Tore Svanberg

“Our next question is coming from the line of tori sonberg of stifo please go ahead yes thank you and uh congratulations on the record revenue um rafael i wanted to go back to the uh physical ai pipeline the 1.5 billion how broad-based is that uh is this a few verticals is it you know many different applications and…”

“Maybe on that last point there, Javid, Obviously, you know, this cycle, you're very differently prepared in the last cycle, you know, with good capacity, low lead times and so on and so forth.”

“So I think there's a lot of optionality is what I would say at the moment. uh ross but uh i think today net net you look overall 16 fives where we're comfortable overall but i think there's upward bias for sure the trends continue thank you our next question comes from the line of tor savenberg with stiefel please…”

“I guess my first question is on the restructuring and moving some people from marketing to engineering.”