“So I don't think that dramatically changes the TAM.”

In context

“China because that now seems to be somewhat restricted for US companies and then also kind of related to that how should we think about these AI diffusion rules that I think there is an implementation date that is coming up on May 15th. I'm curious what you have heard. So just sort of the implication of China restrictions and these AI diffusion rules on thinking about the addressable opportunity for you longer term. Thank you. Lisa Su: So, Vivek, I think it's a good question. I think overall it is a very dynamic market so you will appreciate that. On the China export controls, I think, we always expected that there would be some amount of what's called limitation on sort of leading edge GPUs going into China. So that was factored into our TAM expectation when we talked about $500 billion. So I don't think that dramatically changes the TAM. But what I will say is on the AI diffusion side we're very actively working with the government as they're thinking through these rules and it's a very fine balance that we have to have. At the end of the day when we look at sort of the US AI companies, we have leading edge technology. We want to ensure that the rest of the world can really use us as the primary platform. So I think it will be important to work through the AI diffusion rules and all of that as we think about longer term TAM. We're certainly spending quite a bit of efforts trying to ensure that it's well understood the importance of the overall ecosystem and having the rest of the world really adopt the US ecosystem given our strength and leadership overall. Operator: And the next question comes from C J Muse with Cantor F”