AMD just announced its second quarter 2024 earnings today, and the highlight was this: nearly half the company’s sales are now data center products — not chips for personal computers, not game consoles, not embedded chips for industry or vehicles. The company’s data center business has doubled in a single year, and this quarter’s growth was primarily due to a single chip: the AMD Instinct MI300 accelerator, which competes with Nvidia’s infamously influential H100 AI chip. The AMD chip just did ...