“I think we expect units to grow sort of substantial double-digit percentage.”

In context

“s a little look under the hood as the, I guess, the -- I've got 100 versions of the same question which is, how the heck did you come up with that number. So, if you could give us a little bit more in terms of are we talking about systems and accelerator cards? Are we talking about just the silicon? Are we talking about full servers? And what kind of sort of unit assumptions? Any kind of thing that you can give us on-market sizing or what gives you the visibility so early into this generative AI trend to give a precise number of three years out? That would be really, really helpful. Thank you. Lisa Su: Sure. Well, Matt, I don't know-how precise it is, but I think we said approximately $400 billion. But I think what we need to look at is growth rate and how do we get to those growth rates. I think we expect units to grow sort of substantial double-digit percentage. But you should also expect that content is going to grow. So, if you think about how important memory and memory capacity is as we go forward, you can imagine that we'll see acceleration there and just the overall content as we go to more advanced technology nodes. So, there's some ASP uplift in there. And then, what we also do is, we are planning longer-term roadmaps with our customers in terms of how they're thinking about sort of the size of training clusters, the number of training clusters. And then, the fact that we believe inference is actually going to exceed training as we go into the next couple of years just given as more enterprises adopt. So, I think as we look at all those pieces, I think we feel good that the growth rate is going to be significant and sustained over the nex”