←back to thread

623 points magicalhippo | 1 comments | | HN request time: 0.211s | source
Show context
rafaelmn ◴[] No.42619359[source]
Feels like data center AI HW demand peak is over now that these things are trickling down to consumers and they are diversifying customers. Also going lower than expected on gaming HW, seems like they have enough fab capacity.
replies(1): >>42619518 #
1. bushbaba ◴[] No.42619518[source]
Their DC sales likely aren’t growing at the rates prior seen. Law of big numbers. They gotta diversify to satisfy growth & profit expectations