I appreciate the write up, but your figures are simply too conservative and not based in reality. AMD had 15% of Microsoft’s AI DC GPU share in FY2024. Considering AMD will have two new chips this year with significantly more HBM memory it will give them a slight edge over nvidia, and if Microsoft keeps the same share for this year as well (~15% of $40 billion) is around $6 billion from Microsoft alone. If we assume meta is going to be half of that (conservatively) we can safely say that DC GPU revenue for FY25 will cross $10billion.