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Stadia doesn't run on fairy dust. It still uses CPUs & GPUs, and the more people use Stadia the more it will need. And since Stadia uses AMD GPUs I don't think AMD would be that sad about selling more super high margin enterprise GPUs to Google.

And of course you still need that local client to play it, which might as well be an AMD-powered ultrabook. At which point Stadia just resulted in AMD selling up to 3 products instead of just 1 (GPU & CPU in the server + APU in the laptop)



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