“The way to think about it is both businesses are going to grow substantially.”

In context

“Dr. Lisa Su (Chair and Chief Executive Officer): Yes, Tom, thanks for the question. We are certainly seeing a very strong compute market demand across both the data center accelerator as well as the server CPU. The server CPU inflection is a little newer, and we have been giving updates on that. As we go forward, looking at our Q3 and Q4 guidance, we see very strong growth across both server and data center AI. We expect server to grow over 80% in the second half year-over-year. We are seeing very strong data center AI growth, and that reflects into our 2027 expectations. The way to think about it is both businesses are going to grow substantially. The data center AI TAM is larger, and as we ramp the large strategic customers that we have on Helios in 2027, you would expect substantial growth in that business in 2027. But both businesses are significant drivers of our 2027 growth and beyond.”