AMD's Reality Distortion Field
AMD's revenue went down in gaming in this past earnings report, indicating the realized decline for the rest of the gaming industry. Meanwhile, the
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AMD's revenue went down in gaming in this past earnings report, indicating the realized decline for the rest of the gaming industry. Meanwhile, the company has billions of dollars in commitments coming due as promised for its data center rollout. The company has called itself "data center-first," seemingly abandoning the segment that kept AMD alive in its worst years.
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TIMESTAMPS
00:00 - Infinity Dollars
02:44 - Consumers Propped-Up AMD
05:23 - Proof of Consumer Hardware Collapse
07:10 - NVIDIA Minus 5 Billion Dollars
10:07 - Gaming is Down
13:29 - AMD Says Consoles Are to Blame
17:43 - AMD Has Changed
26:38 - Debts Coming Due
28:51 - Conclusion: Hopes and Dreams are High Margin
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