Dylan Patel's avatar
$88.5m follower assets
Shots fired at merchant silicon!
Amazon's Graviton3 completely commoditizes generalized CPU compute while bringing advanced packaging, PCIe 5.0, and DDR5 to the server market ~6 months before Intel and AMD
System design reigns supreme
$AMZN took a this approach to optimize cost of ownership per unit compute
Something very interesting about packaging behind the paywall related to this CPU and a certain semi company that is always on investors minds.

$INTC $AMD $TSM $NVDA
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