AMD's Strategic Acquisition Shift

This chapter explores AMD's $4.9 billion acquisition of ZT Systems, aimed at bolstering its data center capabilities amidst fierce competition with NVIDIA. It discusses the importance of this move in establishing AMD as a systems vendor, enhancing engineering talent without entering the server manufacturing sector. Additionally, the chapter considers investor sentiment, tech market dynamics, and the contrast between AI and cybersecurity investments against a backdrop of evolving economic conditions.