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Technology Stocks : AMD, ARMH, INTC, NVDA
AMD 233.54-1.8%Nov 7 9:30 AM EST
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To: Pravin Kamdar who wrote (71607)10/15/2025 5:31:47 PM
From: Joe NYC of 72186
 
So the ESUN is going to be an option for Scale Up for AMD..

Maybe that's why NVidia is now trying to license (and still control) NVLink. There are other options that are more open, less locked in.
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