This sounds as if there could be opportunities to purchase Epyc Rome (still nice) and Xeon Cascade Lake-SP (meh, 14nm++) on the used market over the course of this year:
(source: AMD Q4 2023 Earnings Call transcript at Seeking Alpha)Lisa Su said:(on a question about projected CPU uptake by cloud and other large customers)
As we go into 2024, I think the rate and pace of growth will depend a little bit on the macro and just overall CapEx trends. But from our standpoint, we are starting to see some of our larger customers plan their refresh cycles. There's a lot of let's call it older equipment that has yet to be refreshed and the value proposition for refresh is so strong because the energy efficiency and sort of the footprint of the newer generations are so much better than sort of the four or five year old infrastructure that we do see that refresh cycle happening as we get into 2024. I think the exact timing, we will have to understand more as it, as the market evolves as we go through the year.
edit: whitespace, bolding
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