$AMD(AMD)$ We’re seeing an important shift in the business model of the foundry business,” the CEO said. “System companies, like Google, like Amazon, like Tesla, like Microsoft, are coming directly to foundries, they are working with EDA companies, IP companies and system design houses to get the IP. They want to control the hardware/software interface for the next generation of AI developments. They really want to control the architecture of both hardware and software, and$英伟达(NVDA)$ it’s been the scenario over the last 10 years.“People who control and capture the hardware/software interface capture most of the value in the industry, and certainly Apple has proven that’s where innovation occurs. I think more and more people are beginning to see this business model and I think we’re seeing