AMD Earnings Analysis & Future of Memory Summit Trends
BenBajarin · x · 2026-08-13
This podcast episode delves into AMD's recent earnings and execution, providing an outlook on CPU demand, wafer capacity, and projected growth for 2027.
It also recaps key insights from the Future of Memory Summit, featuring a deep dive into CXL (Compute Express Link), disaggregated memory TCO, memory pricing trends, and MEMS timing at rack scale.
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