“And then as we go into 2025, you would see it more across the rest of the portfolio.”

In context

“I PC side of things, do you believe that's more of a units driver for you, an SAP driver, or will it be both? Lisa Su: Yes. So I think, again, I think we're pretty excited about the AI PC, both opportunity in, let's call it, the near term and even more so in the medium term. I think the client business is performing well, both on the channel and on the MNC side. We expect clients to be up sequentially in the second quarter. And as we go into the second half of the year, to your question about units versus ASPs, I think we expect some increase in units as well as ASPs. The AI PC products, when we look at the Strix products, they're really well-suited for the premium segments of the market. And I think that's where you're going to see some of the AI PC content strongest in the beginning. And then as we go into 2025, you would see it more across the rest of the portfolio. Operator: Our next question is from Matt Ramsay with TD Cowen. Matthew Ramsay: Lisa, I have sort of a longer-term question and then a shorter-term follow-up one. I guess the -- one of the questions that I've been getting from folks a lot is, obviously, your primary competitor has announced, I guess, a multiyear road map. And we continue to hear more and more from other folks about internal ASIC programs at some of your primary customers, whether they be for inference or training or both. I guess it'd be really helpful if you could just talk to us about how your conversations go with those customers, how committed they are to your long-term road map, multigeneration, as you described it, how they juxtapose doing investments of their internal silicon versus using a merchant supplier lik”