2/
The upcoming MI350 (CDNA 4) GPU series is the big unlock.
Mid-2025 launch. 35× perf over MI300X.
No need to redesign racks — it drops into current MI300 systems.
Major deployment w/ Oracle alrea...
3/
But the present is moving too.
EPYC Turin (Zen 5) is in-market, shipping, and scaling.
Used across 150+ server platforms.
30+ new cloud instances live from AWS, GCP, Oracle.
This isn’t theoretical traction — it’s booked compute.
But the present is moving too.
EPYC Turin (Zen 5) is in-market, shipping, and scaling.
Used across 150+ server platforms.
30+ new cloud instances live from AWS, GCP, Oracle.
This isn’t theoretical traction — it’s booked compute.
1