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I was wondering if you could further talk to the raised full year guidance for AI servers, $60 billion
Can you talk more about the improved AI systems outlook that you talked to? And if there is anything you can share on the demand outlook across customer types?
if you could help frame how big resin may be in the bill of materials for printing hardware
do you have a framework for how much of a price increase customers can digest before we start to see impact on demand
Should we expect any weakness in PC industry unit shipments to weigh on the attach of monitors, keyboard, headsets
how NetApp's go to market strategy is evolving as you go after more of these Neo Cloud and sovereign opportunities
I was wondering if there's anything you could share here about the mix across use cases and customer types
Was that deal that flipped or was otherwise delayed a drag on consolidated gross margins
I was wondering if there was any onetime items that impacted gross margins in the quarter
could you remind us what you've said in the past about what that looks like relative to the sales that you typically have
Can you talk about the investments that you need to make here to expand the capabilities