Lisa Su

Yeah, so the AI accelerator market, you know, you might hear it called GPUs. I mean, think about this as truly the foundation. Like, when you think about, you know, training the OpenAI models or training the Grok models or, you know, or what Meta's doing with Llama, you need lots and lots of GPUs. GPUs are very nice parallel things, so we call them accelerators. Mm-hmm.

versus CPUs, which are more, let's call it traditional compute. And I'm a believer in you need all of these things. There's no one-size-fits-all in computing. You need all of the various pieces. So roadmaps are our lifeblood. When I talk about negative slack, it's like, how do I get products out to market faster? We're very excited about our roadmap.

versus CPUs, which are more, let's call it traditional compute. And I'm a believer in you need all of these things. There's no one-size-fits-all in computing. You need all of the various pieces. So roadmaps are our lifeblood. When I talk about negative slack, it's like, how do I get products out to market faster? We're very excited about our roadmap.

versus CPUs, which are more, let's call it traditional compute. And I'm a believer in you need all of these things. There's no one-size-fits-all in computing. You need all of the various pieces. So roadmaps are our lifeblood. When I talk about negative slack, it's like, how do I get products out to market faster? We're very excited about our roadmap.

We are just about to launch a new series, MI355, as you stated. We'll be launching that in June, and it's the next generation, which will allow you, you know, think about from year to year, we're going to see like a 35 times improvement in performance.

We are just about to launch a new series, MI355, as you stated. We'll be launching that in June, and it's the next generation, which will allow you, you know, think about from year to year, we're going to see like a 35 times improvement in performance.

We are just about to launch a new series, MI355, as you stated. We'll be launching that in June, and it's the next generation, which will allow you, you know, think about from year to year, we're going to see like a 35 times improvement in performance.

Yeah, so that's pretty cool.

Yeah, so that's pretty cool.

Yeah, so that's pretty cool.

That's the side question she asked me.

That's the side question she asked me.

That's the side question she asked me.

You know what I'm like? I'm like, if you need GPUs, I can help you. Yes. That's what I said. Okay.

You know what I'm like? I'm like, if you need GPUs, I can help you. Yes. That's what I said. Okay.

You know what I'm like? I'm like, if you need GPUs, I can help you. Yes. That's what I said. Okay.

Look, I mean, Apple's done a great job, certainly with that vertical integration, what they've done with chips. My view of the world is, look, everyone realizes that like the semiconductor industry or the semiconductor capability is so important as you think about, you know, long term. sort of business resiliencies.

Look, I mean, Apple's done a great job, certainly with that vertical integration, what they've done with chips. My view of the world is, look, everyone realizes that like the semiconductor industry or the semiconductor capability is so important as you think about, you know, long term. sort of business resiliencies.

Look, I mean, Apple's done a great job, certainly with that vertical integration, what they've done with chips. My view of the world is, look, everyone realizes that like the semiconductor industry or the semiconductor capability is so important as you think about, you know, long term. sort of business resiliencies.

It's not surprising to me that these large companies want to design their own chips. What I will say for sure is they're not designing the same things that we're designing. And so there's more than enough chip market for all of this. Our job is to partner well. I think that's one of the things that AMD does well. Like we