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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 (72739)12/4/2025 3:39:33 PM
From: neolibRead Replies (1) of 73046
 
From the SA article, this is AMDs issue IMHO:

When Nvidia introduced the Oberon architecture (GB200 NVL72) with an all-to-all scale up topology and a scale up world size of 72 chips, many ASIC and GPU manufacturers pivoted their future rack design roadmaps to emulate Nvidia’s Oberon architecture. While AMD was the first to announce an Oberon-like architecture with the MI400 Helios rack, AWS will be the first outside of Nvidia to actually ship and deploy a similar all-to-all switched scale-up architecture with the Trainium3 in the Trainium3 NL32x2 Switched and Trainium3 NL72x2 Switched form factor. AMD’s first rack scale design, MI450X UALoE72 will arrive a year later than Trainium3’s rack scale design and is targeting end of year. Meta will ship their first switched architecture before AMD’s MI450X as well. We explain later in the “3D Torus vs Switched” section of this article why the switched scale up architecture is preferred over a torus architecture.
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