George Wang

“I just have a question on the AIPC and the kind of increasing AI complexity in general. Just curious if you have any refresh thoughts in terms of given the dynamic and macro and the tariff backdrop.”

“You know, any differences in terms of value-added from Supermicro just in terms of customizations and potentially more services attached, you know, with the presumed, you know, as Invidia potentially open up the components kind of for more open standards for the GB300 that could lead to a better margin for Supermicro?”

“Firstly, I just want to double click on the auto OEM. Just curious, like, you know, in terms of the profitability, kind of, you know, obviously you laid out target of MSD, OM, medium term.”

“Oh, hey, guys, and thanks for taking my question. Hey, Charles, can you talk about kind of your current pipelines just in terms of the mix of sovereign AI?”

“And also, can you give more color in terms of the four-year outlook on the NETCOM? You know, it seems like you guys have seen some green shoots. Just curious if we should expect some sort of inflection, particularly just on the NETCOM side, you know, consider we are probably, you know, passing some of the digestion.”