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Technology Stocks
AMD, ARMH, INTC, NVDA
An SI Board Since December 2010
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75926 319 1 AMD
Emcee:  neolib Type:  Moderated
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71638youtu.be WTF Is Happening to Silver Right Now?! (You Won’t Believe This) THE WATSONYOUTH10/16/2025
71637BTW, if that result, is for 32 vCPUs, imagine what the result will be with Zen 6Joe NYC10/16/2025
71636getting requests from Linkedin to connect with some IBMers I worked with 25 yearTHE WATSONYOUTH10/16/2025
71635wccftech.com Qualcomm, MediaTek Are Considering Shifting 2nm Chipset ProductionTHE WATSONYOUTH10/16/2025
71634....remember this.....seems like yesterday......what a ride!...and still a long THE WATSONYOUTH10/16/2025
71633Big drop in AMD today. Sad. Got more good news coming. The best is yet to come.Pravin Kamdar10/16/2025
71632Well IIRC, META was the largest hyper user of AMD GPUs and still must be becauseneolib10/16/2025
71631Yes. But isn't that the point? Meta is going with open source. Have been forPravin Kamdar10/16/2025
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
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