debate or a copper or fiber debate sometimes. You know, from your side, is that sort of the right way to think about the market?”