March 5, 2020: Analysis of AMD's Financial Analyst Day; Infrastructure Investment Futures; Big Ol' Robot Ships

We are dedicating a good bit of the show today to a detailed wrapup of AMD’s financial analyst day because folks, this goes quite a bit beyond financial projections and into roadmap territory. whether you’re someone who buys compute or gets paid to think about the market for it, you’ll want to stay tuned. AMD is definitely back and this vision, well, let’s just say it’s bold. After our analysis of that with our own Timothy Prickett Morgan we’ll talk about the near future of investments and capital for large-scale compute infrastructure and we’ll close the program with some Titanic-class autonomous news from today that should float your boat.