“we do see that overall the arm market share is more modest in the second half this year, so the X86 share, and we're stabilizing our overall position in the marketplace.”

In context

“So in this environment, we're largely facing a period where much of the investment energy is going into the AI footprint. So we're having to fight to win those socket back, but Granite Rapids looks very positive. The early health of Clearwater Forest is really spectacular. This is a really stunning technical achievement with the new design, 8A, this level of health, this are early in a major server product is really spectacular. The new Foveros Direct and should have substantial TCO benefits for next year. And then the next P-Core version of that on 18A is also showing very good -- not in fab yet, but showing a very good design progress. So we feel like the roadmap gets more competitive, and with it, we believe our market share position is fairly, I'll say, static, right? So year-on-year, we do see that overall the arm market share is more modest in the second half this year, so the X86 share, and we're stabilizing our overall position in the marketplace. We believe as we then go to fight to win back. One of the good things that we've seen for our server market is the AI head nodes where we're quite advantaged and we're seeing a lot of interest in Xeon being the head node of choice for anybody's accelerator, including ours. So a lot of things to unpack there, but we do feel like our position is stabilizing and strengthening with our products and the roadmap only improves from here. John Pitzer: Joe, do you have a follow-up? Joseph Moore: Yes. Just on the notion that AI has kind of stolen some of the focus from server, it seems like we would be looking at a ceiling in overall power budgets in a couple of years that would mean we need to invest in traditional server ecosystems and maybe do a significant refresh. Do you see any indications of”