Core Viewpoint - The company anticipates that AI-related revenue will surpass the total revenue from software and non-AI businesses within two years, with a long-term goal of reaching $120 billion in AI revenue by fiscal year 2030, directly linking this target to the CEO's compensation [1][3][5]. AI Revenue Growth - The CEO emphasized that meeting the AI computing needs of specific clients is the company's top priority, predicting that AI revenue will become the absolute core pillar of the business [2][3]. - The "Tan PSU Award" executive incentive plan ties the CEO's compensation to achieving specific AI revenue milestones, highlighting management's confidence in the AI business [3][5]. Market Segmentation - The AI accelerator market is expected to see a division, with large cloud service providers favoring customized ASIC chips for their specific workloads, while enterprise clients will continue to rely on commercial GPUs [6]. - The company identifies its XPU (customized processor) business opportunities primarily from existing and potential clients among the seven major cloud service providers [6]. Networking in AI - The CEO highlighted the growth potential of AI networking, asserting that Ethernet will play an increasingly important role in AI networks due to its proven technology and the rising demand for scalable networks [7]. - The company expects large-scale deployment of Ethernet in these expanded networks within the next 18-24 months [7].