“We absolutely believe the data center GPU will grow and we think it will grow strong double digits. We had a plan that was second half weighted and it still is.”

In context

“at sort of consumption and overall sell-through. And we believe that we have a good overall inventory position and there is not, let's call it, a tremendous amount of pull-ins or other things that are coming into play. And we will continue to be very agile in how we look at that going forward. Operator: And the next question comes from the line of Vivek Arya with Bank of America Securities. Vivek Arya: Thank you. I had two questions as well. On the first one, just near-term, Lisa, did your GPU sales grow sequentially in Q1? How much was MI308 in that number? And if you look at 2025 overall, do you think GPUs can still grow despite the China headwind that you mentioned relative to the $5 billion plus you did last year? Lisa Su: Yes, sure, Vivek. So let me answer the second question first. We absolutely believe the data center GPU will grow and we think it will grow strong double digits. We had a plan that was second half weighted and it still is. Relative to the MI308 situation, it's certainly a headwind but one which we think is well contained given everything else that we have going on. And relative to the Q1 performance of data center GPU, it was down very modestly from Q4 which is what we expected. We did see good overall demand actually in the first quarter driven by MI325 so we had a significant adoption by a large foundational model company which was very positive there and as we go forward, we expect that we will continue to broaden both customers as well as workloads within our current customers for the Instinct portfolio. Jean Hu: And Vivek, in Q1, MI325 and MI300 will achieve a majority of our revenue. Vivek Arya: Great. And then longer term, Lisa, in the past you described I believe almost a $500 billion or so addressa”