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Are we past kind of the point or evolving to the point where standard products are not as applicable to you
comparing pain points of bandwidth versus XPU density, which one kind of pushes customers faster to scale up
what the unit opportunities might be and how they might be different.
Should we think of there being any appreciable price difference between the X product and the P product?
trying to engage the emerging AI companies versus the large establisher that has a bit new business model
can you talk about what the mix of launch in Space Systems, how it may trend?
Are there any ASP trends to not add on any tailwinds in the second half?
any observations on the Lectron launches, the deals in terms of number of length of the launches?
can you just remind us or tell us how the Neutron costs will flow maybe from OpEx to COGS.
the percent of backlog that's recognizable in the next 12 months seems to be trending up on a secular basis.
if it's still your expectation as Neutron takes its first launch at some of those stair steps down