Alex Duval

You talked about how lithography intensity can benefit from leading-edge memory specifically. I wondered if you could elaborate this and how that's helping litho intensity?

there were some reports mid-quarter talking about China being close to develop its own alternative to EUV lithography tools. I wondered if you could just share your latest view on those

We saw NVIDIA at its GTC event talk about increasing inferencing and reasoning models, driving more semis demand. I wondered if that could be something that could impact your long-term TAM expectat...

To what extent have you started to see the impact of stronger GPU pricing reflecting in your core AI business?

Could you explain the rationale behind your move to acquire Eigen AI and Clarifai?

It is really on the 40% EBITDA margin target that we gave. What gives us confidence in that?

What exactly is in the $7 to $9 billion ARR target?

can you maybe walk us through the time line for the infrastructure build-out for this year? And how do we get to the 220 megawatts this year?

how does demand look like as we're moving into the second half of this year?