“I think we expect the CPU business from a market standpoint to grow, Ross. As we go into 2024, I think the rate and pace of growth will depend a little bit on the macro and just overall CapEx trends.”

In context

“From a competitive standpoint, what we see is Zen 4 is extremely competitive right now with Genoa, Bergamo, Siena. And as we go into Turin, we're deep in the design in-cycle for Zen 5 and Turin and we feel very good about how we're positioned. Ross Seymore: Thanks for that. I guess as my follow up. On the Data Center side, another theme that's been pervasive throughout 2023 at least was the GPU side driving out the CPU side. You mentioned that there is still a little bit of cloud digestion going on within your EPYC business. But where do you see that standing? I know you're going to gain share, et cetera, but you guys fully benefit from the Instinct side for the Data Center GPU side, but what about on the CPU side of things? Is that headwind now behind us or is it still an issue? Lisa Su: I think we expect the CPU business from a market standpoint to grow, Ross. As we go into 2024, I think the rate and pace of growth will depend a little bit on the macro and just overall CapEx trends. But from our standpoint, we are starting to see some of our larger customers plan their refresh cycles. There's a lot of let's call it older equipment that has yet to be refreshed and the value proposition for refresh is so strong because the energy efficiency and sort of the footprint of the newer generations are so much better than sort of the four or five year old infrastructure that we do see that refresh cycle happening as we get into 2024. I think the exact timing, we will have to understand more as it, as the market evolves as we go through the year. Operator: And the next question comes from the line of Vivek Arya with Bank of America Securities. Please proceed with your question. Vivek Arya: Thanks for taking my questions. So first one, Lisa, from you gave us the $2 billion plus”