Rolf Bulk
@rolfbulk
Head of Semiconductors & Infrastructure @FuturumEquities | No investment advice.
参加 January 2026
162 フォロー中 497 ファン
CPU TAM of $220B in 2030, 50% CAGR. Aligns with our forecast. At first sight AMD assumes here an agentic CPU/Accelerator ratio easily exceeding 1x, while host CPU to accelerator ratio looks more stable in back-end of the decade. $AMD
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