Our first quarter of 2026 (ended March 28) delivered total revenue of $10.3 billion, up 38 % year‑over‑year, with growth across every segment. Data‑center revenue hit a record $5.8 billion, up 57 %, and now serves as the primary revenue and earnings driver. Operating income rose to $1.48 billion (+83 %), GAAP net income to $1.38 billion (+95 %), gross margin was 55 % and free cash flow set a record at $2.6 billion, more than tripling; management frames the quarter as a clear inflection and structural shift.