Joanne Feeney

Now they have a new opportunity to gain share in the AI accelerator.

We're not seeing them gain share except for just a little bit as they get started today.

But I think that's something we can look forward to.

It still is, Ed.

We're still seeing the pie expand or the tide rise, whatever analogy you want.

But what AMD has that NVIDIA doesn't have is an opportunity to take a greater share of that pie as it grows.

And so I expect we're going to see both companies continue to grow very strongly over time.

We own both of those for clients.

I own both of them personally.

Because I think this is an opportunity in AI that is just beginning.

I think we have many years ahead.

And what we're seeing also in those results from AMD and elsewhere is that enterprises, sovereigns are looking to deploy AI.

And that's what's helping to continue to grow that pot.