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To: neolib who wrote (68991)	8/5/2025 10:48:26 PM
From: rzborusa	Read Replies (2) \| Respond to of 72137

As I point out the story in the media is entirely about the MI308/China and that is what all the nonsense headlines are now about. This was known MONTHS ago, and is in the process of being reversed. Its idiotic to be obsessing about that. Per guide, data center should have been down 800M, but was only down 500M (3.2 vs 3.7) and MI355 starting shipping in June so little revenue in the qtr. That's clear truth. One concern, are the 308s turning into brown banana's ? Thanks allot Donald.