Introduces AMD-Meta partnership announcement and congratulates Lisa Su on the deal.
Jim
Lisa Su
Confirms excitement about expanded partnership with Meta, citing industry-wide heavy investment in AI infrastructure.
Asks about the strategic game plan with Mark Zuckerberg and implications for consumers, Meta, and AMD.
Jim
Lisa Su
States partnership is about superintelligence and making AI accessible everywhere for everyone.
Notes Nvidia's big deal and questions why Meta is taking a share in AMD when it didn't in other deals.
Jim
Lisa Su
Explains the strategic relationship accelerates innovation through deep hardware/software optimization at massive scale.
Questions the 160M share warrant structure, noting similar OpenAI deal and shareholder concerns about dilution.
David
Lisa Su
Defends warrants as performance-based strategic partnerships in a $1T AI accelerator market over five years.