“I think Q2 will be another significant ramp. And we're going to ramp supply every quarter this year.”

In context

“s the confidence to go from $3.5 billion to $4 billion. And I view this as very much -- it's a very dynamic market, and there are lots of customers. We said on the -- in the prepared remarks that we have over 100 customers that we're engaged with in both development as well as deployment. So overall, the ramp is going really well. As it relates to the supply chain, actually, I would say, I'm very pleased with how supply has ramped. It is absolutely the fastest product ramp that we have done. It's a very complex product, chiplets, CoWoS, 3D integration, HBM. And so far, it's gone extremely well. We've gotten great support from our partners. And so I would say, even in the quarter that we just finished, we actually did a little bit better than expected when we first started the quarter. I think Q2 will be another significant ramp. And we're going to ramp supply every quarter this year. So I think the supply chain is going well. We are tight on supply. So there's no question in the near term that if we had more supply, we have demand for that product, and we're going to continue to work on those elements as we go through the year. But I think both on the demand side and the supply side, I'm very pleased with how the ramp is going. Toshiya Hari: And then as my follow-up, I was hoping you could speak to your Data Center GPU road map beyond the MI300. The other concern that we hear is your nearest competitor has been pretty transparent with their road map, and that extends into '25 and oftentimes '26. So -- and maybe this isn't the right venue for you to give too much, but beyond the MI300, how should we think about your road map and your ability to compete in Data Center?”