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I wanted to understand the incremental revenue opportunity from AIDE.
Help us think through what can you pass through to customers? What's your supply chain agreements?
Really appreciate if you could give some more color on what's driving this incremental growth on the product side. What are you seeing in terms of adoption?
what are you hearing from customers technically? Do you feel you're there yet? And if you could share, what mix of your AI wins are with existing customers
wouldn't it be reasonable to assume that off of 5% you know, normalized go through this year, you should see an acceleration to next year
I really want to understand, you know, what are some of the technical advantages that you have in addressing these AI workloads versus some of your competitors in the market?
what are some of the applications that customers are talking about within AI inferencing where they feel, you know, NetApp is best positioned
What percentage of those were displacements of competitive opportunities versus replacing your existing ACD or hybrid footprint
when do you think Keystone can start to become a much more meaningful part of the overall NetApp story
what are some of the changes that you've recently implemented that's driving a recovery in that growth