“I mean, we're working closely with our suppliers over a multiyear time frame... So from that standpoint, I think we're well-positioned to grow substantially in 2026.”

In context

“ou know, expand our EPYC footprint. Operator: And the next question comes from the line of Tom O'Malley with Barclays. Please proceed. Tom O'Malley: Hey, Lisa. How are you? I just wanted to ask you mentioned on memory earlier as a sticking point in terms of inflationary cost. Different customers do this in different ways. Different suppliers do this in different ways. But can you maybe talk about procurement of memory, when that takes place, particularly on the HBM side? Is that something that gets done a year in advance, six months in advance, Different accelerator guys have talked about different timelines. Would be curious to kinda hear when you do the procurement. Lisa Su: Yeah. I mean, given the lead times for things like, you know, HBM and wafers and these parts of the supply chain. I mean, we're working closely with our suppliers over a multiyear time frame. In terms of what we see in demand, you know, how we ramp, how we that our development is very closely tied together. So I feel very good about our supply chain capabilities. We have been planning for this ramp. So independent of the current market conditions, we've been planning for a significant ramp in our both CPU as well as our GPU business over the past, you know, couple of years. And so from that standpoint, I think we're well-positioned to grow substantially in 2026. And now we're also doing, you know, multiyear agreements that, you know, extend beyond that, given the tightness of the supply chain. Tom O'Malley: Thanks. And just as a follow-up, you've seen a variety of different things in the industry in terms of system accelerator. So KB cash offload, more discrete ASIC style compute, CPX. If you look at what your competitors are and you look at your first generation”