The chiplet platfom really is the differentiator here. It's fascinating how AMD can scale workloads with CPU+FPGA combinations while maintaining cost advantages. The 22% YoY datacenter growth feels understated given where AI compute demand is heading.
Interesting to see the last question in the Q&A not be addressed at all and the analyst walking away happily, without knowing about the chiplet platform.
The chiplet platfom really is the differentiator here. It's fascinating how AMD can scale workloads with CPU+FPGA combinations while maintaining cost advantages. The 22% YoY datacenter growth feels understated given where AI compute demand is heading.
Interesting to see the last question in the Q&A not be addressed at all and the analyst walking away happily, without knowing about the chiplet platform.
Gracias por compartir Antonio.
Love the AMD setup and dip today for buying more.
I’d also look into Celsius after the drop today. FCF / share exploding and will only accelerate with acquisition integration.