Question-and-Answer SessionSanjay MehtaCFO, VP & Treasurer So yes, that's true that we have stopped providing our TAM update publicly. But I will share a little bit of color as what's going on in the market from our perspective. So when I think about it, I'll cover -- first, I'll talk about compute. The compute segment has consistently grown and is very strong, really driven by AI. And from our perspective, what's driving our growth, and we'll have a strong second half, but what's driving our growth is real ...