“Overall, when we think about the second half, we actually think the gross margin will improve slightly because data center continues to be very strong growth driver, number one growth driver, second half versus the first half, which will be partially offset by continued strength on the client and the gaming side.”

In context

“n. Yes, there are a few puts takes on the gross margin. If you think about the Q2, excluding $800 million charge related to the MI308, our gross margin actually is around 54%. So at a company level, right, the mix is less favorable because the client and the gaming business is growing sequentially. But we do have a few drivers to drive the gross margin up. First, as I mentioned earlier, if you look at our client business, the gross margin has been improving because the richer mix of our latest generation product portfolio, that really helps. And also, secondly, within data center, when we expand the enterprise market share, we do see gross margin improvement. Of course, in addition, MI308 data center, GPU gross margin is on the low end of our data center GPU margin. So that also helps us. Overall, when we think about the second half, we actually think the gross margin will improve slightly because data center continues to be very strong growth driver, number one growth driver, second half versus the first half, which will be partially offset by continued strength on the client and the gaming side. Hope that answers your question. Operator: And the next question comes from the line of Thomas O'Malley with Barclays. Thomas O'Malley: Hey, Lisa and others. Thanks for taking my question. I really appreciate it. And Jean, thanks for the helpful answer there. I just wanted to understand your view on system-based architectures and whether you feel like you have what you need right now. Obviously, UALink 1.0 is coming out. You can use third party providers to kind of do the interconnect. ZT System does do a lot for you in terms of the system architecture. But from the interconnect side, do you think that you need more? Is that something that you're going to do internally? Look externally? Just want to understand where you think the portfolio is today and whether you can address system-based”