AI Spending Is Still Justified, Says Lazard

The spending is justified and the spending is going to continue to grow. AMD will be a beneficiary of that. You know, I find the chronology of earnings interesting.What do you think we learned from A&E about the future. Yeah, I mean obviously the hyperscalers earnings that we have seen so far has laid out the groundwork that all the relevant hardware, semiconductor Elliott team will tremendously benefit because we continue to see that demand cannot. You know, basically there's a supply that cannot meet the ...