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To: rzborusa who wrote (43237)	10/21/2021 5:47:49 PM
From: rzborusa	Read Replies (1) \| Respond to of 59500

Tim @UBS, Margins v. ccapex depreciation etc Ans: Spending for capacity deficit, need. Nodes being worked in parallel. Node compression, better margins bla bla

To: rzborusa who wrote (43237)	10/21/2021 6:04:25 PM
From: Joe NYC	Read Replies (1) \| Respond to of 59500

Intel Cloud is - cloudy Dylan points out the lead time for Milan and NVidia A100 is 20+ weeks and nobody wants Intel stuff... I seriously can't get over how disgusting this is. Intel cloud is horrid! This is despite everyone else in the supply chain indicating that clouds are in an up swing on DC investment. AMD has 20 week lead time on some Milan CPU skus and Nvidia has 25 week lead times on A100 GPUs. pic.twitter.com/GJGh9H9hta — Dylan Patel (@dylan522p) October 21, 2021