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Advanced Micro Devices, Inc. (AMD) Presents at The KeyBanc Technology Leadership Forum 2026 Transcript
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Maybe where we could start off our conversation, Matt, is server CPU sounds like it's on fire for you guys.
I think you talked about 80% growth in the second half, 70% revenue growth next year.
And you talked about having secured enough capacity to support that growth and potentially even upside to that number.
Maybe you can talk through what's been the primary constraint that you've had to work on to secure that sort of capacity.
And then for the upside to the 70% number, I've got to imagine you've got a lot more demand than that.