“When we look at the various pluses and minuses, I think we feel very good about the Data Center business. It continues to be a strong growth driver for us as we think about 2024 for both server as well as our MI300 clients as well, we think incrementally improves from a market standpoint as well as we believe we can gain share, given the strength of our product portfolio.”

In context

“ominantly more for AI in Q1. So that -- because of the long lead time manufacturing cycle, we feel like it's going to be a similar level of revenue with the Data Center GPU. But in general, if you look at our business, we do have a seasonality. Typically Q1, the Client business, server business, Gaming business seasonally is down. Of course, right now, we definitely have a little bit more seasonality, given Embedded and the Gaming dynamics we are seeing right now. Server and Client typically were down sequentially, seasonally too. But overall, I think we are really focused on just execution. We probably can provide more color when we get close to Q1 2024, and especially, Lisa, please add if we have any color we can provide on the whole year 2024. Lisa Su: Yeah. No, I think that covers it. When we look at the various pluses and minuses, I think we feel very good about the Data Center business. It continues to be a strong growth driver for us as we think about 2024 for both server as well as our MI300 clients as well, we think incrementally improves from a market standpoint as well as we believe we can gain share, given the strength of our product portfolio. And then we have the headwinds of Embedded in the inventory correction that we'll go through in the first half and the console cycle. So I think those are the puts and takes. Operator: And our next question comes from the line of Vivek Arya with Bank of America. Please proceed with your question. Vivek Arya: Thanks for taking my question. Lisa, on the MI300, many of your hyperscaler customers have internal ASIC solutions ready or in the process of getting them ready. So if inference is the primary workload for MI300, do you think it is exposed to replacement by internal ASICs over time or do you think both MI300 and ASICs can coexist, right, along with the incumbent GPU solution? Lisa Su: Yeah. I think Vivek, when we look at the set of AI workloads going forward, we actually think they're”