Genoa was a big leap from Milan. Turin is a huge leap again. AMD really is doing spectacularly well at the moment. Kudos to Lisa Su and the team.
They're a typical hardware maker unable to focus on software, which is why NVIDIA is now a multi-trillion dollar corporation and AMD is "just" a few hundred billion.
They've focused too much on CPUs and completely dropped the ball on AI and compute accelerators.
It's especially sad considering that the MI300 and related accelerators on paper are competitive with NVIDIA hardware, it's just that they have nowhere near the same software stack, so nobody cares.
We were stuck with Intel, its nice that we have better CPUs.
And don’t get me started on the valuation of companies riding the AI bubble.
AMD produces AI chips, and they seem to be doing quite well.[0] If they didn't, AMD wouldn't be worth anywhere near what it is.
[0] https://openai.com/index/openai-amd-strategic-partnership/