Can't feed the AI beast without cannibalizing their other products. I figured higher margin "AI" chips would eat into the capacity for other products but still raise revenue due to margins. i.e. AMD would give up some CPU share. Shifting it to samsung is probably the better idea. Their gaming GPU market is probably going to get shafted on volume.
Can't feed the AI beast without cannibalizing their other products. I figured higher margin "AI" chips would eat into the capacity for other products but still raise revenue due to margins. i.e. AMD would give up some CPU share. Shifting it to samsung is probably the better idea. Their gaming GPU market is probably going to get shafted on volume.