Lip Bu Tan

“So I think clearly it's a good question. I think I mentioned earlier that demand is quite strong. And then, you know, in terms of authentic AI and inference, the ratio, parity, CPU and GPU.”

“Q1 results demonstrate continued and steady progress across the business, reflecting strong demand for our products and disciplined execution to expand available supply.”

“Over the last 10 months, we established the foundation for Neil Intel, a more focused and execution-driven company. We simplify our organization and greatly reduce bureaucracy to improve efficiency and accelerate decision-making.”

“We delivered a solid Q3 with revenue, gross margin, earnings per share above guidance. This marks the fourth consecutive quarter of improved execution driven by the underlying growth in our core markets and the steady progress we are making to rebuild the company.”

“We had a solid Q2 with revenue above the high end of our guidance. This reflects strong demand across our business and good execution by the team. As expected, headline profitability was impacted by several one-time items and impairments.”