Vivek Arya

“For the first one, if I look at last year, you were able to kind of consistently expand your WSE expectations. I think you started the year at mid-130s. You know, now it's like mid-150s. So I'm curious, what helped you increase WSE expectations last year?”

“Maybe if I could turn that into a clarification and a question, Thad, if that's okay with you. So the gross margin progression from 40 to 53, is that just kind of a linear progression, or did you see kind of, you know, different steps along the way?”

“And Amy, I just wanted to clarify any impact on gross margins in 27 and 28, given this XPU mix and rise in memory cost. And then, you know, you mentioned the two frontier labs will be your largest AI, you know, customers, you know, even though Google continues to say they are supply constrained.”

“Bill, I wanted to go back on the AEC growth in the second half and then longer term. If I take your 85% growth outlook for the year, that suggests kind of more conservative assumptions about AEC growth.”

“And thanks for providing all the transparency and all the commitments and guarantees that you have for a number of years. When I just add up everything that's in the CFO commentary, I get to a number of about $500 billion or so, obviously, over the next several years.”