WoW. She is saying 2B$ is clear line of sight. And they have supply beyond that. “we plan for success” says when asked for supply constraints beyond 2B$. Nvda has backlogs till 2025. This is bumper for amd. Unbelievable. I invested in amd for cpu lead over intel and ended up staying for AI (DC GPU).
Good article on what happened on AMD AI day. And implication of open source, implications of msft/dell/meta/supermicro on stage. Stellar execution till now.
Out of words.
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