✅ Revenue: $29.6B, +86% YoY ✅ Adjusted EPS: $3.32 ✅ AI semiconductor revenue: $16.7B, +221% YoY ✅ Q4 AI revenue guide: ~$21.7B, +236% YoY ✅ AI demand is still accelerating ✅ Strong read-through for $NVDA, $MRVL, $CRDO, and others. The biggest takeaway for me: AI infrastructure spending still looks very strong.
