Says product revenue driven by robust demand for AI infrastructure and campus networking solutions. Says saw record high demand in Q3. Says the year-to-date total of 5.3B in orders taken from hyperscalers already exceeds prior expectations of 5B for FY26. Says now expects to take AI infrastructure orders of approximately 9B from hyperscalers in FY26. Says expects to recognize approximately $4B in AI infrastructure revenue from hyperscalers in FY26. Says Acacia business on track to grow over 200% year over year in FY26. Says still at the start of a multi-year, multibillion dollar campus refresh opportunity. Comments taken from Q3 earnings conference call.
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