“I think MI325 is a great product. It's going to compete very well with H200 and the MI350 series will compete very well with Blackwell.”

In context

“with Bank of America Securities. Please proceed with your question. Vivek Arya: I had two. So, Lisa, for the first one, how do you address this investor argument that MI is off to a great start, but spec-wise, remains kind of one year behind the industry leader, right? You're shipping something comparable to Hopper while they are starting to ship Blackwell next year when you are at MI350, they will be on Blackwell Ultra or Rubin. So how do you see AMD closing that gap? And can you really gain share until that gap is closed? Dr. Lisa Su: Yes. Vivek, I actually don't see that. So maybe let me state it in another way. I think MI300, when we launched it was behind H100, H100 was in the market for a longer time. And we have with our accelerated road map actually closed a good part of that gap. I think MI325 is a great product. It's going to compete very well with H200 and the MI350 series will compete very well with Blackwell. In the overarching view of the world, frankly, the market -- the market continues to be constrained, particularly in the newer product generations. It takes a long time to go from, let's call it, shipping your first samples to actually ramping in volume production workloads. And I think one of the advantages that we have with the -- with our portfolio is that from a data center retrofit standpoint, it's actually a much easier ramp, just the infrastructure is the same. So, look, there are lots of opportunities across the set of AI workloads. We think this road map is actually strengthening over time, and that's the feedback that we're getting from our customers. Vivek Arya: And for my follow-up, Lisa, back to the question on the PC market. So, it was up -- or the client was up 26% sequenti”