“We can meet those upsides.”

In context

“ata centers. And you start to hear them talk in terms of power. They don't even talk in terms of how many XPU or GPU plus they found in the 500 megawatt, 1 gigawatt was no but people that. So we are as they get this enable, we're getting, we're getting upsides. And I expect that to happen a lot more in 2025. We're not putting that in any guidance or indication we're giving you. But I what you say is exactly right on. We do expect to see upside as we've been seeing recently. We continue to see that probably going forward over the next 12 months, especially related to XPUs getting deployed and getting infrastructure available and rushing to deploy them. We see quite a bit of that. Harlan Sur: Have you been able to meet that upside or are you somewhat limited by supply constraints? Hock Tan: We can meet those upsides. Harlan Sur: Okay. Thank you, Hock. Hock Tan: Thanks. Operator: One moment for our next question. And that will come from the line of Edward Snyder with Charter Equity Research. Your line is open. Edward Snyder: Thank you very much. Hock, that was a perfect segue into my question. You've said in the past calls that you thought that AI compute would move away from ASICs and go to merchant market. But it looks like the trend is kind of heading the other way. Are you still the opinion that, that's going to be the long-term trend of this? And secondly, as you just pointed out, power is becoming the defining factor for deployment with all the big guys at this point. Given the performance per watt of the ASICs over GPUs, which is superior to GPUs, why shouldn't we see more of these guys moving t”