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AMD, ARMH, INTC, NVDA
An SI Board Since December 2010
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75788 320 1 AMD
Emcee:  neolib Type:  Moderated
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71630That is really impressive! It is important to point out that this benchmark resuVattila10/16/2025
71629....just incredible times gold at ~$4300...up 116% since buy silver above $53..THE WATSONYOUTH10/16/2025
71628Here is a fascinating example from a 3rd party of the inference d/p split for inneolib10/16/2025
71627Yeah, exactly. They do seem to have some traction with MI325/355 but not a lot.neolib10/16/2025
71626I'm not sure that wording is entirely correct. Meta designed the wide OCP fneolib10/16/2025
71625Dutch Nexperia takeover saga partly driven by CEO misappropriating $200 million Elroy10/16/2025
71624I don't think that 30% would be anywhere close to a possibility in 2026, sinJoe NYC10/16/2025
71623Meta designed a wide OCP system for AMD MI450 and donated the design to the consPravin Kamdar10/16/2025
71622Nvidia should have > $200B AI revenue in 2026, so he thinks AMD can have 50-6neolib10/16/2025
71621Maybe another 3x to 4x, if the world does not implode in the meantime.Joe NYC10/16/2025
71620Most of the Zen 6 server and desktop is N2P, so H2 2026 launch. Mobile Zen 6 onJoe NYC10/16/2025
7161930% would sure change one thing: And some on this board will get rich (or richePravin Kamdar10/16/2025
71618Not too long ago, we would have been extremely happy with 10% market share. 30%Joe NYC10/16/2025
71617So, we've got ER on the 4th and the FA day on the 11th. And these (from a pPravin Kamdar10/16/2025
71616reddit.comPravin Kamdar10/16/2025
71615New Turin instance on AWS cloud beats their previous Genoa instance by 59% [graJoe NYC10/15/2025
71614Funny that Lisa mentioned Meta in her Tweet, surely for no reason whatsoever... Joe NYC10/15/2025
71613BTW, TSMC reports late tonight, which is early morning Taipei time.Joe NYC10/15/2025
71612But there’s another notable beneficiary of the Trump admin’s Argentina bailout przborusa10/15/2025
71611Cramer missed the train [X] How much envy i feel for AMD and DELL shareholdersJoe NYC10/15/2025
71610Nice, and very quick progress. I have a good feeling about AMD competitiveness Joe NYC10/15/2025
71609So the ESUN is going to be an option for Scale Up for AMD.. Maybe that's whJoe NYC10/15/2025
71608It will be OnlyFans vs. OpenAI These guys are betting on OpenAI to win. [X] hJoe NYC10/15/2025
71607amd.comPravin Kamdar10/15/2025
71606Mike on Twitter on AMD - AWS collaboration and some benchmarking of new Turin inJoe NYC10/15/2025
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