“Now, the important thing is where is the return on investment for those investments? We are seeing the return on investments. I mean, the fact is, we are ramping our own AI usage within AMD very significantly month over month. And we're seeing the productivity come back in just better products, more capable products, faster time to market. And that will come out as you look at the long arc [of technology].”

“You can't just wake up one morning and say, 'Oh, I want a gigawatt of compute tomorrow,'”