Harsh Kumar

your guide in AI Hock and Kirsten is calling for almost $1.7 billion of sequential growth. I was curious, maybe you could talk about the diversity of the growth between the three existing customers

why should I not think that your XPU share at these three or four customers that that are existing will be bigger than the GPU share in the longer term

the importance of when the customer's making a selection, you know, choosing between a guy that has the best switch ASICs such as you, versus a guy that might have to compute there

Is there a simple dollar metric that we can think of for network attached to XPUs

Is this a sort of a strategic shift where you will target more of leading-edge data center products

the analog business was a little bit slow to catch up. Most of the sales came from microcontroller on the incremental side

I was hoping that just outside of defense, if you could just talk about in September, which ones -- how do you see auto versus pure industrial playing out

you feel like sell-through is equal or higher than the sell-in at your distributors? And if there's a gap, what kind of gap are

maybe talk about the demand signals that you're seeing, which you kind of did, but there is also another aspect of maybe potential pull-ins from tariffs

how your organization would even try to gauge the correct level of channel inventory or direct inventory

Sounds like from the answer you just gave to Blayne, I think you said that OpEx will come down from the current level in absolute dollars

I was curious if you could give us some color on these green shoots. Are these green shoots getting stronger for you

are you starting to see any pressure at this point in time or is pricing still pretty firm

what is your comfort level? And what is the visibility on some of this long-term revenue materializing that you're talking about

at least 20% to me seems like that's what's in the bag. But maybe you could give us a sense of what -- if everything worked out right

how many of them are actually producing revenues today? I want to understand kind of like where we are today

hopefully, can talk about the on-prem piece if possible, or other parts that are moving

Can you help us think about what you mean by that? What is double-digits? Is it teens or higher than that

what are some of the triggers that might cause some of these customers to go look for another design partner

it looks like industrial is rising faster. But I would think with the content and just the growth in the market, is it not fair for me to assume

is there a revenue number that I can think of where you start to get close to that 40% number? Or is it just purely a function of utilization

Could you give us a hint of maybe what backlog or bookings were? I'm trying to gauge that relative to your stabilization comment.

Can I ask if there's an element of written-off inventory here as well that might come into play as you look at recovery?

if you can help us understand what are the major components of the other outside of the AI data center

are you trying to pad for some level of decline that you're building in based on your judgment, or are you strictly giving us a guide based on what you see?

if you were just to kind of give us an idea of what's your true demand estimate is. In other words, how much are you under-shipping

Was wondering if you could hit upon what maybe specifically are color-wise what you expect to see out of this deal on these kinds of fronts

how do you see the combined company having the right kind of portfolio? What will you be focused on within that portfolio to address your customers' needs?

you mentioned in your comments that you've streamlined sales, which I think was part of the problem. I was curious what just at a very high level, what you've done

what has changed or what didn't happen or maybe what went right for you, was it units? Or was it share or just traction in other areas

I wanted to ask you about follow up maybe on the new modem at this large customer and what that means to you