I understand that they need a big push in DPU market, but I do not understand why companies as big as AMD do not invest and build what they need in house? If anyone can, it is AMD that can gather the talent. Everyone was talking about future data centers, and as far as I can tell I have been hearing about heterogeneous IO since 2009 (and that's me, and I was hearing it while working on Xen).

To asnwer my question maybe the market is so volatile that they cannot do strategic planning like that?