This is the best summary I could come up with:
AMD claims it is touching 33 percent in server CPU market share as it looks towards the launch of its next-gen "Turin" processors, and is promising a GPU roadmap for what comes after the MI300 product line.
AMD has invested heavily in datacenter products, and Hu noted that's paid off with its recent momentum in both CPUs and GPUs for servers.
In the enterprise market, Hu revealed that demand is starting to pick up โ driven by the cost and power savings that AMD claims versus rival server technology (read: Intel).
She cited large enterprise customers such as American Express, Shell, and STMicro that are shifting to AMD-based infrastructure, and hoped this would continue with the "Turin" Epyc chips, based on its Zen 5 cores and due later this year.
Meanwhile, Arm is slowly making inroads into both PCs and datacenter servers, with Qualcomm showcasing numerous Windows-on-Arm devices at Microsoft Build this week.
Sectors such as industrial and automotive have been going through what Hu called a "deep inventory correction cycle" of late, but she predicted the first half of this year will be the bottom of the market, with a gradual recovery to follow.
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