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To: neolib who wrote (68945)8/5/2025 5:41:11 PM
From: neolibRead Replies (1) | Respond to of 72183
 
Trying to get at AI scale:

MI 355 had some shipments in June, but ramp is Q3 but Lisa doesn't give a number.



To: neolib who wrote (68945)8/5/2025 5:48:02 PM
From: THE WATSONYOUTHRead Replies (1) | Respond to of 72183
 
....so can AMD see $33+B revenue this year?....that's about 30% growth
....meanwhile, Intel is looking at $53B this year...that's about ZERO% "growth"
....Vatilla should run an AMD/Intel revenue crossover contest .....when and at what level



To: neolib who wrote (68945)8/5/2025 6:35:11 PM
From: Joe NYCRespond to of 72183
 
re: Lisa pushing on Jensen's line, China should use US AI tech

It may actually be David Sacks line, and that's how he got the administration to reverse the policy. Both Jensen and Lisa repeat it, to stay on message, which benefits both NVidia and AMD.


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