Buy AMD by Oct 12, 2026.

Subtitle: How Physical Scaling Limits Encountered Material Physics, and How the Open Modular Alliance Restructured the SCM Landscape # Executive Summary The absolute monopoly of general-purpose merchant silicon is facing a structural fracture. Driven not by macro-demand contraction, but by the unyielding laws of material physics and advanced packaging yield caps, the artificial intelligence infrastructure market is executing a significant capital rotation. For the past several years, the mainstream consensus assumed that Nvidia’s closed ecosystem—anchored by monolithic GPU processing density, …