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To: Pravin Kamdar who wrote (71359)10/10/2025 4:50:53 PM
From: neolibRead Replies (2) | Respond to of 72350
 
If one were to take the $6B/10B ratio of AMD/NVDA for OpenAI and then look at the marketcap ratio, things look very exciting...

I wish AMD had MI450 and rackscale coming in 1Q26 not 2H26...