Loading…
Loading…
the GPU win -- the GPU merchant win, does that in any way dictate your second half versus first half dynamics?
is there a possibility that your revenues grow like the robotics piece grows to higher than the breakeven revenues that you have for that business?
I wanted to understand if that is the norm now? Has that increased the TAM? And are all suppliers expected to do this?
can you provide any color on how much compute is as a part of SoC in second half '25?