“And if you look at it by gigawatt in '27, we are seeing it getting close to 10 gigawatts.”

In context

“t your content per gigawatt was sort of, call it, in a $20 billion per gigawatt range. I guess what I'm asking is, is my math around the gigawatts you plan to ship in '27 correct? And how do I think about your content per gigawatt as that ships? Maybe it will be "substantially" more than $100 billion. Hock Tan: Stacy, you have a very interesting perspective and I got to admire you for that. But you're right, you can look at it, gigawatts, which is the right way to look at it instead of dollars because that's how we sell our chips to. You have to realize we -- depending on our LLM customer, our 6 customers now -- sorry, not 5, 6, 6, the dollars per gigawatt chip dollars varies, sometimes quite dramatically. It does vary. But you're right, it's not far from the dollars you're talking about. And if you look at it by gigawatt in '27, we are seeing it getting close to 10 gigawatts. Operator: And our next question that will come from the line of Ben Reitzes with Melius Research. Benjamin Reitzes: Hock, great to be speaking with you. Wanted to ask you about your commentary about supply visibility on those 4 major components through 2028. A, how'd you do it? This is probably the -- you're the first one to kind of go out through the '28 time frame. And secondly, after this astounding growth in 2027 for your AI business, do you have enough visibility to grow quite a bit in 2028 based on the supply that you see and that kind of commentary? Hock Tan: The best answer is, yes, you're right. We anticipate this sharp accelerated growth, now nobody could anticipate the rate of growth is showing, but we kind of anticipate a large part of it, I guess, for longer than 6 months. We”