Moor Insights & Strategy CEO: OpenAI deal signals AMD is a major player in GPU market

Let's bring in Patrick Morehead. More insights and strategy CEO and chief analyst on a big day. Patrick, thanks for coming in.Good to see you. Thanks for having me on here. I It just seems like every week uh something big hits that we talk about it being unexpected, but maybe this shouldn't be unexpected.Um Lisa said it's a big day for AMD and I don't think she was that wasn't just bluster, right. Well, it's not at all. I mean, AMD has been looked at as a hey, are they real.Right. They didn't have a GPU for ...