“The Data Center will continue to ramp in second half. I think that will continue to be the major driver of gross margin expansion in second half.”

In context

“nsion because of the Data Center mix? Or just any puts and takes of Embedded and then what it means for gross margins in the back half? Jean Hu: Vivek, thank you for the question. I think the Embedded business declined a little bit more than expected, really due to the weaker demand in some of the markets, very specifically, communication has been weak. And some pockets of industrial and automotive, as you mentioned, it's actually quite consistent with the peers. Second half, we do think the first half is the bottom of Embedded business and will start to see gradual recovery in the second half. And going back to your gross margin question is, when you look at our gross margin expansion in both Q1 and the guide at Q2, the primary driver is the strong performance on the Data Center side. The Data Center will continue to ramp in second half. I think that will continue to be the major driver of gross margin expansion in second half. Of course, if Embedded is doing better, we'll have a more tailwind in the second half. Operator: Our next question is from Timothy Arcuri with UBS. Timothy Arcuri: I also wanted to ask about your data center GPU road map. The customers that we talk to say that they're engaged, not just because of MI300, but really because of what's coming. And it seems like there's a big demand shift to rack scale systems that try to optimize performance per square foot given some of the data center and power constraints. So can you just talk about how important systems are going to be in your road map? And do you have all the pieces you need as the market shifts to rack scale systems? Lisa Su: Yes, sure, Timothy. Thanks for the question. For sure, look, our customers are engaged in the multigeneration”