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Subject
Quote from Video
we've heard from Micron during the earnings that they're still only fulfilling 50 to two-thirds of a company's demand. So, there's still so much pent up demand.
“we've heard from Micron during the earnings that they're still only fulfilling 50 to two-thirds of a company's demand. So, there's still so much pent up demand.”
Subject
Quote from Video
we're going to see this crazy demand of AI chips and and the supply is not going to be there. Supply is not going to be able to match it anytime soon.
“we're going to see this crazy demand of AI chips and and the supply is not going to be there. Supply is not going to be able to match it anytime soon.”
Subject
Quote from Video
We saw demand accelerate across the data center, PC, gaming, and embedded markets, launched the broadest set of leadership products in our history...
“We saw demand accelerate across the data center, PC, gaming, and embedded markets, launched the broadest set of leadership products in our history...”
Subject
Quote from Video
there's no question that the demand continues to be strong and so we're working with our supply chain partners to increase supply as well but from what we see today I think the overall server situation is strong.
“there's no question that the demand continues to be strong and so we're working with our supply chain partners to increase supply as well but from what we see today I think the overall server situation is strong.”