Flex Ltd. 실적 발표

Yeah, I'd say, Tim, that we're seeing it across multiple customers, hyperscalers. Without naming any, I would say that you can see that most customers now are quickly thinking about, hey, we need to, before we deploy the next generation silicon, we need to be thinking about power capability and power requirements. They're already thinking about how does life look like when we go to an SST technology. So we're seeing a lot of conversations at a very high level and strategic level with customers on kind of silicon cooling power, how all that comes together for next generation products, which, you know, we didn't see two and three years ago, because what customers don't want to be is in the situation they are today. where the power requirement becomes an afterthought and then we are in a struggle to make sure that we have enough power for these data centers. So I'd say in the last few months, several hyperscaler customers at a very high level, we've had strategic conversations around power cooling and thinking about next generation silicon. And that really puts us in the unique position of one of the few people who are able to do this. I feel pretty good that three years ago we thought this is where it would go, but now the conversations are actually heading in that direction. I'd say from a platform perspective, what we announced with Nvidia a few months ago in terms of developing an overall modular platform which encompasses everything that we do is a good example of a customer who's thinking about it and moving it in that direction.