Joe Moore

can you kind of update us on growth trends within both the optical and power side of that? And just how should we think about growth

Any signs there of stabilization or potential growth as you move past this subsidy environment?

I think you guys had indicated when you guided the quarter that you'd be slightly down, you ended up slightly up. Can you talk about what's coming in a little bit better?

I wanted to just follow-up on that and talk ask where those supply constraints might be coming from. And you seeing any supply constraints in any other part of your industrial business

Can you discuss automotive, the 16% sequential growth really stands out relative to what peers are seeing? Just what's driving that

Can you talk about how that affects you guys if there is an ongoing shift in the center of gravity towards China? Does that have any impact on pricing, margin, or potential for you guys?

On the MI455 ramp, will 100% of the business be racks? Will there be kind of an eight-way server business around that architecture?

what's your posture there to the extent that if there is some relief that you're able to ship, do you have readiness to do that?

Should we think of that as a 2027 realistic outcome that you could be looking at $20 billion-plus?

Is rack scale more important to the inference market than you thought it might be?

Can you talk about that from AMD perspective? Are you seeing that in your business?

So will they invest in both AMD and A6 and just how do they decide how to apportion that investment?

if you have $21 billion of rack revenue in 2026, I guess, do we stay at that run rate beyond that?

In terms of the fourth customer, I think you've talked in the past about potential customers four and five were more hyperscale

You said you're not going to be impacted by export controls on AI. I know there's been a number of changes since -- in the industry since the last time you made the call. Is that still the case?

How are your customers sort of reacting to some of the rack scale products from your -- the merchant competitor

Can you give us a time frame on Copper Rapids and sort of what's your expectation for the potential for market share puts and takes as you wait for that to come?

are you able to move wafers towards data center away from PC? Is that something that you're thinking about

Can you just talk about how those conversations are going? And I certainly -- I can see the trade-off from a customer standpoint. They're making a commitment to you. Do they expect that capacity to...

Can you talk about what's driving that? Are you going to be able to drive more volume to the Intel 4 products?

The comment that you guys made about seven nanometer being constrained for the foreseeable future. Can you elaborate on why

can you give us your assessment of Panther Lake and Clearwater Forest in the 1880?

you made reference to the sort of tempering of expectations of Falcon Shores. Can you talk about what was behind that

Can you just talk about how pervasive that might be? Is that conservatism that, that might be happening?

Can you just give us a sense for the rank order of the subsegments within CSBG? How big is Reliant now?

In terms of NAND being the strongest growth business, can you kind of characterize where we are from a NAND WFE basis?

Can you give us a sense for what kind of growth you're seeing there

Do you need to move to Gen 7? Do you move to ELink, UALink

do you have any updated sense on where we're going to get when we get to consumption levels

where do you guys stand in terms of hyperscale cloud relationships

Can you give us some color on what those conversations are like?

Is there any scenario where you could see that coming down in different economic circumstances

Of the 266 days of inventory, can you talk about how much of that is from the internal fabs

With all the growth that you're looking at here, I wonder if you see anything on the supply chain, that could be challenging for you

I think in the past, you have said that some customers are getting 70% of what they are asking for

Allocation questions by end market

I wonder if you could talk in terms of your long-term CapEx plans and the sort of 35% of revenue levels

So you're at 153 days and you'll be below the target model

what drove the change in segmentation? what is the philosophy behind giving us the numbers that way?

Can you talk about the role of those investments

You talked about the $500 billion of revenue for Blackwell plus Rubin

Can you talk about the long-term prospects there

how big the inference business is for you guys

talk about GV200 at CES

do you expect inference to outgrow training in the next kind of 12-month time frame, and just generally your thoughts there

is the China market any different in terms of those growth drivers?

is that kind of an indication of 2027 model year? Or I sort of think of these as 5-year rolling programs

Is that impacting you guys in any way? Are you seeing either weaker demand because they're bottlenecked by those things

any difference by region? I guess there's been some concern about China demand

is there any impact potentially on automotive production from all of that on the negative side

are you seeing any indications that, that is happening or will happen

are you seeing any kind of lead time extensions or hotspots?

can you talk to those targets? And is that, you know, an achievable number?

I wonder if you could give us some sense of the Automotive market by region.

you talked about 6G in 2029. I mean is that -- what does that time frame represent

You alluded to the weakness being more in the medium tier and the premium tier as being stronger

Can you talk about the growth drivers there? When does ADAS start to kick in more as a growth category

How much of that is the market, and how much of that is you putting the product portfolio in a better place?

where do you see that in a few years? It seems like hyperscalers want everything you can make and then some

the enterprise SSD opportunity, how does that break down between TLC and QLC at this point, and how is that changing

Jensen talked about this key value cache and, you know, gave some numbers in terms of, I think, terabytes per GPU

Is there demand for QLC on the enterprise side? How much of it is QLC?

Do you think there's any incremental supply coming from the fact that people had underutilized the fabs earlier

Can you talk about organic versus inorganic priorities there and just how you think about that?

is the incremental gross margin going to look normal? Or is there some part of inventory management that makes it less or more?

can you talk about what's going to happen with inventory over the course of Q2? Are you seeing incremental gross margin off of Q1 that are sort of better than normal

Any areas where lead times are getting longer

Anything unusual happening there? I think you alluded to kind of an ongoing learning curve kind of price declines

have clarity on that? Are people immediately paying those tariffs? You know, is there is there just any way to sort of tell how much impact there is

I wonder if you could talk about the the share repurchases in the quarter. They I saw that that the six hundred million plus number

is there a time where you'll give guidance for the two businesses separately? Does that happen at the analyst days

I wonder if you could give us an update on Enterprise solid state drives. I know there's been some choppiness in that segment