ZT Systems
1 statements across 1 episodes · 1 bullish · 0 bearish · 1 people on the record · first statement Sep 12, 2024 by Sarah Guo · said 3 times in 1 episodes since 2024 · across every show →
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2024 3 mentions in 1 episode
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Sep 12, 2024 positive
Guo: AMD bought ZT Systems as a billion-dollar data center acqui-hire
“The theoretical like missing component that ZT fills is if you think of it as like a one to two billion dollar aqua hire of a thousand systems designs folks to support the like rack and data center scale AI business instead of like individual chips or componen…”