“I do feel like it's durable. It is not a short-term thing. I think it is a multi-quarter phenomenon as we're seeing just much more demand as these AI workloads really turn into -- you have to do real work.”

In context

“ee sort of a broadening of that CPU demand. So we have -- a number of our large hyperscale clients are now forecasting significant CPU build into 2026. And so from that standpoint, I think it's a positive demand environment, and it is because AI is requiring quite a bit of general-purpose compute. And that's great. It catches our cycle as we're ramping Turin. So the Turin ramp has gone extremely fast, and we see good pull for that product as well as consistent strong demand for our Genoa product line as well. So back to seasonality as we go into 2026, I think we expect that the CPU demand environment into 2026 is going to be, let's call it, positive. And so we'll guide more as we get into the end of the year, but I would expect a positive demand environment for CPUs as we see this demand. I do feel like it's durable. It is not a short-term thing. I think it is a multi-quarter phenomenon as we're seeing just much more demand as these AI workloads really turn into -- you have to do real work. Jean Hu: So Josh, on the supply side, we have supplies to support our growth and especially in 2026, we're prepared for the ramp. Joshua Buchalter: Got it. And for my follow-up, Lisa, in your prepared remarks, you highlighted progress you guys have made on ROCm 7. I know this has been an area of focus. And can you maybe spend a minute or 2 talking about where you feel you're at competitively with ROCm? How wide is the breadth of support you're able to offer to the developer community? And what areas do you still have work to do to close any potential competitive gap? Lisa Su: Yes, Josh, thanks for the question. Look, we've made great progress with ROCm. ROCm 7 is a significant step forward in terms of performance and sort of all the frameworks that we support. It's been really, really imp”