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Technology Stocks
AMD, ARMH, INTC, NVDA
An SI Board Since December 2010
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76029 319 1 AMD
Emcee:  neolib Type:  Moderated
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71572AMD confirmed to CNBC that Oracle deal is separate from OpenAI [X] AMD confirmJoe NYC10/14/2025
71571I was thinking that this market is hard to impress (with the Oracle announcementJoe NYC10/14/2025
71570Does this look like a Memory On Package from AMD or is this just artistic renderJoe NYC10/14/2025
71569Yahoo article and video on the Oracle announcement: AMD and Oracle announce agrJoe NYC10/14/2025
71568re: Any ideas what percentage of 1 GW this amounts to? Apparently, this is Joe NYC10/14/2025
71567AMD networking win (yeah, that's a new one) with Oracle using Pensando DPU. Joe NYC10/14/2025
71566Taking a picture in front of a (model of) Helios rack: [X] A thing of beauty ☺Joe NYC10/14/2025
71565But what does that mean. 100% isn't OpenAI? OpenAI isn't doing any of neolib10/14/2025
71564I am not sure about that. It says it is going to be publicly availableJoe NYC10/14/2025
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
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