SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : AMD, ARMH, INTC, NVDA
AMD 250.10-3.7%Nov 4 3:59 PM EST

 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: Joe NYC who wrote (71218)10/8/2025 9:24:06 AM
From: neolibRead Replies (1) of 72122
 
What I find interesting is that both Nvidia and Huawei will be pushing disaggregated inference with separate hardware for prefill vs decode next year, and yet AMD (and OpenAI??) will be trying to flog a unified MI450 for inference??
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext