“We will see at least double-digit or, excuse me, doubling of that revenue from 24 to 25.”

In context

“ing blocks that you think strategically is needed to really drive if it's with Jaguar Shores or, you know, how that strategy plays out around the networking scale upside? Lip Bu Tan: Yeah. It's a good question. So let me start first and then Michelle will add on to it. So clearly, the RackScale approach of the system, I think is very important. That we need to have a full scale in those hardware and software to do it. And then clearly leverage on our XPU in our CPU and GPU approach and then to drive that. And I think, you know, there will be something that we kinda work on and then come up with a killing product that we can really launch the product. Michelle Johnston Holthaus: Yeah. Maybe I would just add that, you know, we are seeing great success with the IPU products that we've built. We will see at least double-digit or, excuse me, doubling of that revenue from 24 to 25. We also see optics as a critical element of that rack scale architecture as well. And I think I would just remind everybody that Intel is the only foundry out there that has an optics-based foundry option for our customers, and so we're very optimistic that those two things add to the overall opportunity to build out that RackScale architecture. Also just our OpenX 86. What we are seeing is that customers do love the x86 ecosystem, the software around it, and if they can build out an AI infrastructure with x86, they're very interested in doing that. We already have one large custom design win, and I would expect more. Lip Bu Tan: With that, thank you for joining us today. We have a clear opportunity to strengthen our business in both products and foundry. We have clear priorities to bette”