00:00Clearly, this is a positive market reaction to AMD saying, here's what we see for the next five years.
00:06But that 80 percent CAGA compound annualized growth for the data center business, that's the headline, really, isn't it?
00:13Yeah, I mean, there were a lot of headlines, a lot of numbers.
00:15And if you actually look at what happened as they were speaking, stock really didn't do very much.
00:20Then after hours, when the management were on stage and were being questioned, they put in a strong performance.
00:26And that's really when the stock started to pick up. And that's what the analysts and investors have reacted to, really.
00:32Ian, was enough articulation given by Lisa Su as to if OpenAI is good for the money longer term?
00:39She was asked a lot about some of these nervousness, about these circular deals, about an AI bubble in other kind of words.
00:48Yeah, I mean, you're right. She was asked about that, sort of talked around it.
00:51Then the analysts were like, no, come on, you've got to help us out here.
00:54And what she said really was, look, if everything happens as though it is laid out, as we get the users, the amount of models deployed and everything, the money is going to be there.
01:06Real quick, the money is going to be there.
01:07I believe Lisa Su was asked by some of the analysts community about the relationship with OpenAI.
01:12And they posed the question that we tried to some weeks ago when she was in the seat you're in.
01:16Is OpenAI good for it?
01:18And she said, yes, don't don't rule them out was her strong, strong sort of retort to that push.
01:23So, we're talking to you.
01:24Okay.
01:26So, we're going to take a think of that.
01:26We're here with Matt trouver in the seat.
01:28So, each person misses them out is going to be a sign of your��алы.
01:29And we're what Ruth, like a friend wholies looking down.
01:31Oh, man, oh, right.
01:32Hopefully this person wants to get all the answers.
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