Impressive results from AMD thanks to,... what? Yes, CPU. EPYC is driving data center segment growth. Weird, huh? And AI stuff continues to prove to be a dog business versus traditional data center compute and silicon. Check out the latest episode of neXt Curve's Silicon Futures podcast with Karl Freund and Jim McGregor and you will find out why and what is behind the CPU craze.
AMD is notoriously underrated, they have some amazing assets and should be thought of more.