$AMD The real secret why AMD is going to win long term! @AMD CPUs GPUs are going to be used for 7-10 years even after end of 5-5.5 yr of depreciation. Naturally, AI Labs, Hyperscalers and Enterprises will prefer owning AMD racks long term. 1. Severe Supply Deficits that is going to last for years as TSMC cannot ramp fast enough. 2. AI labs, Hyperscalers & Enterprises cascade those older AMD processors down to lighter workloads like AI inference, targeted ad algorithms, or basic internal web serving. 3. 5.5 years is better than 7-10 years to boost pre-tax profit Chiplet Architecture naturally extending lifespan of CPU and GPU. If a single core degrades or fails over 5 years on an Intel ot NVDA monolithic chip, it can crash the whole processor. With AMD's modular chiplets, if a single
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