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Technology Stocks
AMD, ARMH, INTC, NVDA
An SI Board Since December 2010
Posts SubjectMarks Bans Symbol
75946 319 1 AMD
Emcee:  neolib Type:  Moderated
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71563You mean custom? Yeah interesting...Joe NYC10/14/2025
71562The Oracle deal is most likely part of the AMD OpenAI deal. Remember, OpenAI isneolib10/14/2025
71561So this Intel card will begin sampling with customers in H2 2026, so probably siJoe NYC10/14/2025
71560ARM doing a custom CPU for OpenAI's GPU with Broadcom?? tomshardware.comneolib10/14/2025
71559So they call it datacenter GPU for inference [X] Intel has unveiled its CresceJoe NYC10/14/2025
71558Lisa said there would be more. It would be nice to get the top 3 hyperscalers (Joe NYC10/14/2025
71557From Norrod: "Expansion planned in 2027 and beyond: [graphic]Joe NYC10/14/2025
71556IIRC, Intel has had it's toes dipped in the optical connection / network forrzborusa10/14/2025
71555BTW, it also says "Starting with 50K"Joe NYC10/14/2025
71554AMD PR on the 50k Mi450 to Oracle. It is the first announcement of Oracle buyinJoe NYC10/14/2025
71553Interesting that Intel is going to be shipping their client CPU into datacenter.Joe NYC10/14/2025
71552So it seems that LBT wanted to keep the departed engineering group leader, BruckJoe NYC10/14/2025
71551WARNING, ON TOPIC OMG, why, why pick a fight with China. A recap of what Chinarzborusa10/14/2025
71550Any comment on AMD (and the x86 advisory group) standardizing AMX / ACE? I am nJoe NYC10/14/2025
71549AMD blog post about it: Open Ecosystems and Scalable Compute for the AI EraJoe NYC10/14/2025
71548Helios rack shown (how it will look) [X] At 2025 OCP Global Summit @AMDServer Joe NYC10/14/2025
71547Looks like it is sold out on Amazon.Joe NYC10/14/2025
71546The volatility is off the charts.Joe NYC10/14/2025
71545<i>But I do know what retards think. Retards think it is permanent. RetardTHE WATSONYOUTH10/14/2025
71544<i>This is a nice little box for AMD, pretty cool to see this sort of desiTHE WATSONYOUTH10/14/2025
71543Scalping some stuff posted on Reddit: That’s where the zettascale OCI SuperclusPravin Kamdar10/14/2025
71542Broadcom marches forward with optical switches: servethehome.comneolib10/14/2025
71541China tries to spank the Dutch: tomshardware.comneolib10/14/2025
71540It also does seem to be buzz around the OCP Summit as this PR is all about OCI dneolib10/14/2025
71539I'm guessing this was posted at 5AM and is the cause of the spike today.neolib10/14/2025
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