Stacy Rasgon

“First thing, I wanted to pick on something in the press release. It says that the data center accelerates in the second half. So it grew 107% year over year in Q2.”

“Doug, I know you usually don't guide by segment, but service was up so much in June. and based upon the gross margin guidance, which you're guiding basically flattish on such a big up revenue, I would imagine that it's up big again in September.”

“I think everybody kind of had an inkling the data center was going to be pretty strong. I was surprised at the client strength. I know you talked about demand holding up pretty well.”

“For my follow-up, I just wanted to ask about personal electronics. I kind of got from your comments, it sounded like you were almost expecting strength into Q3 in personal electronics.”

“I wanted to go back to the segmentation. So first of all, I'm just curious, where do you put the neoclouds across those two segments? Are they in hyperscale or are they in the AI cloud?”