Part 11/16:
However, AMD's large-scale ambitions, exemplified by the recent OpenAI deal—an unprecedented multi-gigawatt GPU order—are massive step functions that could reshape its market position. Yet, these deals are so large that they raise questions about AMD's manufacturing capacity and execution risk.
The End of Moore’s Law and Future Challenges
The core technological challenge confronting the industry is Moore’s Law's deceleration. Modern transistors are no longer doubling every two years at the historical rate; the growth now hovers around 1.4 times, not 2. This slowdown creates a widening performance and demand gap.