What you won't hear from massive pumpers, is AMD is 100% dependent on OEMs to sell technology aka, chips. Good strategy when you have x86 duoply. Apply this logic to AI. Our success is entirely dependent on OEM, cloud providers, etc. Good, but no DIRECT path to market is irresponsible. NVDA...claims to sell chips to OEMs (DIY), sell AI stack w/CUDA (total solution) and likely offer subscriptions through private cloud offers. So...if you don't have an inhouse 'solution’ ...how do you sell AI solutions. Plus software is massive margin business. What is Doc doing...someone please explain their logic? Is XLNX team coding 24x7x365 to build AMD only AI software Models? Someone on the board is an insider. Speak up????? $Advanced Micro Devices(AMD)$
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