AMD Advanced Micro Devices Inc.

Okinawa Institute of Science and Technology Graduate University Deploys AMD EPYC™ Processors with Over 2 Petaflops of Computing Power Dedicated to Scientific Research

Okinawa Institute of Science and Technology Graduate University Deploys AMD EPYC™ Processors with Over 2 Petaflops of Computing Power Dedicated to Scientific Research
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01/10/2020

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AMDAdvanced Micro Devices Inc.

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The Great Replatforming, part I – the Special Theory

Capex ROI is the trending question these days, but what does it actually mean? In a “replatforming”, capex are enablers of revenue growth and productivity enhancements, as long as they are the foundation for a good “right to make money” (a defensible competitive advantage) and meet good demand. Our “Special Replatforming Theory” looks at how it has been at play for a decade already at hyperscalers, and how we expect the next 10 years to play out, with AI bringing an even more capital-intensive...

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