SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : AMD, ARMH, INTC, NVDA -- Ignore unavailable to you. Want to Upgrade?

To: Pravin Kamdar who wrote (72286)11/12/2025 1:22:03 PM
From: Joe NYCRespond to of 73147
 
BTW, in this note, Morgan Stanly analyst says that what AMD describes is middle of the road scenario, assuming some sort of parity. that it can go up or down from the baseline described by AMD:




To: Pravin Kamdar who wrote (72286)11/12/2025 1:28:38 PM
From: Joe NYCRead Replies (1) | Respond to of 73147
 
BTW, that's definitely a positive that Softbank is buying some OpenAI stock. They sold NVidia to buy OpenAI...



To: Pravin Kamdar who wrote (72286)11/12/2025 2:53:13 PM
From: ElroyRead Replies (2) | Respond to of 73147
 
I'm less worried about funding than a tech change that creates less of a need for these AI data centers.

Less of a need for AI datacenters? Who needs an AI data center?

Do you really understand what these many many AI data centers are going to produce that, one day, someone will pay for? I don't.

What are the massive applications that require super duper AI data centers everywhere?


HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News