CEO & Principal Analyst @creativestrat. Full-stack tech analysis from silicon to markets. Advisor to tech leaders. Technologist at heart. Keeper of Bees.
Meant to post some of these yesterday when I had some time on the floor at AMD event. And of course I took some macros of companion silicon and analog chips :)
MI450 and Compute/networking tray for Helios.
I also got some commentary from execs on the Helios form factor design and why they went with a double wide.