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To: neolib who wrote (50865)	8/1/2023 4:26:01 PM
From: Vattila	Read Replies (2) \| Respond to of 72186

Congrats with the bullseye win! A little disappointing outlook, though. Will be interesting to hear what they have to say on the earnings call.

To: neolib who wrote (50865)	8/1/2023 4:26:01 PM
From: neolib	Read Replies (2) \| Respond to of 72186

So gaming down 10% QoQ and Embedded down 7% QoQ, but data center up 2% QoQ, and client up 35% QoQ. Also note that in data center, the Xilinx portion, which is fairly small I think, was down QoQ. They did state that Genoa revenue doubled (I think this means sequentially, so QoQ). Unfortunately, not magnitude reference there. So client going from 739 to 998 or +259M was really the only bright spot IMHO. Console grew YoY, that means it must be significantly above $1B, meaning GPU is now significantly below 600M.