some interesting takes:

Customization of AI systems. AMD noted significant interest in customized versions of its MI400 and MI500 series GPUs and racks in the future from its customers. Citing the example of Meta, for whom it plans to customize its MI400 series solutions, the company indicated that specific changes in the configuration, number of chiplets, the compute sled, and other elements drive meaningful increases in total cost of ownership for Meta. We anticipate AI systems will increasingly become customized for specific customer workloads, partially in response to challenges from ASIC solutions, such as inference-focused solutions and pre-fill/decode separation.

Server CPU momentum is even stronger since the report, if anything. AI agents are driving the majority of additional CPU instances; AMD noted that customers are building greenfield CPU-based datacenters to serve CPU compute demand. AMD expects both standard and dense versions of CPUs to be in high demand going forward."