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To: Vattila who wrote (63120)1/31/2025 7:15:38 PM
From: Joe NYCRespond to of 72157
 
re: Wasn't Granite Rapids priced too high, anyway?

Yes, I think that pricing was more a reflection of Gelsinger's irrational exuberance than reality.



To: Vattila who wrote (63120)1/31/2025 7:18:37 PM
From: Pravin KamdarRespond to of 72157
 
Vattila,

I hope you are right.

One thing is that with Deepseek, it more quickly moves the requirement for compute from training to inference.

Instinct does well there. And will do much better with MI355X.

There are just too many variables. Actual Q1 revenue can lie within a large band. Wishing AMD the best outcome.


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