Stacy Rasgon: You give us some guidance for the year on this, right, so…
Hock Tan: No guidance. Sorry, I give you a conceptual trend, how is that. But
Stacy Rasgon: Okay.
Hock Tan: But having said that, no, we are still working through timing of when our customers need those urgent — those products in a fairly urgent manner and our ability to obviously want to be very, very helpful to help customers launch aggressively into generative AI. So we are in the midst of that.
Stacy Rasgon: Okay. Because like the networking implied guide for Q2 has got to be up like, call it, mid-teens sequentially. Is that some of that contributing or do I get even more — I guess as we go beyond, because we are already — once you get through this quarter, we are already through the first half, right? So I guess
Hock Tan: I think
Stacy Rasgon: .I have been asking in the second half, right?
Hock Tan: Stacy, I wish you guys will not do too much analysis, but I know that won’t happen. I am only guiding Q2. I will let you figure out what happens in the second half. I think you are probably better of did than I am.
Stacy Rasgon: Got it. Okay. Thank you so much, Hock.
Hock Tan: Thank you.
Operator: Thank you. One moment for our next question. And that will come from the line of C.J. Muse with Evercore ISI. Your line is open.
C.J. Muse: Yeah. Good afternoon. Thank you for taking the question and I know that it might be difficult to share too much on the ongoing review from the European Commission. But I was hoping maybe you could speak a little bit about where they are concerned, i.e., mix fiber channel, host bus adapters and other storage adapters. Do you view these as core businesses within Broadcom, are they easy to extract out of your portfolio and is there IP that is critical for these businesses that are clearly used by your other larger core businesses? Anything to kind of help us understand would be grateful. Thank you.
Hock Tan: C.J., I appreciate the fact that you have been definitely reading a lot of those Reuters and Bloomberg and Lexicon report. I appreciate that. And you equally know that I cannot — I will not comment on any of this as we are working very, very positively and progressively with regulators on all the issues related to our clearance. So, sorry, I can’t comment. But just to let you know, we are making good progress.
C.J. Muse: Thank you.
Operator: Thank you. One moment for our next question. And that will come from the line of Vijay Rakesh with Mizuho. Your line is open.
Vijay Rakesh: Yeah. Hi, Hock. Just a quick question on — you talked about generative AI. Just wondering, as you look at the workload, what percent of workload would be on generative AI, like exiting 20 — calendar 2023 or 2024? And also I want to hit on the silicon photonics side, I think, you briefly mentioned the silicon photonics cable with integrated switch, the 51.2 terabytes switch. When do you see this ramping and what’s the power advantage on that? Thanks.
Hock Tan: Okay. Well, it’s — I am sure I don’t need to elaborate on what we all hear about on generative AI and it’s — I think it’s still early innings on generative AI. But we obviously are also indicating, as we are seeing a very strong and a strong sense of urgency among our customers especially in the hyperscale environment to be — to not miss out — not to be late in this trend. And with generative AI, as I said, with many more — much more billions of parameters that come into the models that they are doing. You are talking about scale out of A — of data centers driving AI engines network together in a manner that we probably have not seen before. It’s not a problem that’s not solvable. It is very, very clearly solvable.
