And since they can sell the machine fully configured, sales of single CPUs or drawers must not be a big thing. They will keep stock for replacements, but I agree we won't see them doing multiple batches often. By now they must be well into the development of the z18 and z19 processors. This year Hot Chips I'd expect them showing the next POWER and, in 2026, the next Z, hitting GA in 2027 or 2028.
rbanffy|9 months ago