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AMD, Xilinx, Cavium Shine at Supercomputer Show, Says Rosenblatt

As mentioned yesterday, this week sees tons of supercomputing types rushing to Boulder, Colorado, for the Supercomputing Conference taking place there, where multiple chip vendors are in attendance, including Nvidia (NVDA) and Advanced Micro Devices (AMD). Among those in attendance was Hans Mosesmann of Rosenblatt Securities, who today offers up his thoughts from observing booth traffic and chatting with people at the show. Among Mosesmann’s "high-level take-aways” are that AMD, and field-programmable gate array maker Xilinx (XLNX) "had the most activity of the semi booths we checked out." AMD had a “very busy booth,” he writes, for its “Epyc” server chip and its “Instinct” GPU chips.