I believe I do, and I think it's the most rational thing an established company could do. There are companies burning through billion of dollars a year on hardware to the point they are syphoning all production. If you are a business, what do you do? Do you redirect all your short-term output to these dominant consumers or do you ignore them altogether?

If you read the article, right at the top they state that AMD's data center business is expected to grow 50% in the next 3 months (?!) and double that growth, and is expected to double that as it enters 2027. Thanks to that strategy, AMD doubled it's profits this year, and 63% of that was thanks to data centers. This is free money to them. What would compell anyone to say no to that?

In a gold rush, the ones making money are the pickaxe salesmen. AMD is one of the biggest pickaxe makers in the AI gold rush. Only a fool would think if steering away from this market.