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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: neolib who wrote (72694)	12/2/2025 6:11:51 PM
From: Joe NYC	of 73066

I think the way NVidia is going to use Intel is to replace Grace in "GB" type MCMs. such as GB200, GB300. Which is an MCM module with 1 Grace die and 2 Blackwell dies. Internally, there is a NVLink communication between the 3 and some external NVLinks. Intel based MCM will just replace Grace with Xeon inside the MCM. It is a little bit like Mi300a in the Frontier supercomputer except is not unified memory, in other words, less integrated than Mi300a but more integrated than their DGX boxes that use standalone Xeon. AMD does not seem to see any value in putting the CPU inside the GPU and has moved away from that sort of implementation. Which way AWS goes? We will see. If standalone CPU, AMD has a better one, and AWS also has its own Graviton. There was also an AMD press release form AWS re:Invent today, but it seemed generic.

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