Joe Moore

On the MI455 ramp, will 100% of the business be racks? Will there be kind of an eight-way server business around that architecture?

what's your posture there to the extent that if there is some relief that you're able to ship, do you have readiness to do that?

Should we think of that as a 2027 realistic outcome that you could be looking at $20 billion-plus?

Is rack scale more important to the inference market than you thought it might be?

So will they invest in both AMD and A6 and just how do they decide how to apportion that investment?

Can you talk about that from AMD perspective? Are you seeing that in your business?

if you have $21 billion of rack revenue in 2026, I guess, do we stay at that run rate beyond that?

In terms of the fourth customer, I think you've talked in the past about potential customers four and five were more hyperscale

You said you're not going to be impacted by export controls on AI. I know there's been a number of changes since -- in the industry since the last time you made the call. Is that still the case?

Can you give us a time frame on Copper Rapids and sort of what's your expectation for the potential for market share puts and takes as you wait for that to come?

are you able to move wafers towards data center away from PC? Is that something that you're thinking about

the supply constraints in server CPUs and other CPUs, we see those in the market, I guess, but your growth was 5% sequentially, single-digit growth year-on-year. I guess where is the shortage comin...

Can you just talk about how those conversations are going? And I certainly -- I can see the trade-off from a customer standpoint. They're making a commitment to you. Do they expect that capacity to...

Can you talk about what's driving that? Are you going to be able to drive more volume to the Intel 4 products?

Are you going to be able to get full value out of that? I know there was a shelf first strategy

The comment that you guys made about seven nanometer being constrained for the foreseeable future. Can you elaborate on why

can you give us your assessment of Panther Lake and Clearwater Forest in the 1880?

Can you just talk about how pervasive that might be? Is that conservatism that, that might be happening?

you made reference to the sort of tempering of expectations of Falcon Shores. Can you talk about what was behind that

Can you just give us a sense for the rank order of the subsegments within CSBG? How big is Reliant now?

In terms of NAND being the strongest growth business, can you kind of characterize where we are from a NAND WFE basis?

Allocation questions by end market

I think in the past, you have said that some customers are getting 70% of what they are asking for

I wonder if you could talk in terms of your long-term CapEx plans and the sort of 35% of revenue levels

So you're at 153 days and you'll be below the target model

Can you talk about the role of those investments

You talked about the $500 billion of revenue for Blackwell plus Rubin

Can you talk about the long-term prospects there

how big the inference business is for you guys

talk about GV200 at CES

Any areas where lead times are getting longer

Anything unusual happening there? I think you alluded to kind of an ongoing learning curve kind of price declines

have clarity on that? Are people immediately paying those tariffs? You know, is there is there just any way to sort of tell how much impact there is

I wonder if you could talk about the the share repurchases in the quarter. They I saw that that the six hundred million plus number