John Coogan

poised already in the lead or poised to take the lead in images or video or voice or real time or agentic work or integration between the GPU and the CPU?

Like, is there something where you're particularly excited?

I mean, I noticed Luma AI is a customer.

They obviously do creative work.

And I'm just wondering if there's something where you're like, oh yeah, like they've nailed, like this particular architecture is great.

And like, obviously there's other work to be done.

There's more cost on certain workflows because those were developed at DeepMind on TPU or at some other company on NVIDIA.

But is there any place where you're like, ah, AMD's really nail it in this subcategory of AI?

Yeah.

So you have the CUDA moat, as you put it.

Who's building the bridge?

You need a bridge to go over a moat?

I imagine that there's companies, you're probably among them, that are specifically building software that can just translate any architecture from NVIDIA to AMD.

How close are we to just that being one click of a button?

Some people call them data centers.

We call them supercomputers.

Amazing.

Tell us about the round.

How much did you raise?

Congratulations.