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how much of that is ASPs? And how much of it is secular and how much is cyclical?
Any sort of color on how the OpEx would relate to revenues in fiscal 2026?
As you go from the MI300 to the 400 to the 500 eventually, do you see any changes in the gross margin throughout that period?
What is the magnitude down you're talking about this year?
Do you think that was a relatively unique agreement or given that the world needs more processing power that AMD is open to somewhat similar, conceptually similar creative ways
how do you attack that market differently than those competitors to not only get the 6 gigawatt initially but hopefully more after that?
how have things changed from a quarter ago as far as the MI350 family adoption, especially because you are -- you launched a little bit early.
how are you thinking about that for the second half as a whole for Client? And then Gaming, which was just up a huge amount sequentially
You mentioned the second half getting up to year-over-year growth. Seems like that requires significant double digit growth
You said there is $50 million from ZT in there. Is that the entirety of the ZT side of things?
When do you expect to give us more color on when that's going to go from exploration to return on investment
is the logical strategic conclusion of the direction you're heading that you're going to have those OEMs
what's driving that up to 40% of the AI revenues? And the longer-term question is, is that going -- that percentage mix in that $100 billion plus, is that changing now?
Do you believe that's the substitution effect for customers who otherwise would have done ASICs with you, or do you think it's actually broadening the market?
When you said you're gonna grow significantly faster than what you had thought, a quarter ago, what's changed?
Can you just give a little bit more color on the inference commentary you gave? And is it more the XPU side, the connectivity side or both that's given you the confidence to talk about the growth r...
I wanna talk about going from kind of design winded deployment. How do you judge that? Because there is some debate about, you know, tons of design wins, but the deployments actually don't happen
The gross margin side, Dave, you gave some puts and takes for the full year on a bunch of different metrics but you didn't mention gross margin
are the yield improvements and the other actions you're taking sufficient to address just typical seasonality throughout the year given that usually the first quarter would be the low point on reve...
Do any of these collaborative announcements or equity investments go into that increased confidence? Or are there some sort of technical merits that you're seeing that are rising your optimism in t...
could you just walk us through some of the pluses and minuses as we think about 2026, just kind of directionally? And I guess where I'm going is it seems like the biggest improvement has to come on...
how fast can you fix that? I know you are having to sign off on every tape-out. But is the trust that 18A can ramp dependent upon Nova Lake
Can you dive a little more deeply into those? And perhaps more importantly, just what do you see as the tailwinds and headwinds to gross margin
Can you just talk about some of the puts and takes on gross margin if you think about 2025 as a whole and maybe even 2026?
How do we balance fixing the roadmap with also filling the foundry and making sure you have the unit volumes there?
Specifically on the DCAI side of things. Can you talk about how much you think Granite is closing the gap
Can you just walk us through some of the puts and takes on the gross margin sequentially in the first quarter?
the first quarter guidance is significantly stronger than seasonal. If my math is right, it seems like it's the first time you've been up sequentially since right after the financial crisis
Rafael, can you just talk a little bit about the puts and takes on gross margin in your first quarter guide and maybe throughout the year if utilization is changing
does that flow through? And the utilization dynamic, does that have to flow through inventory, etcetera, in lead to a headwind
How should we think just generally about OpEx, whether it's relative to revenue or absolute levels? Do you plan to grow at low single digits
did something change in either the strength of the cycle or the uncertainty around the tariff to lead you to guide to more of a typical seasonal quarter for 3Q
how should we think -- or is there any update on the CapEx and depreciation framework that you've given us for the annual numbers
now that you have the supply, it seems like the world has plenty of supply, is there any reason that that historical share gain pace would be any different going forward
I want to ask about the pricing environment in general. You didn't mention that Rafael or Haviv in any of your discussions about gross margin