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To: neolib who wrote (68951)	8/5/2025 5:49:09 PM
From: neolib	Read Replies (1) \| Respond to of 72232

Lead times on MI. Visibility on large orders. 8-9 months. Strong supply chain and well prepared.

To: neolib who wrote (68951)	8/5/2025 6:59:42 PM
From: Joe NYC	Read Replies (1) \| Respond to of 72232

re: gaming We will see if client dGPU in Q4 can offset some of the decline in console. It seems like the standalone dGPUs are performing well for AMD - while mobile dGPUs are now insignificant. re: client even single digit growth from a strong base starts to add up. Could be > 100 million. BTW, there is a bit of a pattern in last maybe 4 quarters, for Client to outpeprform and datacenter GPU to be only so so. But it is a good story for WS to hype datacenter GPU and undersell client, even though client has been bringing in the bacon. For Q3, hypothetically, the 1 billion can come from - client 150m - embedded 50m - datacenter CPU 300m - datacenter GPU 500m