I'm pretty sure cloud and enterprise sales make up the bulk of their revenue and growth. Not consumer. That being said there's likely still a few years of runw

I'm pretty sure cloud and enterprise sales make up the bulk of their revenue and growth. Not consumer. That being said there's likely still a few years of runway left for their growth. Even if cloud vendors don't push their own chips aggressively, they can use it as leverage to cut into AMD margins. I don't see how ARM is an argument. AMD will easily be able to create competitive arm processors, there just wasn't a strong financial incentive to do it before