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Technology Stocks
AMD, ARMH, INTC, NVDA
An SI Board Since December 2010
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76045 319 1 AMD
Emcee:  neolib Type:  Moderated
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70630Someone on Anandtech forums uncharitably described it as LBT allowing Jensen to Joe NYC9/20/2025
70629re: Intel server processors with an NVLink for Nvidia GPUS, vs AMD with a UAJoe NYC9/20/2025
70628In theory, there could be AMD CPU, AMD GPU connected together, but both connecteJoe NYC9/20/2025
70627I don't think it is so strange. I think it is a good strategy. LBT strategy.Pravin Kamdar9/20/2025
70626So, let the games begin. Intel server processors with an NVLink for Nvidia GPUPravin Kamdar9/20/2025
70625Yeah, quite strange. I just finally listened to the call, and what a bunch of rJoe NYC9/20/2025
70624One end would be -- to Nvidia GPUs. So, AMD probably has no reason to do so.Pravin Kamdar9/20/2025
70623I don't think this is an open standard, which means AMD would have to ask NVJoe NYC9/20/2025
70622I posted much the same. I think they understood the question. Dodging (talking uPravin Kamdar9/20/2025
70621One thing I found very strange in the conference call, was that when asked aboutJoe NYC9/20/2025
70620An interesting question to me is, with the opening of NVlink for attached accelePravin Kamdar9/20/2025
70619Intel is (was) part of the UALink consortium. So this is quite shocking how weeJoe NYC9/20/2025
70618re: Client SOC's will also use NVLink to fuse Intel CPU to Nvidia integrJoe NYC9/20/2025
70617The only option for customers who want NVL72 is Arm, and maybe NVisia found it lJoe NYC9/20/2025
70616You've got some big Pawpaws! I think you are right.Pravin Kamdar9/20/2025
70615gold rising again.... $3685 silver above $43 my senior miners up ave of 119% NewTHE WATSONYOUTH9/20/2025
70614semiwiki.comTHE WATSONYOUTH9/19/2025
70613semiwiki.com EUV Lithography Without Pellicles: Accounting for Low Yields by FTHE WATSONYOUTH9/19/2025
70612semiwiki.com MediaTek Develops Chip Utilizing TSMC’s 2nm Process, Achieving MilTHE WATSONYOUTH9/19/2025
70611EETimes on AI cluster networking: eetimes.com I would hazard that this is one neolib9/19/2025
70610Jensen had 2 exposed flanks: 1. trying to stuff Arm down by people's throatsJoe NYC9/19/2025
70609not wihtout an antitrust suit.engineer9/19/2025
70608<i>Looks like Jensen is taking competition from Mi450 seriously:</i>THE WATSONYOUTH9/19/2025
70607Looks like Jensen is taking competition from Mi450 seriously: [X] BREAKING NEWJoe NYC9/19/2025
70606Best case for AMD, MI300 + for the next 3+ years and under a new admin. the 20% rzborusa9/19/2025
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