Great. Good morning, everybody. I'm John Vinh with KeyBanc Capital Markets. I cover semis here. We're pleased to have AMD with us this morning and pleased to have Matt Ramsay, Corporate Vice President ...
As investors scrutinize the AI data center capital spending of the "Magnificent Seven," the quarter's standout is Microsoft.
Built for agents and would-be app makers to wrangle complicated workflows, this programmable shortcut pad makes AI tangible.