“So we would expect that MI355 continue to ramp in the first half of '26 and then, as we mentioned, MI450 Series comes online in the second half of 2026, and we would expect a sharper ramp as we go into the second half of 2026 of our data center AI business.”

In context

“ver as well as the data center AI business. And a reminder that, that was without any MI308 sales. The MI355 has ramped really nicely. We expected a sharp ramp into the third quarter and that proceeded well. And as I mentioned, we've also seen some strengthening of the server CPU sales and not just, let's call it, near term, but we're seeing our customers are giving us some visibility in the next few quarters that they see elevated demand, which is positive. Going into the fourth quarter, again, strong data center performance, up double digits sequentially and up in both server and data center AI, again, on the strength of those businesses. And to your question, I mean, we're not guiding into 2026 yet obviously, but given what we see today, we see a very good demand environment into 2026. So we would expect that MI355 continue to ramp in the first half of '26 and then, as we mentioned, MI450 Series comes online in the second half of 2026, and we would expect a sharper ramp as we go into the second half of 2026 of our data center AI business. Vivek Arya: And for my follow-up, there is some industry debate, Lisa, about OpenAI's ability to kind of simultaneously engage with all 3 merchants and the ASIC suppliers, just given the constraints around power and CapEx and their existing kind of CSP partners and so forth. So how are you thinking about that? Like what is your level of visibility in the initial engagement and then more importantly how it kind of broadens out into '27? Is there a way that one can model what the allocation would be? Or just how should we think about the level of visibility in this very important customer? Lisa Su: Yes, absolutely, Vivek. Look, we're very -- obviously, very excited about our relationship with OpenAI. It's a very significant relationship. Think about it as it's a pretty unique time for AI ri”