[mmrezaie]

I understand that they need a big push in DPU market, but I do not understand why companies as big as AMD do not invest and build what they need in house? If anyone can, it is AMD that can gather the talent. Everyone was talking about future data centers, and as far as I can tell I have been hearing about heterogeneous IO since 2009 (and that's me, and I was hearing it while working on Xen).

To asnwer my question maybe the market is so volatile that they cannot do strategic planning like that?

[dspillett]

> why companies as big as AMD do not invest and build what they need in house?

Often it is an expertise thing, especially when buying smaller companies. See https://en.wikipedia.org/wiki/Acqui-hiring

With larger purchases like this one that can still be part of the equation, though there is also the matter of lead times needed to bring a significant team and related infrastructure needed for the project(s) online and up to speed.

Also if a company is seen as ripe for buying, it can sometimes be done in part to stop a competitor getting a chance at the above advantages.

I suspect a mix of all three is at play here.

[Guthur]

Hiring talent is hard and risky, especially in an area that you are actually expert.

The more risk option is the just acquire a company that's done it all for you.

Of course that does leave the merging part. But on paper it looks fast and easy.

[mmrezaie]

Dicipline of the company is more important than the talent. Oracle has a lot of talent, but they lack the discipline of generating anything novel. They buy the idea. Anyhow semi-conductor industry is different. Apple or Amazon played it in my opinion better although in vastly different markets.

[CodeArtisan]

xilinx is the holder of more than 4000 patents.

[mmrezaie]

This is a good point, but it mostly matters when you are in middle of developign the strategy so that you can protect it and wanna have a robust plan. Maybe they are!