Hyperscaler standardization on RLS Hyper-Rail, with rollout beginning in fiscal 2027
DCOM expansion beyond Meta, with new hyperscaler orders and additional customer engagements
Vesta 206.4T optical engine sample availability in calendar Q2 2026
Nitro Linear Redriver general availability expected in summer 2026
Fiscal 2026 revenue guidance raise to $6.3 billion plus or minus $100 million
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