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To: neolib who wrote (71622)10/16/2025 12:39:35 PM
From: Pravin KamdarRead Replies (1) | Respond to of 72202
 
Meta designed a wide OCP system for AMD MI450 and donated the design to the consortium. I'm hoping that in the next month, we get some news about Meta-AMD. I think we need it for the next leg up.



To: neolib who wrote (71622)10/16/2025 12:54:23 PM
From: Joe NYCRead Replies (1) | Respond to of 72202
 
I don't think that 30% would be anywhere close to a possibility in 2026, since Mi450 is just starting the ramp.