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| Prompt: | |
| 'Below is an instruction that describes a task, paired with an input that provides further context. Use the following guidelines to write a response that that appropriately completes the request: | |
| ### Instruction: | |
| - Write a detailed paragraph consisting of exactly five complete sentences that answer the question based on the provided context. | |
| - Focus on addressing the specific question posed, providing as much relevant information and detail as possible. | |
| - Only use details from the provided context that directly address the question; do not include any additional information that is not explicitly stated. | |
| - Aim to provide a clear and concise summary that fully addresses the question. | |
| Question: What was discussed regarding the Wearables revenue performance? | |
| Context: Products revenue $79.1b. Up 8%, as iPhone returned to growth. Had incredibly strong results in Wearables, where Co. set all-time records for Apple Watch and AirPods. Services revenue grew 17% to new all-time record $12.7b with double-digit growth in every geographic segment, a new all-time records across portfolio. Among consumers and businesses, planning to purchase tablets in March qtr., 78% plan to purchase iPads. Wearables, Home & Accessories: Established new all-time record with revenue of $10b, up 37% YoverY with strong double-digit performance across all five geographic segments and growth across Wearables, Accessories and Home. Set all-time records for Wearables in virtually every market Co. tracks, even as it experienced some product shortages due to strong customer demand for Apple Watch and AirPods during the qtr. Continued to see strong demand for products in enterprise market, as technology solutions enabled businesses to do their best work. 100% of Fortune 500 companies in healthcare sector use AAPL technology in areas like patient experience, clinical communications and nursing workflows. Seeing smaller companies in this sector drive innovation with technology and apps. One example is Gauss Surgical, which uses Core ML in iOS to more accurately estimate blood loss during childbirth and surgery. This helps clinicians have more complete and timely information on whether a patient needs an intervention, which can impact both clinical outcomes and costs. Amit, it's Tim. If you look at the Apple -- or the Wearables as a category within the Wearables, Home and Accessories revenue, Wearables grew 44%, so it was very strong, as you say. The -- both Apple Watch and AirPods did very well in terms of collecting new customers. Apple Watch, in particular, 75% of the customers are new to the Apple Watch, and so it's still very much selling to new customers at this point. So it was a very strong performance by iPhone in a difficult environment. Also, in Japan, we had very strong double-digit growth from Services, stronger than company average, and very strong double-digit growth in Wearables, also stronger than company average. So we feel very good. | |
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| The Wearables revenue performance was strong, with Apple Watch and AirPods setting all-time records. Apple Watch had a 75% customer base of new customers, while AirPods had a 50% customer base of new customers. Apple Watch and AirPods also experienced product shortages due to strong customer demand, but this did not hinder the overall revenue performance. The Wearables, Home and Accessories revenue grew 44%, with strong double-digit growth in all five geographic segments. Additionally, Apple saw strong demand from enterprise customers, with technology solutions enabling businesses to do their best work. One example is Gauss Surgical, which uses Core ML in iOS to more accurately estimate blood loss during childbirth and surgery. This helps clinicians have more complete and timely information on whether a patient needs an intervention, which can impact both clinical outcomes and costs. | |
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| Prompt: | |
| 'Below is an instruction that describes a task, paired with an input that provides further context. Use the following guidelines to write a response that that appropriately completes the request: | |
| ### Instruction: | |
| - Write a detailed paragraph consisting of exactly five complete sentences that answer the question based on the provided context. | |
| - Focus on addressing the specific question posed, providing as much relevant information and detail as possible. | |
| - Only use details from the provided context that directly address the question; do not include any additional information that is not explicitly stated. | |
| - Aim to provide a clear and concise summary that fully addresses the question. | |
| Question: How has the growth been for AMD in the PC market? | |
| Context: Yes. So when we look at the PC market, we finished 2019 very strong in the overall PC market, both mobile and desktop. I think that's primarily on the strength of the product portfolio and the expanding customer platforms that we have. So let me talk first about the market, and then talk a little bit about how we're seeing the full year. So if you look at the PC market, I think, the discussion so far has been, let's call it, 2020, flat to maybe down slightly. There has been some concern raised about the second half of '20 perhaps be weakened -- weaker than normal seasonality just due to some of the enterprise refresh cycles that are strong in the first half. So we feel good about that. In the data center market, again, I would say that the growth of computing continues. From our standpoint, we see it as a good market environment for data center in both cloud as well as enterprise. I think the CPU opportunity is very immediate and in front of us as we look at the opportunities with Rome and the expanding opportunities. I think the data center GPU market continues to be an important growth vector for us, and now I call that over the several-year horizon. So when you look at the opportunities that we have, when we combine our CPU and GPU IP together, they're very, very strong. So I'm not sure I'm going to forecast a share target for 2020. I will say though, if you take a look back at the last 8 quarters, we've been on a fairly steady share gain in PCs, somewhere between -- depending on the quarter, let's call it, 50 to 100 basis points per quarter, and that changes between desktop and notebook. I think we grew somewhere on the order of 4 points a share. | |
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| AMD has seen strong growth in the PC market, both mobile and desktop, due to the strength of its product portfolio and expanding customer platforms. The PC market is expected to remain flat to slightly down in 2020, but AMD is confident that its CPU and GPU IP will continue to be strong. AMD has been on a steady share gain in the PC market, with gains of 50 to 100 basis points per quarter, and it has grown its share by 4 points in the last 8 quarters. | |
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| Prompt: | |
| 'Below is an instruction that describes a task, paired with an input that provides further context. Use the following guidelines to write a response that that appropriately completes the request: | |
| ### Instruction: | |
| - Write a detailed paragraph consisting of exactly five complete sentences that answer the question based on the provided context. | |
| - Focus on addressing the specific question posed, providing as much relevant information and detail as possible. | |
| - Only use details from the provided context that directly address the question; do not include any additional information that is not explicitly stated. | |
| - Aim to provide a clear and concise summary that fully addresses the question. | |
| Question: What is Nvidia's visibility in the data center business? | |
| Context: People still saw it as something esoteric. But today, data centers all over the world expect a very significant part of their data center being accelerated with GPUs. The number of workloads that we've accelerated since in the last 5 years have expanded tremendously, whether it's imaging or video or conversational AI or deep recommender systems that probably unquestionably, at this point, the most important machine learning model in the world. When we came -- when we started to introduce Ampere to the data center, it was very commonsensical to them that they would adopt it. They have a large amount of workload that's already accelerated by NVIDIA GPUs. And as you know, our GPUs are architecturally compatible from generation to generation. And I think every nation and government and scientific lab is now gearing up to think about what does it take to create a national defense system for each country that is based on computational methods? And NVIDIA is an accelerated computing company. We take something that otherwise would take a year in the case of Oak Ridge, and they filter 1 billion compounds in a day. And so notice, I've said 3 different architecture in a data center today. Most data centers today has a storage server, has CPU servers, and it has scale-up acceleration service with Voltas has scaled out servers with GeForce and then it has scale cloud computing, flexible servers based on V100. And so the ability to predict workload is so hard, and therefore, the utilization of these systems will be spiky. And then the second thing is we'd like to be able to innovate across the entire stack. You know that NVIDIA is just supremely obsessed about software stacks. And the reason for that is because software creates markets. | |
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| Nvidia has become a major player in the data center business, with their GPUs being used in a wide range of applications. People have begun to recognize the importance of GPUs in data centers, and the number of workloads that have been accelerated by Nvidia GPUs has grown significantly in the last five years. Nvidia's GPUs are architecturally compatible, allowing for easy transition from one generation to the next. Additionally, Nvidia is well-positioned to provide a complete solution for data centers, with their GPUs being used for storage, CPU servers, and scale-up acceleration, as well as scale cloud computing with V100. Nvidia's GPUs are also highly efficient, allowing for greater utilization of the system and greater innovation across the entire stack. | |
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| Prompt: | |
| 'Below is an instruction that describes a task, paired with an input that provides further context. Use the following guidelines to write a response that that appropriately completes the request: | |
| ### Instruction: | |
| - Write a detailed paragraph consisting of exactly five complete sentences that answer the question based on the provided context. | |
| - Focus on addressing the specific question posed, providing as much relevant information and detail as possible. | |
| - Only use details from the provided context that directly address the question; do not include any additional information that is not explicitly stated. | |
| - Aim to provide a clear and concise summary that fully addresses the question. | |
| Question: What is the update on the server chip roadmap and strategy? | |
| Context: Navin, any... Maybe the only thing I'd add, John, is that from a product point of view, the dynamic to think about in 2019 is that, as Bob mentioned, we began shipping for production Cascade Lake, our next-generation Xeon. And really, that product is going to ramp -- start to ramp in the middle part of the year and into the second half of the year. The product features look very compelling. The AI capability we have with DL Boost, the support for Optane persistent memory, the security, hardware mitigation fixes, so that the customer momentum around that product line looks very strong. But it really doesn't ramp until the middle to the second half of the year. During the course of '19, our expectations are, of that mix, that we'll be more logic-oriented. And that's really driven by a couple of things: one, ensuring we have the capacity to meet the 14-nanometer demand for our customers; secondly, as we ramp 10-nanometer in 2019 and position for 10- in 2020, we'll invest additional capital there; and then third, obviously, our expectations are to continue to invest in next-node technology, in particular, 7-nanometer. So logic capital is going to be going up year-on-year. Again, 10-nanometer ramp, not really any different. I highlighted in the prepared remarks, we feel very good about kind of where we are in ramping 10-nanometer during the course of the year to get systems on the shelf for the holiday season, so no real change there. And modem and memory growth will be a little bit slower today versus where we were 90 days ago. I think, as Bob said, and I think we talked about a little bit, we had 3 quarters of really, really strong growth in 2018 in the cloud. And that was driven by a product cycle as well as a typical multiyear build-out pattern with Xeon Scalable. And if you look back at all the historical trends we've had in the cloud business, we've always said there's some lumpiness to the business. | |
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| Generated Text: | |
| The update on the server chip roadmap and strategy is that Intel is expecting to ramp up logic-oriented investments in 2019, as well as investments in next-node technology, such as 7-nanometer. Additionally, Intel expects to ramp up production of its next-generation Xeon server chip, Cascade Lake, in the middle to the second half of the year. The company also expects to continue to invest in 10-nanometer technology, as well as 7-nanometer technology, in order to meet customer demand. | |
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| Prompt: | |
| 'Below is an instruction that describes a task, paired with an input that provides further context. Use the following guidelines to write a response that that appropriately completes the request: | |
| ### Instruction: | |
| - Write a detailed paragraph consisting of exactly five complete sentences that answer the question based on the provided context. | |
| - Focus on addressing the specific question posed, providing as much relevant information and detail as possible. | |
| - Only use details from the provided context that directly address the question; do not include any additional information that is not explicitly stated. | |
| - Aim to provide a clear and concise summary that fully addresses the question. | |
| Question: What are the opportunities and challenges in the Indian market? | |
| Context: There are other investments, certainly, that are increasing sequentially. I'd point to India and AWS, but primarily the two biggest issues in Q3 guidance I would say are the operational ramp and also the increase in digital content spend. And, Mark, to follow up on the other question, our net sales guidance anticipates approximately 30 basis points of favorable impact from foreign exchange rates. Sure. So India, we're very encouraged by what we've seen so far in India, both with customers and also sellers; that's a third-party seller market. You heard that we launched the Prime program this week, which will be a whole new experience for Indian customers. Recently, we've had partnerships with Motorola, Samsung, Lenovo on select phones. But more importantly, again, we really like the opportunity in India. We like the initial results that we see from customers and also sellers. So we are very excited about the Prime program. We think it'll enter into a new chapter in India, and we've seen great success in every country in the world that we've launched Prime, and we feel India is going to be no different. So we're looking forward to seeing what we can do on behalf of the Indian customer. And hi, Victor, this is Darin. | |
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| The Indian market presents both opportunities and challenges. On the one hand, the country is a rapidly growing economy with a large population and a growing middle class. This presents a great opportunity for Amazon to expand its presence in the country and capitalize on the growing demand for digital content. On the other hand, the Indian market is highly competitive and presents a challenge for Amazon to compete with local players and gain market share. Additionally, the Indian government has imposed certain restrictions on foreign investment, which could limit Amazon’s ability to expand its presence in the country. | |
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