“Going forward, expect both unit and ASP growth.”

In context

“Dr. Lisa Su (Chair and Chief Executive Officer): Josh, to ground you on recent growth, we are seeing both unit and ASP growth. In Q2 we grew over 70% in both cloud and enterprise with double-digit growth in both units and ASPs, and unit growth was higher. That's the nature of our business: very strong unit demand. ASP growth occurs as we go to higher core counts. Going forward, expect both unit and ASP growth. Since we saw the inflection point in server demand, we've been working across the supply chain—wafers, back-end capacity, substrates and components—to raise overall capacity for servers. We're seeing that play out this year and expect more capacity coming online in 2027 to support the growth we've discussed. Think about both unit and ASP in this framework.”