… AMD's previous estimate was an a18% annual growth, and in its recent coverage, investment bank UBS was more optimistic as it outlined a $170 TAM by 2030 . At our Financial Analyst Day in November, we outlined a server CPU market growing at approximately 18% annually over the next 3-5 years. …
… Looking ahead, we expect server growth to accelerate meaningfully as we scale supply to meet demand. …
… If ASUS's shipments fall below 10 million units, this will be far worse for the company than during the financial crisis and the COVID-19 pandemic. …
… Some cards are even getting retailer specific price cuts and that drops the $499 GTX 980 down to the $479 range, the $329 GTX 970 down to the $299 range and the $199 GTX 960 down to $189 range. “We are also seeing a shift to higher end GPUs in China,” said Jen-Hsun Huang, chief executive officer of… …