“What I would say about 2025 is we feel very good about the growth opportunities I would say that it might be lumpy.”

In context

“ber? Can you continue to grow off that level? Or do you see some risk maybe of a pause next year? And I ask because MI355 is dropping into the existing infrastructure, and I think you did say you'll have a liquid cooled option, but you do hear about some customers wanting rack scale. So, I wonder if you worry a bit about there could be a pause before you get to rack scale in 2026. Dr. Lisa Su: Yes. I guess I would put it like this. I mean, look, this business is -- there's a lot of activity going on, and we're spending time with customers as they're building out their data centers, some preferred air-cooled environments, liquid cooled environments, some want rack scale, some are perfectly happy to go into their existing data center infrastructure. So, there are lots of different variants. What I would say about 2025 is we feel very good about the growth opportunities I would say that it might be lumpy. In general, these are large customer acquisitions and it's not always predictable exactly which quarters you would expect the significant build out. But I think overall, we feel good about the trajectory into 2025. That's helpful. Operator: The next question comes from the line of Joe Moore with Morgan Stanley. Please proceed with your question. Joe Moore: I wonder if you could talk about the $5 billion of AI revenue, how that breaks down between training and inference, if you're able to assess that and just I know you sort of started off with most of the traction in inference, but you've seen some traction on the training side. Can you just talk about what that split looks like going forward as well? Dr. Lisa Su: Sure, Joe. So certainly, from the $5 billion that we're talking about, the”