AMD reported it's quarterly earnings today, and the numbers are quite amazing. AMD first quarter revenue is up 40% from 2017, and 23% higher than last quarter. In a massive leap, their Computing and Graphics segment was $1.12 billion, which is up 95% year-over-year. It's probably safe to say that AMD is definitely chipping into Intel's market share with Ryzen, and it is entirely possible for that gap to close even further with the release of the 2nd generation Ryzen processors earlier this week. Just imagine how high those numbers could be if Kaby Lake-G starts proliferating. You can check out the remarks from the earnings call here. Interesting stuff mentioned in the conference call. Ryzen PRO commercial notebooks are expected to launch in Q2 according to the call, will be interesting to see what those are about, as well as moving forward in Deep Learning, and having OEMs designing Epyc systems, 2018 could be a huge year for AMD. For the second quarter of 2018, AMD expects revenue to be approximately $1.725 billion, plus or minus $50 million, an increase of 50 percent year-over-year, and non-GAAP gross margin of approximately 37 percent.