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amd-ers get up in the morning and they say you know how can i use technology to solve some of the world's most important challenges and you know ai is really our mechanism for doing that
you will be able to judge whether we've done a good job or not by how we perform five years from now like the decisions we're making will take you know five plus years to play out but that's the key thing in tech like nothing is fast but hopefully it's quite lasting
it's going to be you know more than five percent but you know let's call it less than 20 percent so low low double let's say low double digits ... well i think the important thing is i mean just think about like everybody wants a gpu right like if you look across the industry you really say you know the people who are going to win in ai want to have as much compute in their foundation as possible and they want assurance of supply we want to be able to supply this no matter what happens and so if
we've been super impressed with the progress and you know if we look at the the main thing that we look at is you know yields and just how many chips do we get out on a given wafer and i would say it's equivalent between what we get in taiwan
this is our latest generation um ai chip it's our mi355 chip 185 billion transistors takes about nine months to build lots of technology on it if i just uh this is um three nanometer and uh six nanometers so lots of
i think the important thing is i mean just think about like everybody wants a gpu right like if you look across the industry you really say you know the people who are going to win in ai want to have as much compute in their foundation as possible and they want assurance of supply we want to be able to supply this no matter what happens and so if you put that in context you know the fact that you're not going for the the lowest cost you know every minute of the day is okay it's okay like obvious
it's going to be you know more than five percent but you know let's call it less than 20 percent so low low double let's say low double digits
we've been super impressed with the progress and you know if we look at the the main thing that we look at is you know yields and just how many chips do we get out on a given wafer and i would say it's equivalent between what we get in taiwan