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AMD CEO Lisa Su 'emphatically' rejects talk of an AI bubble — says claims are 'somewhat overstated'
(www.tomshardware.com)
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Surprise, surprise!
While I've been into computer hardware for decades (built my first PC when I was 16), I don't understand people who are "fans" of AMD or Nvidia or any other company. The best option is to have a large number of competitors (at least 7-10 on a global level) in every major core technology area (operating systems, cloud services, office products, social media, different CPU architectures - x86, ARM, RISC-V. GPU design fabs and so on) with such an intense level of competition that something like Zuckerberg's $60 B+ spend on metaverse BS would be impossible (because their margins would be too low).