First quarter 2026: $10.3 billion, up 38% year over year, every segment contributing. Data center reached $5.8 billion, up 57%, now the primary driver — management frames this as a structural shift, let's call it an inflection with visibility. Operating income $1.48 billion, up 83%; free cash flow $2.6 billion, more than tripled; gross margin 55%. Full year 2025 context: $34.6 billion total, data center 48%. On track.
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