George Wang

I'm just curious if you can double click on this partnership and kind of what's the value-added from CDW

Just curious if you have any refresh thoughts in terms of given the dynamic and macro and the tariff backdrop

I just want to make sure of the transitory in nature kind of completely went away in the December quarter

can you give more color in terms of the full year outlook on the net comp

are you guys sticking to the medium-term model for Auto OEM in terms of the gross margin or OPM margin

how do you think about consumer demand backdrop in the second half, kind of puts and takes with the fluidity of the situation

how you think about the pricing power for government products, given pretty strong following

Just curious whether you expect to turn profitable kind of in the next, you know, couple quarters

is there anything kind of you would like to call out kind of with maybe, you know, different versus kind of last quarter

I thought Jabil could be beneficiary on the CPO assembly, just based on leverage of your optics assets

curious about timing for the ramp. Earlier, you guys talked about the more FY 2026 in terms of the ramp

if there's any progress or development in that front? Or are you guys making incremental progress

you guys alluded to some share gains in the medium term just because of silicon photonics on the eventually go to CPO

can you kind of pass out ATE versus WFE? It seems ATE should still have relatively better performance this year

Any differences in terms of value add from Supermicro, just in terms of customization and potentially more services attached

can you talk about your current pipeline just in terms of the mix of sovereign AI, just especially versus 3 months ago

can you talk about the implication to Supermicro, especially for the margin? Do you think that you can add a bit of more customization

how to think about gross margin in the area of Blackwell versus Hopper. Just curious if you can talk about puts and takes on the gross margin for the GB 200

which quarter do you think that you will start booking the Blackwell revenue revenue? Last time you guys alluded to sometime in the June quarter