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To: neolib who wrote (46864)11/3/2022 7:20:56 AM
From: neolibRespond to of 73987
 
Well that guy actually estimated the Enterprise "down" part and came up with close to flat:

That implies hyperscalers and clouds spent $1.23 billion on Epyc CPUs, up 105 percent year on year, and thus all other kinds of organizations together (again, that broader “enterprise” category) spent $307 million on Epyc CPUs, down only 2.6 percent over the period.