
Episode 27: Industry Cyclicality On Display in Big Semi Co. Earnings
The Circuit
00:00
The Future of the PC Market
I think normal cyclicality returns. It's down now, it'll be up again at some point, depending on consumer, a bazillion consumer factors,. So, and enterprise spending. AMD went out of their way to point to enterprise as an important sort of future market for them in terms of cloud and server stuff. They're clearly going to be AI workloads at big enterprises are going to want to keep internal.
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