Krish Sankar

“I do have them too, and thanks to the teller on the pricing. I'm just curious, as your set of Hammer customers ran in the first half, would there be any impact on the ASP growth mainly because you're helping your early customers ramp Hammer or it should not have any impact?”

“George, my first question is that you kind of closed like 350 AI and data lake deals this quarter. Last quarter is more like 500. I understand the deal sizes are getting bigger.”

“Yeah, hi, thanks for giving my question and congrats again for the really impressive numbers. Charlie or Rob, I had a question for you again, sorry, on the hyperscalers.”

“I'm just trying to wonder, you know, given the strong growth in September, are you seeing it across the board, like mid-teens growth for semi, memory, and auto industry, or is one better than the other?”

“The two pushbacks I heard on NAND for KVCache is, one, the tail latency is much longer than average latency, so that impacts system throughput. And number two, it takes a long time to write KVCache onto NAND and so lowers the lifetime of the device.”