“We would expect significant revenue contribution from Helios in 2026.”

In context

“can ship immediately. So we do need to take time if we get license. Operator: And the next question comes from the line of C.J. Muse with Cantor Fitzgerald. Christopher James Muse: I guess, Lisa, was hoping you could level set us on the Instinct ramp into 2026. How are you thinking about the timing of the handoff, 350 to 400? How are you thinking about Helios' contributions? And I guess very importantly from a customer contribution perspective, how you might see that evolve from traditional hyperscalers to perhaps more sovereign and neocloud with the mix? Lisa T. Su: Sure, C.J. So certainly, as second half this year, it's all about MI355 ramp into first half of next year. I think the MI400 series development is right on track. The development of the Helios platform is also right on track. We would expect significant revenue contribution from Helios in 2026. And then relative to the contribution of the various things, hyperscalers, sort of some of the -- versus neoclouds, versus sovereign, I think it's a little early to really talk about the different pieces other than to say you would expect that hyperscalers and, let's call it, neoclouds that would be working for other large AI natives may be significant pieces of the initial ramp and then sovereign may come a little bit later in time just given sort of the timing of when different build-outs would happen. So hopefully, that gives you some color, C.J. Christopher James Muse: Yes, very helpful. And then, Jean, I guess, a question for you. With the sale of ZT for $3 billion of cash and stock and you only have $3 billion of debt outstanding, how are you thinking about the use of proceeds? Is t”