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AMD, ARMH, INTC, NVDA
An SI Board Since December 2010
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Emcee:  neolib Type:  Moderated
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71105Don't be mean.Vattila10/6/2025
71104Conference call for those who missed it: AMD and OpenAI Announce Strategic PartVattila10/6/2025
71103Apparently, it specifies use of Nvidia's GB200 in Texas, but says nothing abVattila10/6/2025
71102re: ....what about Intel? Does not look like Intel is getting any of it. BJoe NYC10/6/2025
71101> If so, it shows that if you are not leveraging AI, you will be left in the Vattila10/6/2025
71100 "[...]we have lots of other very important and strategic custPravin Kamdar10/6/2025
71099so Broadcom / NVidia / AMD all cut big deals for their AI chips ....what aboutTHE WATSONYOUTH10/6/2025
71098BTW, did the deal that OpenAI signed with Oracle specify which hardware will be Joe NYC10/6/2025
71097BofA raises $AMD price target to $250 from $200 with a buy rating Pravin Kamdar10/6/2025
71096Yeah. That's what I was thinking, but the article was based on new informatiPravin Kamdar10/6/2025
71095> Quickly put together. That was my thought as well, struck by the thoroVattila10/6/2025
71094The OpenAI endorsment will bring in many other customers. It is a turning point.Pravin Kamdar10/6/2025
71093Is there a webcast? here is some quote, other parties also interested in Mi450 Joe NYC10/6/2025
71092Very good article. Quickly put together. OpenAI to help AMD grow its datacentePravin Kamdar10/6/2025
71091[X] $AMD 🤝 OpenAI Deal 10-minute-deep dive on The Street. https://t.co/OyT6K8WJoe NYC10/6/2025
71090$10B revenue per quarter may come sooner than expected. BTW, from some rumors oJoe NYC10/6/2025
71089From Reddit, Argus analyst update: Argus lifted PT from $200 to $275 just now Pravin Kamdar10/6/2025
71088He is not celebrating, where did you see that?Joe NYC10/6/2025
71087I may soon have to widen the columns in my spreadsheets.Vattila10/6/2025
71086Increases his $3B per quarter revenue run rate (from datacenter GPU) by $4.5B? Joe NYC10/6/2025
71085The best write-up on the deal I've found so far: AMD and OpenAI: The 6 GigaVattila10/6/2025
71084It seems there are multiple tiers at different years. Not all at once.Joe NYC10/6/2025
71083Interesting speculation. There may still be an acquisition in the future, with Joe NYC10/6/2025
71082re: Wake up people and start celebrating! I could not believe my eyes.Joe NYC10/6/2025
71081This is what we were waiting for on the datacenter GPU side. It elevates AMD frJoe NYC10/6/2025
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