AMD

“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.”

A combination with Xilinx would give AMD more of the pieces needed to break Intel’s stranglehold on the data center market.

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.

AMD has targeted double-digit market share in servers by the middle of this year, trying to reclaim a meaningful position in that lucrative market.