“The ramp is, on schedule to start in the second half of the year. MI450 is doing, great. Helios is doing well.”

In context

“nity for us in addition to ramping our training capabilities. Operator: Thank you. And the next question comes from the line of Ben Reitzes with Melius Research. Please proceed. Ben Reitzes: Yeah. Hey. Thanks. Appreciate it. Hey. Lisa, wanted to ask you about OpenAI. Know, I'm sure a lot of the volatility, you know, out there is not lost on you. Is everything on track for the second half for starting the six gigawatts and the three point five year timeline. As far as you know? And is there any other color that you'd just like to give on that relationship? And then I have a follow-up. Thank you. Lisa Su: Yeah. I mean, think, Ben, what I would say is, you know, we're very much working in partnership with OpenAI as well as our CSP partners. To deliver on MI450 series and deliver on the ramp. The ramp is, on schedule to start in the second half of the year. MI450 is doing, great. Helios is doing well. We are in, you know, let's call it deep co-development across all of those parties. And, you know, as we look forward, I think we are optimistic about the MI450 ramp for OpenAI. But I also want to remind everyone that we have a broad set of customers that are, you know, very excited about MI450 series. And so in addition, to the work that we're doing with OpenAI, there are a number of customers that we're working to ramp in that time frame as well. Ben Reitzes: Alright. I appreciate that. And, I wanted to shift to the server CPU and just talk about x86 versus ARM. You know, there's some view out there that x86 has particular edge in agents, big picture. You know, do you agree with that? And what are you seeing from customers? And in particular, you know, obviously, your big competitor is”