Gokul Hariharan

“So, your first question is on the near-CPU boot drive opportunity. Wallace, I think you said you will start in your solutions in the second half of next year. Could you talk a little bit about how big that opportunity can scale into, because your enterprise boot drive, partnering with NVIDIA, it scaled up very rapidly.”

“My question is basically on the development cost. Dan, I think you mentioned roughly 20 million RMV or $3 million per kilowatt, if I remember, right? That number sounds a lot lower than what it used to be a few years back when you updated those numbers, I think.”

“First of all, on the pricing environment, I think last time you guys talked about pricing, environment being more favorable? Any more improvement that you're seeing on the pricing front right now in terms of your discussions with customers?”

“My first question on your comments on demand, clearly demand is even better than what you predicted back in January, and you've also raised the capex. Now all your customers seem to be telling everybody they can tell that that wafers still remain the biggest constraint.”

“My first question is on the 200 megawatt order that you've already secured. Could we talk a little bit about the nature of the urgency of this project? Obviously, given AI demand seems to be accelerating, When do you expect to deliver this to customers?”