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To: Joe NYC who wrote (72720)	12/4/2025 8:32:10 AM
From: Pravin Kamdar	Read Replies (1) \| Respond to of 73050

Lisa: I believe that it has given people a view of sort of AMD's capabilities. I think we always had good conversations, but I think the idea of just how competitive the MI400 series road map is, what we have going forward has certainly been helped since we announced the OpenAI deal. Tim: And do you worry about customer concentration? Can you speak a little bit about breadth? If you look out in your forecast, how broad will your customer base be? Lisa: Yes. Look, our view is, we are a general purpose supplier in the sense that OpenAI is a great partner, and we very, very much believe in their success and their road map. But we are highly engaged across all of the largest hyperscalers out there. And from a customer concentration standpoint, the key point is this is a big multigenerational, multi-gigawatt partnership. We have a number of others that are at similar scale, similarly multi-generation.