“We would expect of those 5 design wins that we talked about, we'll begin to see some early orders in Q4 and -- but not at scale until we move into fiscal year '27.”

In context

“bins: Yes. And then on your second question about what's driving the AI orders -- the significant AI orders. I mean most of what we'll see in Q4. First of all, I just want to remind you, we've said that this business is nonlinear. And if you look at the chart that we put in with the prepared remarks, it really does indicate that Q3 was 1.9, a little lower than Q2, but then Q4 accelerates. So there's a lot of timing dependencies here that suggest remember that this is nonlinear as we go to the future. I mean these are Silicon One wins. Half of the wins were in optics. Our optics business really accelerated. The Acacia business is on fire. We had -- it's a lot of scale out, primarily scale out. We just got the word on the scale across. So there's actually no scale across in the numbers yet. We would expect of those 5 design wins that we talked about, we'll begin to see some early orders in Q4 and -- but not at scale until we move into fiscal year '27. So I think it's a byproduct of just a lot of great relationship work that the teams have been doing over the years. They love our silicon. They love the supply, and they love our optics. And it's -- that's really it. So we just intend on continuing to work really hard and deliver what they need. Operator: Meta Marshall with Morgan Stanley. Meta Marshall: Maybe building on that last question. Just between what you're laying out for fiscal '26 and fiscal '27 AI revenue, the AI orders certainly don't have the longest duration, but just wanted to get a sense of what kind of duration increase you're seeing in those orders, just given concerns around supply chain that may not be as applicable to you, but kind of definitely apply along the chain. And then just on a second question, just any way”