“So far, so good. We are getting the let's call it a lot of input from our customers on, you know, things to test that we can do a lot of testing in parallel. And, you know, our expectation is that we will be on track for our second-half launch.”

In context

“le solutions. And yes, we will take revenue when we ship to the rack builder. Joe Moore: Okay. Great. And then can you talk to any risk that you may have in terms of, you know, once you get silicon out, turning that into racks, any potential issues as you ramp that? I know your competitor had some last year. You said you learned from that. You know, is there anything you've done with kind of free building racks to sort of ensure you won't have those issues? Just any risk we need to understand around that. Lisa Su: Yeah. I mean, I think so. The main thing is the development is going really well. It is we're right on track with the MI450 series as well as the Helios rack development. We've done a lot of testing already both at the rack scale level as well as, you know, at the silicon level. So far, so good. We are getting the let's call it a lot of input from our customers on, you know, things to test that we can do a lot of testing in parallel. And, you know, our expectation is that we will be on track for our second-half launch. Operator: Our next question comes from the line of Stacy Rasgon with Green Research. Please proceed. Stacy Rasgon: Hi, guys. Thanks for taking my questions. First one, Lisa, I just wanted to ask you about OpEx. Like, every quarter, you guys are guiding it up, and then it's coming in even higher then you're guiding it up again. And I understand given the growth trajectory that you need to invest, but how should we think about the ramp of that OpEx and that spending number as especially as the GPU revenue starts to inflect? Do we get leverage on that, or should we be expecting the OpEx to be growing even more materially as the AI revenue starts to ramp? Lisa Su: Yes. Sure, Stacy. Thanks for the question. Look, I think in terms of OpEx, we're at a point where we have very high conviction in”