Re:AMD Announces 307% Increase in Q3 Earnings
by mbesto on Tuesday October 24, 2017 @10:03PM
(#15546805)
> I think people are massively underestimating the TAM.
While I agree, my only criticism would be that the "old" data center market is effectively consolidating to commoditized hardware. In other words - we have less idle CPUs in data centers and the diminishing returns of Moore's Law is hitting. So while the new wave is positive, the underlying revenue stream may not be consistently holding.
While I agree, my only criticism would be that the "old" data center market is effectively consolidating to commoditized hardware. In other words - we have less idle CPUs in data centers and the diminishing returns of Moore's Law is hitting. So while the new wave is positive, the underlying revenue stream may not be consistently holding.