I expect Server and especially Mobile to ramp up another chunk by Q2 2025.
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I see AMD are repurposing their desktop GPU's to AII expect Server and especially Mobile to ramp up another chunk by Q2 2025.
Isn't that more of an ASRock thing?
well AIB sales are down and selling as AI for more $ seems to make sense.Isn't that more of an ASRock thing?
I'm sure AMD prefers to sell Instinct instead.
Isn't that more of an ASRock thing?
I'm sure AMD prefers to sell Instinct instead.
move along - nothing to see here
sooner than we think?It then we can have an intel thread instead and start all over again
ATM Intel's market cap stands at 83.6Bn. AMD's market cap 220.7Bn.i think not.
ATM Intel's market cap stands at 83.6Bn. AMD's market cap 220.7Bn.
Will we see AMD trebble Intel's market cap anytime soon?
Because not all heroes wear capes.Why would one buy a plain X varient over X3D? Other than price of course.
Every little helpsIt’s possible I suppose, whan I said I think not I was referring more to intel getting near go out of business any time soon
selling assets, 1700~ redundancies, cancel dividends, cancel media dates, selling their private planesEvery little helps
Intel, Pinched by Losses, Sells Stake in Chip Designer Arm
Intel Corp., which is slashing jobs and expenses in a bid to turn around the business, sold its holdings in chip technology creator Arm Holdings Plc during the second quarter.www.bnnbloomberg.ca
Not all pc’s are for gaming. And the none x3d chips are better at almost all other tasksWhy would one buy a plain X varient over X3D? Other than price of course.
AMD to acquire ZT Systems for $4.9 Billion.
https://seekingalpha.com/news/41413...-to-boost-data-center-ai-systems-capabilities
Recent AMD acquisitions.
2020 Zilinx: $50 Billion.
2022 Pensando: $1.9 Billion.
2023 Mipsology: $ Undisclosed.
2023 Nod AI: $ Undisclosed.
2024 Silo.AI: $650 Million.
2024 ZT Systems: $4.9 Billion.