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To: neolib who wrote (71226)	10/8/2025 10:36:58 AM
From: Pravin Kamdar	Read Replies (1) \| Respond to of 72133

The problem for OpenAI is that they can literally go to zero if an equal or better AI product is open sourced and runs on edge hardware, something that very well might be the future of AI. It is a risk, but they could also have $100B in AMD stock. I think AMD can get to $600 without OpenAI. There was an analyst on CNBC a little while ago who said that he sees the AI infrastructure TAM going to $2T. We must be near a top. 20% market share on a $2T TAM would be $100B per quarter for AMD. Don't see that happening.

To: neolib who wrote (71226)	10/8/2025 11:23:47 AM
From: Joe NYC	Read Replies (1) \| Respond to of 72133

I think the difference is that Intel is promising to have a product and then not having it and for AMD, AMD does have a product but not enough customers. The way I look at it, even if the deal only goes half way through the planned installations, it is still a big win for AMD, establishing AMD as a credible alternative.