“Mark Gibbens on AMD, ARM, INTC Emerging as AI Leaders; HPQ "Margin Story"”
ARM is preferred as a CPU winner in both cloud and local AI deployment scenarios.
but we prefer companies like AMD, Intel, and Arm Holdings because when you consider how the technology is deployed, whether AI is developed in the cloud or locally on a PC like HPQ, in both cases, CPUs are going to be the winners, right?
It's AMD, ARM, and Intel, that's our position.