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Technology Stocks : AMD, ARMH, INTC, NVDA

AMD 213.43

+6.2%

Dec 19 9:30 AM EST

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To: Joe NYC who wrote (72691)	12/2/2025 5:50:41 PM
From: neolib	Read Replies (1) of 73070

Here is a nice article from SA on the AWS Tranium server arch: newsletter.semianalysis.com They seem to be all Xeon anyway. What is interesting is that AWS had their own custom comms arch for GPU to GPU comms. So I agree with you that I think this is now going to replace that, but I also think they will then be paired with Xeons that have the same, so it will be all glued together just like an NVL72 (or 144 or 512?) AWS link was not all to all and didn't use switches. It was more like Googles in a 3D torus with point to point. But it is kind of a big deal IMHO, it means AWS is throwing their future in with Nvidia's arch even if they use their own GPUs. Which makes it less likely IMHO that they buy substantial AMD based racks in the future.

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