“So, even in a mixed demand environment, I think we're bullish on what traditional server CPUs can do in 2024.”

In context

“h your characterization of the 2023 demand, although we did see some strong progress in the second half of the year, especially as customers in Cloud and Enterprise adopted our Genoa and our Zen 4 family. So going into 2024, I would say the traditional server market is probably still mixed, especially into the first half of the year. There's still some cloud optimization going on, as well as sort of enterprise being a little bit cautious. That being the case though, we also see opportunities for us to continue to grow share in the traditional server business. I think our portfolio is extremely strong. The adoption of Genoa and Bergamo, as well as our new Siena product lines are getting a lot of traction. And then, we also see Turin, our Zen 5 product coming in the second half of the year. So, even in a mixed demand environment, I think we're bullish on what traditional server CPUs can do in 2024. Operator: And the next question comes from the line of Timothy Arcuri with UBS. Please proceed with your question. Timothy Arcuri: Thanks a lot. Lisa, I'm wondering if you can give us a little bit of sense in terms of the milepost that you're kind of marching toward on this $400 billion TAM that you have for 2027. For example, do you think you can gain share at a rate that's kind of similar to the rate that you gained share for server CPU or I guess maybe asked a different way, is it reasonable to kind of look at your consumer GPU share of 20 plus percent, is that a reasonable bogey, or do you have aspirations higher than that, perhaps? Lisa Su: Yeah. Thanks, Tim, for the question. I would say a couple of things. First of all, we're really pleased with the progress that we've made in our”