AMD

The Milan launch focused on supercomputing, but a chat with engineers shows that the company really wants the mid-range market back.

“We’ve built a very strong execution capability... This is about what’s the next step for AMD.”

Platform building is a well-known path, but is being part of AMD’s platform better for Xilinx than fleshing out its own already promising one?

“The bond market is falling over itself to lend money. This is the time to do it." But “AMD has made debt reduction a core part of its strategy.”

The timing for 7nm chips “is shifting approximately six months relative to prior expectations.”

First-quarter server chip shipments tripled from a year ago, but revenue for the division that makes them fell 21%, hurt by declining demand for custom Xbox and PlayStation chips.

The chipmaker says the processors are optimized for hyperconvergence, database, and commercial HPC workloads.