Nick Doyle

Are you seeing the same GPU allocations for Blackwell as you have for Hopper? How has your supply changed as more competitors enter the market

can you just talk about how that business is performing in the quarter and any specific demand drivers?

any reason to think that's very different from the average 15% of overall Apple revenue in 3Q or 4Q?

How big was a large customer in the quarter? And directionally, how is there a broad markets piece performing?

do you have any indication of how long inventory headwinds will slow the industrial and infrastructure piece?

the kind of the first point in your press release talked about a 5G premium Android content win

Can you be any more specific in terms of products or maybe the connectivity if it's RF or a Wi-Fi type opportunities