Cristiano Amon

And we're getting a lot of good feedback.

We have a new architecture, including for memory.

We don't need HBM, which is causing all of this memory situation.

And we have been very encouraged by the traction we're getting.

So it's going to be material in 27.

And we are going to provide a lot of details in our upcoming investor event.

Yes.

So phone is a great proxy for consumer.

Macroeconomic indicators are strong.

Consumer demand, very strong.

And one of the things I said in the earnings call, sell true data on phones, and we have visibility because of our licensing business, exceeded all expectations.

Phones are getting off the shelf.

So it's not a demand issue.

It's just a memory supply issue.

Yes, look, we're incredibly excited about this.

This is a new chapter, I think, of the Qualcomm expansion and diversification.

I think we're going to robotics.

We like robotics a lot because, by definition, it's an edge AI problem to solve, not different than what we did in automotive.

You cannot put a server in a robot.

You need battery life.