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Technology Stocks : AMD, ARMH, INTC, NVDA
AMD 214.50-0.2%3:54 PM EST
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To: Pravin Kamdar who wrote (72433)11/19/2025 2:57:14 PM
From: neolib of 73123
 
Yeah, the reviews of G3 are pretty good it appears:

To me, the big news is that the new Gemini model, the best ever, was trained only on GOOG TPUs. There are implications for this.

Supposedly they are getting into (or almost into?) the merchant chip biz with them. Kind of astonishing they didn't think of that about $4T in NVDA market cap ago.
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