IDC (per Evercore) has server ASPs up 41% Y/Y in Q2, no doub...

IDC (per Evercore) has server ASPs up 41% Y/Y in Q2, no doubt thanks to GPU server growth. Mix shifting towards GPU servers in cloud DCs that pack high-core-count CPUs benefits $Advanced Micro Devices (AMD.US)$ and $Arm Holdings (ARM.US)$ 's CPU share relative to $Intel (INTC.US)$ 's.