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Re:AMD CEO saying it's a "data center first" company and PC ... by jmercouris on Friday November 06, 2026 @05:49PM (#50399556)
I think just like how we saw the development of Asics, we'll see crystallized models at some baseline level of competence. Then, we'll probably see a huge glut of excess capacity in the GPU market, and we won't need excessive gluts of RAM and compute.

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