Lou Miscioscia

when do you think inference applications really start to create more data? That would then drive material new revenue for you?

do you think that as we get to the following year, I'm not really looking for guidance with inference really starting to ramp, enterprise is starting to buy AI servers that will get a step function...

are we still 6 months out, 12 months out? Or anything that you could shed light on with our guidance would be helpful

any comment on just European demand? It seems the economies are maybe a little bit slower there