“As we go into the fourth quarter, there is an implied significant ramp in revenue.”

In context

“question. Toshiya Hari: Hi, thank you so much for taking the question. My first one is on the Datacenter business as well. And I just wanted to follow up on the Q3 to Q4 dynamic. And I do apologize if I missed this, but in the implied growth rate in Datacenter in Q4, can you speak to what percentage of supercomputing. I think there is a big project that's slated to ship in Q4. And is there any contribution from the Instinct series outside of supercomputing as well or is it primary your server CPU franchise? Lisa Su: Yes, sure, Toshiya. Thanks for the question. So, as Jean said, into the third quarter, we expect double-digit sequential growth in Datacenter, that's primarily EPYC. So, that's primarily the Zen 4, let's call it the combination of Genoa and Bergamo, as that continues to ramp. As we go into the fourth quarter, there is an implied significant ramp in revenue. I think there are multiple components to that. So, there is -- the server CPU side will continue to ramp as we see Zen 4 ramp. There is a sort of large, call it, lumpy supercomputer win, so our El Capitan win will be in the fourth quarter primarily, with a little bit in the first quarter. And then we will have contribution from both MI300X going to large AI customers as they start their initial ramps, as well as MI250s with a number of customers who have now -- view that as a very good option for some of the workloads that are not necessarily the largest language models or the largest parameters, but let's call it more sort of the other AI workload. So, those are the components of the fourth quarter implied growth. Lots of pieces to it, but clearly a big piece of it is the MI300 ramp. Tos”