Ruben Roy

“I guess to follow up on the question around 2027, Ford, you know, based on the run rate, it seems like you're going to, you know, need around $400 million on a quarter on average.”

“Edwin, I wanted to first follow up on Will's question on the N plus N shift. If you think about Q4 and the guy there with $700 million of revenue for D.C., How much is that coming from acceleration in customer demand versus maybe, you know, recovering some of the, you know, push the right M plus M?”

“Gary, for the first question, I wanted to maybe drill into the performance optics discussion and sort of the consumption model that, you know, compared to the systems model.”

“I have a quick clarification question and then a follow up. Elon, I know you mentioned the 14 week quarter and the cost associated with that. Does the extra week have any meaningful revenue contribution?”

“Ford, maybe just follow up on that last point. Thinking about the server growth, we've heard a lot recently about CPU attach and, you know, CPU. You talked about Gentic a little bit in the prepared remarks.”