AMD's 24 Point: A Positive Narrative

The longer the market stays depressed, the bigger the opportunity for some growth to happen in these cycles that we talk about. I think probably next year, the consumer side depends a little bit more on these use cases. But if consumer starts to really use this stuff, I don't think AI can offload workloads into the devices so that the hyperscalers don't have to build themselves entire systems. They let you pay for it yourself. That's going to be good for phones and PCs,. And I'm not sure it's still very unclear to me how, if Qualcomm can actually make money off of what they can do in AI. Right? You know one thing will help everybody's