Bryson: Every new AI chip is a race with Nvidia

Maybe the the Lisa Sue comments are effectively providing some added color and context around just what AMD is expecting over the next several quarters at this point. But but what exactly was the thing that stood out to you with regard to why we're seeing such a downside move in AMD given what was a pretty decent quarter. I I I think wi with the downside move, it's it's all about expectations.Uh we had reports out there talking about pricing for their their newest chips uh being substantially higher. Uh I d ...