dyangyu

Data center revenue rose 61% QoQ to $4.8bn. Next-quarter revenue is guided to $12.2–12.6bn, but management noted the Mar quarter is typically the weakest on a QoQ basis and advised modeling conservatively. NBM has secured roughly half of FY27 and about two-thirds of FY28 wafer allocation, and the pipeline exceeds the company's supply through the end of the decade.