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Technology Stocks : AMD, ARMH, INTC, NVDA

AMD 215.00

+0.7%

Dec 22 3:59 PM EST

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To: Pravin Kamdar who wrote (72514)	11/20/2025 8:24:18 PM
From: Pravin Kamdar	Read Replies (1) of 73109

I saw Jensen in a Yahoo Finance interview after their release. Jensen told the guy that they said they were sold out, through next year, of GPU for the cloud. The guy was like, well then you are supply constrained, so what is the upside? Jensen replied that they are sold out of cloud GPUs, but the have plenty of Blackwell supply. The guy looked confused, as was I. He seemed to want to ask what's the difference in the GPUs. With Jensen seeming to say that, well, the difference is that one is sold out, and the other is not. Go figure.

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