Ed Ludlow

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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.

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

You basically say to Meta, OK, let's do this together for five years.

Your engineers come and work with our engineers and you can help us install the systems.

And that kind of projects quite a lot of confidence for the market toward AMD in particular.