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AMD, ARMH, INTC, NVDA
An SI Board Since December 2010
Posts SubjectMarks Bans Symbol
76011 319 1 AMD
Emcee:  neolib Type:  Moderated
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71313That is a very misleading post as its cherry picked from the gpt-oss 120B, one oneolib10/10/2025
71312The details of these OpenAI megadeals are not available to us. As near as I canneolib10/10/2025
71311Post on Reddit: << There may be more upside ahead from AMD’Pravin Kamdar10/10/2025
71310x.comPravin Kamdar10/10/2025
71309Having read the entire article, this is what I've bitched before I wanted toneolib10/10/2025
71308These escalations and posturing is just a complete waste of time and counterprodJoe NYC10/10/2025
71307The "bombshell" Dylan Patel had I think is this: newsletter.semianalyneolib10/10/2025
71306I think the problem has crystalized over time that the problem is parametric yieJoe NYC10/10/2025
71305US Senate is the most retarded part of the US government: [X] Senate passes biJoe NYC10/10/2025
71304China adding restrictions on rare earth mineral exports. Also is cracking down Joe NYC10/10/2025
71303wccftech.comPravin Kamdar10/10/2025
71302Some points from Jensen. It highlights how the US screwed up on energy, which uJoe NYC10/10/2025
71301Funny that Elon Musk predicted it about a year ago, or more: [X] I have a neigJoe NYC10/10/2025
71300re: So OpenAI isn't even buying ANY of this? As far as I know, OpenAI dJoe NYC10/9/2025
71299Uh?? <i> 4) AMD will ship to and bill cloud service providers for the depneolib10/9/2025
71298I can't find link to the webcast.Joe NYC10/9/2025
71297......so that is $15+B of revenue from 1GW installation next year? ...well over THE WATSONYOUTH10/9/2025
71296I am going to look for the recording, if there is anything else that was missed Joe NYC10/9/2025
71295It will be interesting if AMD AI software goes from being a liability to being aJoe NYC10/9/2025
71294x.comPravin Kamdar10/9/2025
71293There was in fact an interview yesterday with Sam Altman, and they asked him (twJoe NYC10/9/2025
71292forbes.comPravin Kamdar10/9/2025
71291I'd like to see an analysis of TSMC fab capacity vs just OpenAI's claimeneolib10/9/2025
71290Wendell took a field trip: youtube.comPravin Kamdar10/9/2025
71289Looks like Panther Lake is going to improve over Lunar Lake, which is a good CPUJoe NYC10/9/2025
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