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Technology Stocks
AMD, ARMH, INTC, NVDA
An SI Board Since December 2010
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76188 319 1 AMD
Emcee:  neolib Type:  Moderated
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70130<i>The number of workers on payrolls will likely be revised down by 911,00THE WATSONYOUTH9/9/2025
70129I completely get Jean though. AMD is investing a lot of dollars into AI, and abJoe NYC9/9/2025
70128Text, image, speech, video files fed in from the internet. With optimization of Pravin Kamdar9/9/2025
70127Certainly. I don't know the process of feeding in all the data to train a moPravin Kamdar9/9/2025
70126He seemed to be wondering about vast amounts of data and how it could be stored.neolib9/9/2025
70125Looks like the market is reacting better to Forrest, than Hu.Pravin Kamdar9/9/2025
70124With agentic AI and reasoning, there is a need for CPU to coordinate. This shoulPravin Kamdar9/9/2025
70123Perhaps it is about the billions of trained parameters of a model. In that casPravin Kamdar9/9/2025
70122Not sure what "input data" you are referring to. Back in the "olneolib9/9/2025
70121Hard to not be shocked, again and again, at the level of humiliation, dishonor brzborusa9/9/2025
70120I think it was Venice. Said it was looking good. From the comments from Hu and Pravin Kamdar9/9/2025
70119Hard to not be shocked, again and again, at the level of humiliation, dishonor bJoe NYC9/9/2025
70118BTW, I think Lisa mentioned during the CC that they already had silicon in houseJoe NYC9/9/2025
70117A lot of vague statements in MLID Panther Lake leak. But the main tidbit is thaJoe NYC9/9/2025
70116From the GS NVDA webcast, the CFO stated that Vera Rubin will be a family of sixPravin Kamdar9/9/2025
70115Payroll revision for period of April 2024 to March 2025: -911k jobs. [X] A posJoe NYC9/9/2025
70114From the note, it looks like Mi400 testing is is starting soon or already on theJoe NYC9/9/2025
70113Lisa will have a CES keynote in 2026 [X] CES 2026: @AMD keynote. “Dr. Su’s keyJoe NYC9/9/2025
70112Here's what I don't understand. AI compute is massively processing gaziElroy9/9/2025
70111As you mused a few days back. What I don't get with the ASIC side is howneolib9/9/2025
70110Yet another would be AI chip vendor: digitimes.comneolib9/9/2025
70109HSBC note: reddit.comPravin Kamdar9/9/2025
70108the-sun.com breaking news!......Kaliningrad Russia BODY FOUND.....HEAD MISSINGTHE WATSONYOUTH9/9/2025
70107ADVANCED MICRO DEVICES AMD: HSBC CUTS TARGET PRICE TO $185 FROM $200Pravin Kamdar9/9/2025
70106reddit.comPravin Kamdar9/9/2025
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