Jim Johnson

Yes, but it's been a long journey to get here.

And finally launching what we think is the most powerful mobile processor for mobile computing with our new process, Node 18a, is something the industry has been waiting for and wondering if we would pull off.

We took our most powerful mobile processor from last year and built it on the most power efficient mobile processor from last year, combining those two capabilities.

And so we run workloads from last year at 40% lower power

this year on this processor.

And I've been asking, knowing I've been coming here, I've been asking our customers, what would you say?

They'd say super powerful, surprisingly power efficient.

That's what they told me last night.

I get asked quite often, what's the killer app for an AI PC?

And up until this part, I didn't have an answer.

But if you're into mobile gaming,

We built a GPU in Series 3 with an AI capability called multi-frame generation.

So you would typically render a frame and then render a frame.

In between, you can now use AI to do multi-frame generation.

It's quadrupling the frame rate and super smooth play.

So I would take that system up against any of our competitors if you're into mobile gaming.

I believe so, yes.

So a couple of things.

So that is part of the conversation we're having this week.

But the feedback I keep getting from our customers is keep ramping supply of these new processors because they believe they're going to win with them.