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dhruvdh | 1 year ago

Is AMD behind hyperscaler in-house efforts? Outside of Google I don't think so.

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not2b|1 year ago

In many cases they are doing their own designs (done by engineers they hired away from the various electronics companies) and having either TSMC or Intel fab the chips for them. They can design specifically for their workloads to get better price/performance than they can buy from AMD or Nvidia.