$Advanced Micro Devices(AMD)$

$Advanced Micro Devices(AMD)$ Pc market is in decline, amd does not have the fab capacity to fill all the server orders..

Intel $Intel(INTC)$ has the fab cap but their chips are trash right now server and consumer.

If Nvidia $NVIDIA Corp(NVDA)$ enters the consumer space (they probably won't) then they have the fab cap and can crush it, as long as everyone can support arm..

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