AMD. It's All About The Data Center Now

AMD's resurgence is just getting started...

Nov 10, 2022

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AMD’s reversal of fortunes over the course of the past six years has been a fascinating journey to observe. We published our first ever article on the topic back in May 2018:

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AMD. An EPYC Battle Plan Unfolds

31 May 2018 EXECUTIVE SUMMARY Advanced Micro Devices CEO Lisa Su presented at the annual JP Morgan Global TMT conference on May 15, 2018. The fireside chat format lends itself to a more informal atmosphere compared to earnings calls and can often elicit more detailed and subtle information compared to high-profile presentations such as at CES for example…

6 years ago · William Martin Keating

Over the course of the following years, we continued to publish many articles charting the rise of AMD. These were accompanied by about the same number of articles charting Intel’s…

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