$AMD LISA SU:


CPU DEMAND IS EXCEEDING MY EXPECTATIONS, WHICH WERE BULLISH TO BEGIN WITH
⏹ CPU PERFORMANCE FOR AI WORKLOADS HAS SURPRISED HYPERSCALERS
⏹ YOU NEED A BALANCED RATIO OF TRADITIONAL COMPUTE AND ACCELERATED COMPUTE
⏹ THERE IS SUPPLY TIGHTNESS
HINTS AT 20%+ CPU GROWTH
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