Josh Buchalter

“You know, I guess, Steve, you mentioned sort of a reluctance to raise pricing so close to the previous increase. And, you know, in the spring, you were also mentioning, given, you know, some of the relationships you were trying to rebuild after PSP, that reluctance.”

“Now that your guidance is implying operating profitability in the fourth quarter, how should we think about leverage from here? I mean, you guys have a lot of irons on the fire, but have held OPEX pretty flat the last few quarters.”

“Thanks for squeezing me in and let me echo the appreciation for the incremental disclosures. Maybe follow up on the last one since you brought up that slide. Any way you can maybe rank order the contributions today or even a year or two from now on the different buckets on that slide 14 for data center?”

“You know, we're seeing sort of a lot of positivity in the CPU space as compute resources are moving increasingly away from or in addition to being complemented by outside of the AI server rack.”