AMAZON雲端伺服器大量採用AMD處理器 - 股票

1.原文連結：
https://reurl.cc/9Xz0Nj

2.原文內容：
Advanced Micro Devices (NASDAQ:AMD) seems to keep gaining on Intel
(NASDAQ:INTC) in crucial areas. One analyst reports that the chipmaker has
doubled the presence of its Zen 2 Rome processors on Amazon.com's
(NASDAQ:AMZN) massive data centers.

DA Davidson analyst Ben Wilson says he found the more advanced progeny of
AMD's Epyc processor on Amazon Web Services in 14 regions, double the seven
regions he previously counted. As Rome only became available on AWS two
months ago, the "rapid buildout" of the processor provides a substantial
boost to AMD's data center business.

A processor gladiator
Tech companies that had originally been timid about switching away from
Intel's Xeon CPU's have begun adopting AMD's offerings in greater numbers.
The biggest data center operators, such as Amazon, Alphabet's Google, and
Microsoft, have all installed versions of AMD's Epyc processors.

Introduced just three years ago, the Epyc processor has become a key
component of AMD's success. During the chipmaker's second quarter earnings
conference call two weeks ago, president and CEO Lisa Su said she believes
"Rome is going to continue to be a strong driver of our growth into the
second half of this year as well as next year."

And just as Rome was the natural progression from the original Epyc
processor, code-named Naples, AMD says it is still on track to deliver Milan
later this year, the next-gen server processor using its Zen 3 "7nm+"
architecture.


AMD continues to take market share from Intel in the server processor market.
As Su noted, the chipmaker hit its goal to reach double-digit market share in
the data center server processor market.

3.心得/評論：
簡單翻譯
國外分蜥屍表示Amazon正在對Amazon Web Services雲計算平台上增加對AMD下一代芯片

的使用，認為將是AMD數據中心業務的強勁增長動力。

就如a九零教主所說，伺服器處理器這塊大餅AMD開始來勢洶洶，慢慢地開始蠶食鯨吞。

a九零目標價：99

國外分蜥屍目標價：120

別說不可能，就怕你不信

感嘆教主賜我吃穿，薯條加大ob'_'ov

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