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To: neolib who wrote (68992)	8/5/2025 8:27:30 PM
From: Joe NYC	Read Replies (1) \| Respond to of 72238

I think they said gaming flattish, client up single digits. Also embedded up. So, in Q3, no segment should have a negative QoQ, while datacenter will have a strong growth. Also good tidbit from the CC is that more of this AI buildout is now going into traditional datacenter (CPU) which, for AMD is higher margin business. So, maybe more margin dollars in Q3 from datacenter GPU side at lower than corporate average And more CPU revenue at higher margins to balance the margin to stay unchanged from Q3. If there are any sales to china and there are no reversal of charges (meaning the WIP silicon will be now valued at low cost) the margins of those China sales could be quite ok, as they come in.