“We are expecting some growth in the Client business, so I wouldn't say it'll be flat to the first half, but it will be -- we're planning for it to be a little bit less than seasonal just given some of the uncertainties out there.”

In context

“I think if you look underneath that, what we're seeing is strength in every part of our Client business, so we saw very strong sales in our desktop channel area. We have a leadership product there, best gaming GPUs with our X3D GPUs. We've had strong Ryzen AI adoption as well in the first half of the year. We see that in sell-through. And in addition, we've had strong enterprise sell-through as we brought that forward. So to your question of how much is pull forward, we don't think a whole lot of that is. We actually -- when we look at the sell-through patterns, the end user consumption is actually quite strong for Client in terms of going into the second half of the year. As we said in our Q3 guide, the primary driver of our Q3 guide is a very strong Data Center driven by MI350 ramping. We are expecting some growth in the Client business, so I wouldn't say it'll be flat to the first half, but it will be -- we're planning for it to be a little bit less than seasonal just given some of the uncertainties out there. But the Client business is performing extremely well for us, and we believe we are gaining share in all the right places. So if you look at the numbers in the first quarter, and it'll show through in the second quarter as well, a lot of the uplift in revenue is in ASPs. And that is basically we're selling up the stack on the strength of our portfolio. And I think we're still quite underrepresented in the enterprise portion of the business. That is where we have increased our go-to-market resources and focus, and we're seeing nice traction there, especially with the portfolios that we have from HP and Lenovo in enterprise PCs, and now we're adding Dell as well as ramping here, started in the second quarter. We'll ramp more in the second half of the year. So I think all of those are tailwin”