Clearly this is a positive market reaction to AMD saying, here's what we see for the next five years. But that 80% Tiger compound annualized growth for the datacenter business, that's the headline really, isn't it. Yeah, I mean, there were a lot of headlines, a lot of numbers.And if you actually look at what happened as I was speaking, Stark really didn't do very much. Then after hours when the management were on stage and were being questioned, they put in a strong performance and that's really when the st ...

Tony, thank you very much uh for joining us. So, give me your overall thesis around the idea of AI debt. It sounds like yes, it's growing.The numbers are impossible to ignore, but not a worry point for you. Why not. >> Yeah, you know, I think that definitely is something to watch, but um to me, what's most important is that the kind of outcomes that you can get with generative AI are still there. I think that we're looking towards Agentic AI um to push the productivity um potential of the technology. I thin ...