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Technology Stocks
AMD, ARMH, INTC, NVDA
An SI Board Since December 2010
Posts SubjectMarks Bans Symbol
72186 310 1 AMD
Emcee:  neolib Type:  Moderated
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71649Pretty impressive rack systems. One from ZT and one from Meta. I don't thinkPravin KamdarOctober 17
71648Holy Jumpin Jesus, if AI fizzles it won't be for lack of hardware.rzborusaOctober 17
71647servethehome.comPravin KamdarOctober 17
71646BTW, computer vision analysis in medical imaging was going well before generativneolibOctober 17
71645Maybe not too sad. Think I'd prefer to keep the half of my shares under the eetnoyerOctober 17
71644AMD price target raised to $300 from $250 at BofA BofA lifted its tPravin KamdarOctober 17
71643reuters.com $6.75B Wed $8.35B Thursday .....some cockroach is in trouble youtTHE WATSONYOUTHOctober 17
71642<i>OT: The biggest advance in science brought about by AI so far:</i>THE WATSONYOUTHOctober 17
71641I think TSMC has enough land to build all 6 phases of the fab. But they announcJoe NYCOctober 16
71640Worth a read here on a Broadcom 800G NIC: servethehome.com It does seem like neolibOctober 16
71639OT: The biggest advance in science brought about by AI so far: [youtube video] VattilaOctober 16
71638youtu.be WTF Is Happening to Silver Right Now?! (You Won’t Believe This) THE WATSONYOUTHOctober 16
71637BTW, if that result, is for 32 vCPUs, imagine what the result will be with Zen 6Joe NYCOctober 16
71636getting requests from Linkedin to connect with some IBMers I worked with 25 yearTHE WATSONYOUTHOctober 16
71635wccftech.com Qualcomm, MediaTek Are Considering Shifting 2nm Chipset ProductionTHE WATSONYOUTHOctober 16
71634....remember this.....seems like yesterday......what a ride!...and still a long THE WATSONYOUTHOctober 16
71633Big drop in AMD today. Sad. Got more good news coming. The best is yet to come.Pravin KamdarOctober 16
71632Well IIRC, META was the largest hyper user of AMD GPUs and still must be becauseneolibOctober 16
71631Yes. But isn't that the point? Meta is going with open source. Have been forPravin KamdarOctober 16
71630That is really impressive! It is important to point out that this benchmark resuVattilaOctober 16
71629....just incredible times gold at ~$4300...up 116% since buy silver above $53..THE WATSONYOUTHOctober 16
71628Here is a fascinating example from a 3rd party of the inference d/p split for inneolibOctober 16
71627Yeah, exactly. They do seem to have some traction with MI325/355 but not a lot.neolibOctober 16
71626I'm not sure that wording is entirely correct. Meta designed the wide OCP fneolibOctober 16
71625Dutch Nexperia takeover saga partly driven by CEO misappropriating $200 million ElroyOctober 16
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