7/
Acquisition of ZT Systems plugs the final gap:
Full rack-scale systems — CPUs + GPUs + networking.
Think Nvidia DGX competitor — but modular.
ZT gives AMD the vertical muscle to sell full AI infrastructure to hyperscalers.
Discussion
8/
What matters:
→ Turin is already delivering
→ MI325X is ramping
→ MI350 is sampling
→ ROCm is working
→ ZT is the enabler
This is no longer “wait for next gen.”
They’re in market. And in motion.
9/
Still early. Nvidia’s CUDA + Blackwell + market capture is real.
But AMD isn’t just playing catch-up.
They’re building something that fits the post-monopoly stack.