The systems foundry is inevitable. Customized from the silicon layer all the way up through the stack into the workload
Only $INTC has this capability from wafer up
@Intel@Intel_Foundry
$DELL Q2 blew it out the water as expected. #AI demand remains hot.
What's interesting is traditional server was up 122% and commercial client 22%
This is highly beneficial for $AMD and $INTC
As Agentic #AI stresses CPU supply we now have enterprise running mission critical
$INTC at the @DeutscheBank conference was bullish AF
🚨 Packaging went from millions of $ ➡️ billions of $ ➡️ billions of $ per customer
🚨 Data center Xeons are sold out through 2027 if not longer. ASPs are rising
🚨 14A performance looks as good as 22nm which arguably was ht
$AMD to raise 5 bln $ in bond sale.
$AMD is going to face major structural cost headwinds and we saw the first of it this qtr as I posted 👇🏼
Boosting accounts payable by 2.4 bln $ so they could report positive FCF only saved this qtr.
They can't even do a equity raise cos they h
For a while now I've been saying $AMD is heading into headwinds driven by structural cost increases & the disaggregation of the fabless model (where foundry & supply chain cost burdens are being passed on to the fabless design houses)
This quarter $AMD proved my thesis:
🚨
