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Technology Stocks
AMD, ARMH, INTC, NVDA
An SI Board Since December 2010
Posts SubjectMarks Bans Symbol
72208 310 1 AMD
Emcee:  neolib Type:  Moderated
Introduction Market Data Compact
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71574Trumpie no want more power: pv-magazine-usa.com Only Ooail for America!neolibOctober 14
7157350K GPUs shouldn't be anywhere near 0.5GW. That would be 10KW/GPU. I thinkneolibOctober 14
71572AMD confirmed to CNBC that Oracle deal is separate from OpenAI [X] AMD confirmJoe NYCOctober 14
71571I was thinking that this market is hard to impress (with the Oracle announcementJoe NYCOctober 14
71570Does this look like a Memory On Package from AMD or is this just artistic renderJoe NYCOctober 14
71569Yahoo article and video on the Oracle announcement: AMD and Oracle announce agrJoe NYCOctober 14
71568re: Any ideas what percentage of 1 GW this amounts to? Apparently, this is Joe NYCOctober 14
71567AMD networking win (yeah, that's a new one) with Oracle using Pensando DPU. Joe NYCOctober 14
71566Taking a picture in front of a (model of) Helios rack: [X] A thing of beauty ☺Joe NYCOctober 14
71565But what does that mean. 100% isn't OpenAI? OpenAI isn't doing any of neolibOctober 14
71564I am not sure about that. It says it is going to be publicly availableJoe NYCOctober 14
71563You mean custom? Yeah interesting...Joe NYCOctober 14
71562The Oracle deal is most likely part of the AMD OpenAI deal. Remember, OpenAI isneolibOctober 14
71561So this Intel card will begin sampling with customers in H2 2026, so probably siJoe NYCOctober 14
71560ARM doing a custom CPU for OpenAI's GPU with Broadcom?? tomshardware.comneolibOctober 14
71559So they call it datacenter GPU for inference [X] Intel has unveiled its CresceJoe NYCOctober 14
71558Lisa said there would be more. It would be nice to get the top 3 hyperscalers (Joe NYCOctober 14
71557From Norrod: "Expansion planned in 2027 and beyond: [graphic]Joe NYCOctober 14
71556IIRC, Intel has had it's toes dipped in the optical connection / network forrzborusaOctober 14
71555BTW, it also says "Starting with 50K"Joe NYCOctober 14
71554AMD PR on the 50k Mi450 to Oracle. It is the first announcement of Oracle buyinJoe NYCOctober 14
71553Interesting that Intel is going to be shipping their client CPU into datacenter.Joe NYCOctober 14
71552So it seems that LBT wanted to keep the departed engineering group leader, BruckJoe NYCOctober 14
71551WARNING, ON TOPIC OMG, why, why pick a fight with China. A recap of what ChinarzborusaOctober 14
71550Any comment on AMD (and the x86 advisory group) standardizing AMX / ACE? I am nJoe NYCOctober 14
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