“As stated in last quarter's earnings, I talked about our main goal being to stabilize market segment share, create margin, and, you know, up ASPs, and so those are things that we're going to be laser-focused on for the remainder of the year.”

In context

“n Holthaus: Yeah. Thank you for the question. As we look at, you know, Q1, we saw higher-than-expected growth, really driven by a few hyperscalers. We are optimistic about the rest of the year. If you look at, you know, the product roadmap we have with Granite Rapids coming out and Xeon six, some of the traditional consolidation that that drives as well as, you know, being the CPO choice as the AI head node. And we are starting to see some improvement in telco as well. However, as Dave and everyone's talked about, you know, we still do see a large macro concern, and so we need to continue to understand what that means. Much like we talked about before in client, we are seeing strong demand on older gen parts in data center as well, and we're working through that from a supply perspective. As stated in last quarter's earnings, I talked about our main goal being to stabilize market segment share, create margin, and, you know, up ASPs, and so those are things that we're going to be laser-focused on for the remainder of the year. We do have a good product portfolio. We do see, you know, strength both in hyperscalers and enterprise, but the rest of the world is where we really see a market segment share challenge, and so that's where we'll be focused. John Pitzer: Vijay, do you have a follow-up question? Vijay Rakesh: Yes. Thanks, John. And, Lip Bu, congratulations on the new assignment. Just looking at CapEx, maybe this is for Dave. Any thoughts on how you would look at CapEx through that time frame, 25-26? Are you looking at rationalizing that given the footprint, fab footprint that you have? David Zinsner: Yeah. Yeah. Oh, go ahead. Sorry. Go ahead, please. Okay. In '25, you know, we think we can operate to an $18 billion number as we talked about. I would just tell you we have $50 billion or so of assets under c”