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Technology Stocks
AMD, ARMH, INTC, NVDA
An SI Board Since December 2010
Posts SubjectMarks Bans Symbol
75808 320 1 AMD
Emcee:  neolib Type:  Moderated
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71580youtu.be good insight from Jay in Kyiv Irkutsk Russia 14F and flurries at 6AMTHE WATSONYOUTH10/14/2025
71579Somebody needs to tell Trump the US has no cards to play against China. We firsJoe NYC10/14/2025
71578China ratcheting pressure on Trump: digitimes.com Wants to throttle batteries neolib10/14/2025
71577The post I have seen on Twitter overestimated. I think, and this is just a pureJoe NYC10/14/2025
71576I see. I did not try to run the numbers, I just saw someone mention it somewherJoe NYC10/14/2025
71575I don't think that math works out. Even at your low end of $7.5B, that wouldeetnoyer10/14/2025
71574Trumpie no want more power: pv-magazine-usa.com Only Ooail for America!neolib10/14/2025
7157350K GPUs shouldn't be anywhere near 0.5GW. That would be 10KW/GPU. I thinkneolib10/14/2025
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
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