Nehal Chokshi

what's kind of like the right way to think about how much incremental power you can bring in each quarter?

Your pipeline is up 3.5x quarter-over-quarter in 1Q '26

how do you think about this?

how are we focusing on debt and asset-backed financing for large deals?

So really, as we think about ARR for the year, what are the dynamics around ARR?

Can you maybe elaborate a little more on the MLPerf?

Have you seen your AI win rate go up, or is this just a reflection of the increase in deal flow AI deal flow?

what was the FX impact in the quarter? And was your expectations for fiscal year 2026?

how long do you expect to before you can really introduce that and how heavy of a lift is this

would you bucket that more towards DCBBS ramp or more towards a reduction in your 10% customer going from 63% to 27%

you mentioned that over the next 2 years, targeting 20% to Data Center Building Block Solutions, 20%. Was that gross profit? Or was that revenue

do you expect Super Micro to continue to bring to the market one generation faster the power efficiency advantages before NVIDIA makes it part of their reference architecture

your 10% customer, -- was that the primary driver of the upside that you saw in the quarter? Do you expect them to remain a 10-plus percent customer in the March quarter

what is going to be the driver of the projected Q2 uptick to the September quarter revenue

is that being pushed more as a discrete service or the value of that discrete service is fractional to Gen AI factory or is it bundled

is there any expectation that there will be inventory reserve in the June quarter and is that part of 10% gross margin guidance

Can you tell us whether or not Backlog is up Q or Q for the December quarter

any 10% customer exposures in the quarter and the upcoming quarter