Mark Newman

Would be great to get a bit more clarity on the breakout of growth between units and pricing

a little bit more explanation on how rising memory prices are impacting profitability in CSG and traditional servers would be appreciated

if you could talk about some of the recent comments that have been coming from NVIDIA around the potential vertical integration that they're doing

Have you also locked in prices too? I am just curious if you could talk more about how your long term agreements work

it seems like that it should be less given you have quite a few months to correct pricing. So just wondering if anything I'm thinking about wrong there

it sounds like, if I get it right, the enterprise mix is also helping. I wanted to ask just to clarify if that's right. And within enterprise, is that AI server? Or is this more traditional server

any color you can give on the size of the backlog of orders or how $13 billion compared to previous quarters

Is that still intact but pushed out? Or is that now not up for grabs

It does imply that the rate of price increase is slowing a bit into the current quarter

I would like to ask to what degree is price fixed in the coming quarters, just so I can get a sense for that

any quick comments on how you're thinking about supply-demand longer term and any flexibility to add supply?

How, you know, how are you thinking about long-term agreements? Obviously, there's pros and cons in long-term agreements

what portion would be shorter term, say, a quarter or less or what portion would be 6 quarters

if you could give any more clarity on the road map for HBF, high-bandwidth flash

your pricing per exabyte seemed to accelerate a bit something like mid-single digits Q-on-Q

is there an opportunity for some of those to be repriced at a more significantly higher price to change the trajectory

I just wonder if there is any plans to add capacity, if there's any specific supply chain bottlenecks that may alleviate over time?