“So we're very happy with the progress that we have. We're right on track for a second-half launch and, you know, beginning production.”

In context

“h your question. Aaron Rakers: Yeah. Thanks for taking the question. Lisa, at your Analyst Day back in November, you seem to kind of endorse the high $20 billion AI revenue expectation that was out there on the street for 2027. I know today you're reaffirming the path to strong double-digit growth. So I guess my question is, can you talk a little bit about what you've seen as far as customer engagements, how those might have expanded? I think you've alluded to in the past multiple multi-gigawatt opportunities. Just any double click on what you've seen for the MI455 and Helios platform from a demand shaping perspective as we look into the back half of the year? Lisa Su: Yes. Sure, Aaron. Thanks for the question. So first of all, I think the MI450 series development is going extremely well. So we're very happy with the progress that we have. We're right on track for a second-half launch and, you know, beginning production. And as it relates to sort of the shape of the ramp and the customer engagements, I would say the customer engagements continue to proceed very well. You know, we have obviously a very strong relationship with OpenAI, and we're planning that ramp starting in the second half of the year going into 2027. That is on track. We're also working closely with a number of other customers who are very interested in ramping MI450 quickly. Just given the strength of the product. And, you know, we see that across both inference and training. And, you know, that is the opportunity that we see in front of us. So we feel very good about sort of the data center growth overall for us in '26. And then certainly going into 2027, you know, we've talked about, you know, tens of billions of dollars of data cente”