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This makes a lot of sense, I was just waiting for their acquisition of Xilinx to materialize in their consumer products in some way. This seems a great way to unlock e.g. some ML potential. The possibilities seem endless.

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You're already seeing it. Xilinx led the industry in chip interconnect technology, SERDES, MCMs, die stacking... they've been making chiplet designs since 2011. They were the ones inventing all the interconnect and packaging technology AMD is using in Zen, Epyc, and now Radeon products.

This sketchy-looking link is a marketing slide for Xilinx chip-to-chip interconnect tech from 2019. It's illustrative of the kind of IP AMD was shopping for. https://146a55aca6f00848c565-a7635525d40ac1c70300198708936b4...

I think AMD already acquired Xilinx?

Yes. But the question remains of when & how we see Xilinx technologies/capabilities boost AMD's core businesses.

Exactly. Just like we can see Nvidia’s acquisition of Mellanox starting to make sense now that we see Nvidia shipping entire clusters of hundreds or thousands of GPUs connected through InfiniBand, I’m waiting for what AMD’s acquisition of Xilinx has to offer.

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