MyDataWork POV — AMD's pivot from chips to systems raises a red flag. While expanding into AI infrastructure sounds promising, it risks diluting their core competency in semiconductors. AMD's strength has always been in its chip technology; venturing into comprehensive systems could stretch resources thin and shift focus away from refining what they do best. The potential for overextension in the pursuit of new markets looms large, and the balance between innovation and core focus may tip unfavorably.