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how that's affecting spending plans and sales cycles across the different customer sets
you're sitting now on $8 billion worth of cash and equivalents on the balance sheet. So maybe just an update on how you prioritize uses of cash
the pace of transition away from InfiniBand towards Ethernet and maybe some of the bigger differentiators that are helping you win
the guide implies a step down to between 67% to 68%. I'm wondering maybe what informs that view
what you're seeing and hearing, specifically from enterprise customers on the AI front? And how meaningful it is for your business today
is the prospect of newer tariffs implemented by the new U.S. administration hold forward any sort of demand or ordering activity into 4Q or even in the first quarter?
how are you thinking about resuming dividend growth in the context of the success of Springboard seen to date?