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Fresh off an appearance on stage during Aruba Atmosphere, Pensando is now off the market thanks to AMD. The other big chipmaker in the space is picking up the DPU maker for $1.9 billion. The move is designed to compete directly against NVIDIA's Bluefield DPU offerings as well as Intel's nacent IPU solution. In addition, this allows them to broaden their horizons as a maker of more than just CPUs according to our own Stephen Foskett. All this and more on this week's Rundown. For show notes please visit: https://gestaltit.com/