SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks
AMD, ARMH, INTC, NVDA
An SI Board Since December 2010
Posts SubjectMarks Bans Symbol
72181 310 1 AMD
Emcee:  neolib Type:  Moderated
Introduction Market Data Compact
Previous 25 | Next 25 | View Recent | Post Message
Go to reply# or date (mm/dd/yy):
ReplyMessage PreviewFromPosted
71674ZT Systems has a nice AMD rack. Who bought them? Sanmina? Might be worth a loPravin KamdarOctober 18
71673I posted this a few days back too: tomshardware.com EXO labs must be trying toneolibOctober 18
71672You are better at analyzing these things than I am. I throw links out there, aPravin KamdarOctober 18
71671Blackwell B300 dies starting AZ production: tomshardware.com Must go to TaiwanneolibOctober 18
71670See the table here which compares H200 + vLLM vs MI325 + MAX: tensorwave.com GneolibOctober 18
71669modular.comPravin KamdarOctober 18
71668<i>It will be up to AMD to put enough pressure on the Panther Lake with MeTHE WATSONYOUTHOctober 18
71667<i>"It's a good thing that the risk, that could endanger humanityTHE WATSONYOUTHOctober 18
71666I posted about it a few times here, about the panel level packaging. In additioJoe NYCOctober 18
71665Any normal person would reply: "It's a good thing that the risk, that cJoe NYCOctober 18
71664BTW, there are some rumors that the fmax target for Panther Lake was 5.4 GHz, anJoe NYCOctober 18
71663Interesting article at EETimes on how an ecosystem of semi tools is being develoneolibOctober 18
71662....you just can not stop ......Russia routinely fires multiple nuclear capableTHE WATSONYOUTHOctober 17
71661....well, we will see who executes when and meeting all the accompanying requireTHE WATSONYOUTHOctober 17
71660re: TSMC to make advanced 2-nm chips in US sooner to meet AI demand From what IJoe NYCOctober 17
71659semiwiki.com TSMC to make advanced 2-nm chips in US sooner to meet AI demanTHE WATSONYOUTHOctober 17
71658Trump apparently rejected giving Ukraine Tomahawks - Axios is reporting. Good tJoe NYCOctober 17
71657Dylan Patel and Patrick Moorehead both think this story (Intel fabbing next gen Joe NYCOctober 17
71656From the same source: tomshardware.comneolibOctober 17
71655Anthropic thinks it can hit $20-$26B in revenue in 2026 reuters.comneolibOctober 17
71654I think this was today. Vivek Arya. [X] Bank of America raised its price targJoe NYCOctober 17
71653.....this guy explains the whole collateral issue .....the guy knows his stuff..THE WATSONYOUTHOctober 17
71652I think if these systems are somewhat accelerator, switch, and interconnect agnoPravin KamdarOctober 17
71651Speculation is that this is Microsoft Maya. I thought Intel was already doing fJoe NYCOctober 17
71650So AMD did their own via the ZT Systems guys and Meta has done their own for AMDneolibOctober 17
Previous 25 | Next 25 | View Recent | Post Message
Go to reply# or date (mm/dd/yy):
HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News