“So let me say, as we look into 2025, I think we see a good server market between cloud and enterprise. I think as we went into sort of the early part of '24, there was a little bit of, let's call it, less investments on the CPU side as people were optimizing investments for AI. We saw that sort of pick up in the second half of the year in '24, and we would expect that to go into '25.”

In context

“rse. It would be hard to grow strong double digits otherwise, right? Operator: And the final question comes from the line of Toshiya Hari with Goldman Sachs. Please proceed with your question. Toshiya Hari: Hi, thank you so much for squeezing me in. Lisa, I had a question on the server CPU business. I'm curious how you're thinking about the market this year? And if you can delineate between cloud and enterprise, that would be really helpful. And then kind of part B to that question. In your prepared remarks, you talked about you all having more than 50% share across the major hyperscalers. How would you characterize the competitive intensity at those customers vis-a-vis some of the internal custom silicon that's expected to ramp over the coming quarters and years? Lisa Su : Sure, Toshiya. So let me say, as we look into 2025, I think we see a good server market between cloud and enterprise. I think as we went into sort of the early part of '24, there was a little bit of, let's call it, less investments on the CPU side as people were optimizing investments for AI. We saw that sort of pick up in the second half of the year in '24, and we would expect that to go into '25. So the enterprise refresh cycles are coming in again. And certainly, there are a number of cloud vendors that are now, let's call it, reupdating some of their data centers. And then your second question was, as it relates to --. Toshiya Hari: [Competitive custom silicon] (ph). Lisa Su : Yes. Look, I think it's about the same. What I would say, Toshiya is, it is less about custom silicon versus x86. It is much more about do you have the right product for the right workload. And look, the server market is always a competitive market. What we've done, and you've seen it in our Zen 4 product line as well as in our Zen 5 product-line. We've expanded the design points for each of the core generation so that we have cloud native and then we have enterprise optimized low core count, high core cou”