“The Helios ramp is just starting at the end of Q3 and will be much more substantial in Q4, which should give you the picture: Q3 is a strong quarter with very strong double-digit growth in the data center segment, and Q4 will be higher than that.”

In context

“Dr. Lisa Su (Chair and Chief Executive Officer): Tim, we believe server CPU will grow substantially in Q3 and Q4. We have very strong demand across our hyperscale and enterprise customers, and we have been adding additional supply as we've increased supply throughout the year. We are guiding the data center segment to grow sequentially double digits. Both server and data center AI will grow within that. Expect more growth for each of those businesses in Q4 with more supply coming online for server as well as for data center AI. The Helios ramp is just starting at the end of Q3 and will be much more substantial in Q4, which should give you the picture: Q3 is a strong quarter with very strong double-digit growth in the data center segment, and Q4 will be higher than that.”