The most fascinating parallel here isn't AMD vs Intel, but how AMD's chiplet architecture mirrors the broader tech industry's move toward specialized, interconnected systems. Just as the first cities weren't built as single megastructures, but as interconnected neighborhoods, the future of computing might favor AMD's modular approach over monolithic designs.
Very nice read.. well researched and well written. Loved the historical background, and the analysis of the business. Thank you for sharing this article. Long AMD, entered around $80.
Interesting take—I’ve been looking at this from a similar angle, especially around performance per watt and how efficiency is starting to matter more than raw speed. I recently wrote a breakdown comparing AMD and Intel if you’re interested.
Interesting take—I’ve been looking at this from a similar angle, especially around performance per watt and how efficiency is starting to matter more than raw speed. I recently wrote a breakdown comparing AMD and Intel if you’re interested.
The most fascinating parallel here isn't AMD vs Intel, but how AMD's chiplet architecture mirrors the broader tech industry's move toward specialized, interconnected systems. Just as the first cities weren't built as single megastructures, but as interconnected neighborhoods, the future of computing might favor AMD's modular approach over monolithic designs.
Completely agree with that, thanks for the contribution!
Good work, Oguz! I was planning a Quick Look post on AMD. I will link to your article so my people can read up further.
Of course!
Very nice read.. well researched and well written. Loved the historical background, and the analysis of the business. Thank you for sharing this article. Long AMD, entered around $80.
Glad you liked it PK!
thank you very much aporta mucho valor lo agradesco mucho saludos
Brilliant analysis, I think AMD is a great buy at current prices and we will see $200+ per share at some point in the next 12-18 months...
I think so, it has a great potential, it just needs to execute.
Interesting take—I’ve been looking at this from a similar angle, especially around performance per watt and how efficiency is starting to matter more than raw speed. I recently wrote a breakdown comparing AMD and Intel if you’re interested.
Interesting take—I’ve been looking at this from a similar angle, especially around performance per watt and how efficiency is starting to matter more than raw speed. I recently wrote a breakdown comparing AMD and Intel if you’re interested.
Watch out the word 10x.
Do you mean P/E 10?
Thank you very much😊
But where is AMD's advantage when Alphabet, Amazon etc. will also start design their own chip?
It means their customers will be their competitors in the future.
Fantastic analysis and a wonderful read. Thank you for sharing!