Do you want to talk a little bit about that and maybe also a little bit about the CPU renaissance and how that's going to take on agentic workloads within AI, how that all fits together with this too?

Yeah, absolutely.

Yeah.

So Amit used the expression that network is the bottleneck.

We have a slightly variation on that call.

We say connectivity is the bottleneck.

And so if you think about AI systems, at the end of the day, they're processors.

But where would we watch? Where are the canaries in the coal mine?

Why six to nine months? What is it about that time period that this normalizes?

Well, if you look at their guidance, it's actually, they delivered a seasonal quarter, which was a little bit better than expectations.

They actually guided for a seasonal quarter, down 6% sequentially in the December quarter.

So it looks like things are kind of ticking along, that we have decent demand.

You have very healthy end markets in AI and data center.

Defense is very strong.

You have certain parts of EV market that's strong.

Is there a read-through to other parts of the semi-industry here?