AMD's Product Roadmap is Misunderstood. скачать в хорошем качестве

AMD's Product Roadmap is Misunderstood.

The market is looking at AI as if it were only about selling GPUs. But all of AMD’s business segments are effectively distribution channels via which it can repackage and sell its core AI tech. I believe this distribution advantage will pay off in the years to come, by yielding better unit economics for AMD than otherwise. AI won’t be confined to GPUs; it’ll be absorbed into all computation platforms over the next decade. All the way from smartphones to desktop computers and laptops, cars, and fridges. Expertise in chiplets uniquely positions AMD to connect disparate compute engines. By extension, this competence sets AMD up to infuse all of its products with AI capabilities. Over the long run, this is a much better strategy than only going head to head with Nvidia in the game of selling GPUs.