“I don't think it adds meaningfully to revenue in the second half of the year, but it certainly adds to customers getting experience with AMD.”

In context

“d maybe how to think about how much demand that's going to stimulate and what the ultimate goal is for that cloud? Lisa T. Su: Yes. So there are a couple of things in that question, so let me answer. So the developer cloud is simply we want to make it super easy for developers to get on AMD Instinct GPUs. One could say, again, if we look back at the MI300 family, we were very focused on the largest hyperscalers and the largest customers, but there's a lot of interest in the -- in our GPUs across a number of customers who just wanted easier access. And so by ensuring that a developer cloud is there, that it has ready-to-deploy containers. You can run training and inference easily. You don't necessarily have to make longer-term commitments. I think that's the purpose of the developer cloud. I don't think it adds meaningfully to revenue in the second half of the year, but it certainly adds to customers getting experience with AMD. I think the larger revenue opportunities for us are really with large customer adoption as they ramp to larger deployments. And we're very actively trying to get those deployments up and running as soon as possible. One of the things, just as a reminder, that the MI355 is -- given that it's a similar infrastructure to MI300, we actually think it's going to ramp very quickly and very well for customers, and I think that's one of the attractive portions of it as well. Operator: And the next question comes from the line of Ross Seymore with Deutsche Bank. Ross Clark Seymore: Lisa, want to go back to the Instinct side of things and the MI355 ramp. It looks like the second half is going to ramp really significantly. You said it's going to be up year-over-year in the third quarter. I believe a”