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Re:AMD Reports Q2 2020 Earnings by zitterbewegung on Wednesday July 29, 2020 @11:26AM (#23987674)
I agree with your points but the game has changed.

It’s not AMD vs Intel

It’s AMD vs INTEL vs Apple vs Amazon (and nvidia might be next.

Re:AMD Reports Q2 2020 Earnings by jagger27 on Wednesday July 29, 2020 @02:41PM (#23990169)
And Nuvia, Qualcomm, Huawei and whoever else decides to get TSMC to make some killer Arm-based SoCs. Seems like the playing field is about to get a lot bigger.
Re:AMD Reports Q2 2020 Earnings by dharma1 on Wednesday July 29, 2020 @07:09PM (#23992568)
Well it won't be Huawei
Re:AMD Reports Q2 2020 Earnings by andromeduck on Wednesday July 29, 2020 @12:19PM (#23988473)
Google also makes TPUs, which competes with GPUs and Nvidia, in addition to making ARM SOCs, is one of the key stakeholders behind Power PC now.
Re:AMD Reports Q2 2020 Earnings by justicezyx on Wednesday July 29, 2020 @01:17PM (#23989182)
No, you cannot buy TPUs. You can only buy their usage hours from GCP.
Re:AMD Reports Q2 2020 Earnings by ballenf on Wednesday July 29, 2020 @02:05PM (#23989746)
I wonder whether the Apple silicon will also feel like "buying usage" or if we'll have low-level enough access to feel like we own it.

I don't think having physical possession of the thing is always the best criteria for whether you really own it.

Re:AMD Reports Q2 2020 Earnings by tsuraan on Wednesday July 29, 2020 @01:33PM (#23989426)
https://cloud.google.com/edge-tpu/ has a "Buy" button that leads to https://coral.ai/products/ . They appear to be available for purchase?

edit: reading more on the edge-tpu page, they definitely appear to be of limited use compared with the ones available to google's hosted plans.

Re:AMD Reports Q2 2020 Earnings by justicezyx on Wednesday July 29, 2020 @01:38PM (#23989489)
Edge TPU is not TPU in GCP.
Re:AMD Reports Q2 2020 Earnings by andromeduck on Wednesday July 29, 2020 @06:52PM (#23992445)
And your point is what exactly?