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Technology Stocks : Semi Equipment Analysis
SOXX 309.36+2.2%Dec 3 4:00 PM EST

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To: Return to Sender who wrote (88234)4/4/2022 7:24:43 PM
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Why AMD is Spending $1.9B to Buy Pensando for DPUs
Apr 4, 2022

ServeTheHome
84.1K subscribers

youtube.com

We discuss AMD's acquisition of Pensando for $1.9B. We go into the market forces driving AMD's move and why AMD likely picked Pensando over Fungible. We have a quick primer on what is a DPU, why is P4 important, and what makes Pensando's technology different. We also discuss how this helps AMD's data center business compete against NVIDIA, AMD, Marvell, and others.

Check out the chapters to learn about whichever part you want. This is one long video.

STH Main Site Article: youtube.com

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