8.5–9.5B from 4.5–5.5B (+~27% midpoint vs prior) and GM guide to 12.0%–12.5% from 10.4%–10.8% on 'increased demand for AI platforms'; SMCI +~12% AH" /> 8.5–9.5B from 4.5–5.5B (+~27% midpoint vs prior) and GM guide to 12.0%–12.5% from 10.4%–10.8% on 'increased demand for AI platforms'; SMCI +~12% AH" />