>>51063157>They MUST be successful with the Zen platform.Zen is a core architecture, not a platform. Summit Ridge is their desktop platform using the Zen core arch, and their biggest gains will be in enterprise which is a given. IBM's legacy customer base is dwindling, and not everyone wants to pay for a new cluster of Xeons. The Zen based Opterons will win AMD back a lot of marketshare which is why they said that is their focus growth market.
Between that, enterprise GPUs, and semi-custom designs they'll have no problem staying afloat and returning to profitability.
>Investing huge amount of money into HBM memory was absolutely for nothing.Theres a reason why average schmucks aren't in business, and this statement right here sums it up. They create their own open memory standards so they don't have to license one from anyone else. They don't have to design their products around the limitation of a spec that is out of their control. HBM is forward looking enough to provide adequate bandwidth for all of their GPUs for years to come, and it can serve the dual purpose of being the sole memory pool for their mobile APUs for years to come.
The payoff there is tremendous. You do not want to live in a world where Nvidia is in control of something as important as memory standards.
