Stacey Raskin

“I wanted to dig into your handset market outlook a little bit. I'm a little surprised. Still with the outlook for flat, especially given where we seem to be running at the end of the year, we're probably down, you know, more than 20% year over year in Q3 and things don't look better, don't look all that great in Q4.”

“For the first one, I did want to dig into the segment outlook, and I guess the implications for gross margins. So you said data center up, I guess, double digits, so that puts it up, I guess, 40% year-over-year or something like that.”

“Colette, I wanted to dig a little bit into the call for sequential growth through the year. So, I mean, you grew this quarter more than $10 billion sequentially in data center, and the guide seems to imply the bulk of the increased $10 billion sequential in data center.”

“For the first one, I want to ask that seasonality question a different way, and I think it was really getting a June. Like, usually just seasonally, I know your revenues step down in June.”

“I have a more tactical question for Colette. So I'm a guy who threw up over $7 billion. The vast bulk of that is going to be from data center. How do I think about apportioning that $7 billion across Blackwell versus Hopper versus networking?”