“We do believe that we'll have plenty of opportunity in China continuing to deploy our products there broadly even as we comply and work with BIS specifically around the regulations that they're putting in place, particularly around high-end accelerators and AI training.”

In context

“roadly, are there any other impacts from the China export controls on Intel's business? Pat Gelsinger: Yes. Thanks, Joe. And I do think there's a lot of interest in that. On the export controls, as you look at them and read them, they're very much aimed at the high-end training and these accelerator, the high-end accelerators on where they are aimed. Now obviously, some of that was for us as well in China. But we also, as I said, in the first part of your question, we saw a worldwide demand for our activities there. And overall, we're now supply constrained on Gaudi and racing to catch up to that supply worldwide. Of course, we're studying those -- the new BIS released rules carefully. We're working with BIS. We're in the 60-day comment period with BIS so we're actively working with them. We do believe that we'll have plenty of opportunity in China continuing to deploy our products there broadly even as we comply and work with BIS specifically around the regulations that they're putting in place, particularly around high-end accelerators and AI training. So overall, we feel and have included that as part of our overall guidance for the fourth quarter. We feel good about the momentum that we have for AI everywhere, and we'll, of course, be engaging with our customers, the governments and as we build out our road map taking all of that into consideration. John Pitzer: Thank you, Joe. Jonathan, can we have the next question, please? Operator: Certainly. One moment for our next question. And our next question comes from the line of Ben Reitzes from Melius Research. Your question, please. Ben Reitzes: Hey, thanks a lot, guys. Congrats on the quarter. Pat, I was wondering if you could unpack your foundry comments. You have the customer that we've known about, where there's prepays. I think you mentioned there's two more customers that you're si”