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Why would AMD willingly go into a low margin business with the consumer when they can focus on the enterprise? There’s currently a huge for diversification from
by anon-3988 4d ago
Why would AMD willingly go into a low margin business with the consumer when they can focus on the enterprise? There’s currently a huge for diversification from NVIDIA because this is a long term deployment and they would rather not be beholden to NVIDIA if they can
- noir_lord 4d agoStrategic hedge against the AI demand cratering or becoming satiated. You could make the same argument for why is AMD still making processors for the consumer market or APU’s for the PlayStation/Xbox current gen and more importantly next gen. In a gold rush as a shovel seller it’s dangerous to only be selling shovels when the gold rush can end/reduce at any point.
- nodja 4d agoSame reason they go into low margin with the PS4/PS5 and other projects. Market penetration.