Vijay Rakesh

“I see your data center site is growing pretty strong. It's almost like a 2.5 billion run rate this year, annualized. Just wondering, as you look at 27, do you expect that growth rate to continue under-double from here?”

“So Tim and Doug, you had some interesting comments on the NAND side. You mentioned every 1% move to SLC requires about a 2% increase in wafer capacity. So as you look at next year with the move to SLC and potentially some HBF, any thoughts on how you think what percent of the market moves to SLC?”

“You mentioned, just taking a step back, you mentioned 2027 is a stepping stone. And you're already growing like 85% year on year. As you look at, you know, as you look out to fiscal 28, can you give us some perspective on how to look at it?”

“On the, you know, you mentioned the 600 megawatt signed capacity and power and then 10x increase in capacity by end of the year. Do you think that should help you accelerate some of the ramps in 2027?”

“Just a quick question on the 200 gig per lane EML and CW. Looks like that's ramping very nicely. Is it fair to assume both the 200 gig EML and CW laser should be accretive to your margins?”