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Daniel Romero
@HyperTechInvest
Analyst. Semiconductors, data centers & physical AI. Portfolio and investment theses on Substack Join 14,000+ readers:
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$AMD Argues CPUs and FPGAs Are Just as Critical as GPUs for Physical AI AMD argues that raw computing power is not enough for robotics and physical AI. Predictable latency, real-time responsiveness, and efficient data movement are more important AMD advocates distributed computing architectures that combine GPUs and NPUs for AI inference, FPGAs for real-time control, and CPUs for coordination
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