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Technology Stocks : AMD, ARMH, INTC, NVDA

AMD 259.33

+0.5%

12:15 PM EDT

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To: neolib who wrote (71870)	10/27/2025 11:55:20 AM
From: neolib	Read Replies (2) of 71978

Oops, no wonder the pop was given back, this is yet another circular deal. Seems AMD (and HPE and ORCL??) are paying for it all, while the government will just house it. So what is the $1B about?? Who gets paid any of it?? The Department of Energy will host the computers, the companies will provide the machines and capital spending, and both sides will share the computing power, a DOE official said. The two supercomputers based on AMD chips are intended to be the first of many of these types of partnerships with private industry and DOE labs across the country, the official said. I would say given the first ones content that this is just part of the planned and previously announced Oracle buildout of MI350 data center capacity in 2026. But who knows, its all become smoke and mirrors.

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