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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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71113Curious if this board has any in depth knowledge of this question. Supposedly AElroy10/6/2025
71112Lisa alluded to potential incremental AI revenue outside of Open AI. This guy sJoe NYC10/6/2025
71111My favorite Olympian from Turkey just won European championship. [X] If 'I donJoe NYC10/6/2025
71110.....high drama in the live food barrels .....Cyclops invasion .....the one eyedTHE WATSONYOUTH10/6/2025
71109Just listened to the CC. Lisa stressed multiple times that there are other custJoe NYC10/6/2025
71108[X] 40% of US GDP growth this year is AI AI co's account for 80% of gains in UJoe NYC10/6/2025
71107<i>I thought you named him Lipster before which I find funnier.</i> THE WATSONYOUTH10/6/2025
71106Thanks, Earnings on Nov 4, FAD Nov 11Joe NYC10/6/2025
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
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