Peter Uy

Yeah, I mean, it's not getting in annual revenue what...

NVIDIA is getting in a year.

I mean, the story is as simple as that.

But what we've seen over the last three months is maybe AMD has a seat at the table now.

Maybe we've seen some validation of its technology in these deals.

Whether that translates in the short term to stronger revenue and stronger revenue forecasts, I think, importantly, is going to be what determines the reaction today.

It'll be both.

I think up until now, everybody has sort of been AMD curious.

Well, you know, we should give them a chance.

We should give them, you know, a look and maybe see if they're a viable alternative.

These deals apparently tell people, no, their technology is real.

So what they will want from Lisa is the numbers.

If she doesn't give them the numbers, the strong forecast, they'll want a pretty good explanation of why not now and if not now, then when.

Yeah, no, there are very strong expectations there.

You'll remember Intel came out and said, hey, we were worried that things were in trouble there and that we got a lot of inventory.

Turns out demand is really strong for AI PCs and for standard server parts.

AMD is actually taking market share or has been taking market share from Intel.

So the expectations there are very strong, and that could help the near-term numbers.