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Technology Stocks : AMD, ARMH, INTC, NVDA
AMD 258.01-0.6%9:30 AM EDT
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To: Pravin Kamdar who wrote (71911)10/27/2025 8:08:23 PM
From: neolib of 71949
 
Yeah, the first one was surprising in that its claimed to be quite near term, while the 2nd one is a looooong ways out. That was odd.

But the nearer term one really strikes me as part of Oracle Clouds already moving build out, I think they just relatively recently inked this deal with the Gov to be an anchor customer. How is it any different than any of the other AI/GPU based data centers they are doing?

But the other one might indeed be a bit more HPC specific. I don't recall the total timeline in the last two AMD supercomputers but it was likely 4+ years too.
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