CPU DEMAND IS EXCEEDING MY EXPECTATIONS, WHICH WERE BULLISH TO BEGIN WITH ⏹ CPU PERFORMANCE FOR AI WORKLOADS HAS SURPRISED HYPERSCALERS ⏹ YOU NEED A BALANCED RATIO OF TRADITIONAL COMPUTE AND ACCELERATED COMPUTE ⏹ THERE IS SUPPLY TIGHTNESS HINTS AT 20%+ CPU GROWTH
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$AMD LISA SU:
CPU DEMAND IS EXCEEDING MY EXPECTATIONS, WHICH WERE BULLISH TO BEGIN WITH
⏹ CPU PERFORMANCE FOR AI WORKLOADS HAS SURPRISED HYPERSCALERS
⏹ YOU NEED A BALANCED RATIO OF TRADITIONAL COMPUTE AND ACCELERATED COMPUTE
⏹ THERE IS SUPPLY TIGHTNESS
HINTS AT 20%+ CPU GROWTH