Ed Ludlow

What does our investing audience need to understand about what it can sell to China and the impact on that financially?

So Anurag, the question I think a lot of people have, excuse me, about a company like Salesforce, and we could go through any other software company, not any other, but many other software companies, and ask you the same question is about the threat from artificial intelligence.

And Marc Benioff was very clear in the press release to say that this is a company that has relaunched, I don't have the exact wording in front of me, but relaunched as an agentic AI company.

Is it really under threat?

And specifically, like, what is the threat from Claude, from Anthropic or from OpenAI that investors are so worried about?

And is it warranted?

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For AMD, it's important, right, because it represents tens of billions of dollars of revenue over that period.

And it's a kind of vote of confidence from a very large data center operator on their latest technology, which starts with MI450.

For AMD, it's important, right, because it represents tens of billions of dollars of revenue over that period.