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Technology Stocks
AMD, ARMH, INTC, NVDA
An SI Board Since December 2010
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72025 309 1 AMD
Emcee:  neolib Type:  Moderated
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71849newsletter.semianalysis.com Nanoimprint Lithography: Stop Saying It Will ReTHE WATSONYOUTHlast Sunday
71848re: Sure, but the cost per FLOP for secure Gov owned computers is going to bJoe NYClast Sunday
71847Agreed, outside of extreme Intel bias, he was fine...Joe NYClast Sunday
71846We will see if Altera alone will turn out to be more or less competitive that unJoe NYClast Sunday
71845WDC and SNDK!Elroylast Sunday
71844note: AMD could be #3 by year end by any objective measurement, Intel stock shTHE WATSONYOUTHOctober 25
71843Sure, but the cost per FLOP for secure Gov owned computers is going to be way hineolibOctober 25
71842True dat .... Intel was in the drivers seat, till they weren't.rzborusaOctober 25
71841ElmerPhud wasn't so bad. Pretty smart, really. Just had terrible Intel bias.clspieOctober 25
71840The gov simulates nuclear weapons and would probably not want to farm that out tPravin KamdarOctober 25
71839ElMerFold, a high performance framework for large-scale inference and distillatirzborusaOctober 25
71838Above and beyond the traditional embedded business is the potential of AI to accrzborusaOctober 25
71837re: The huge AI clusters are so far ahead of any supercomputer that there isJoe NYCOctober 25
71836I would think money for gov funded supercomputers will have about dried up. TheneolibOctober 25
71835They program in vhdl pretty well already, something that surprised me a little. neolibOctober 25
71834Some MLID leaks: - 9950x3d2 is something he has also heard about, but it does noJoe NYCOctober 25
71833AMD-powered LUMI AI Factory: "The LUMI AI Factory provides a seamless, opeVattilaOctober 25
71832AMD gaining AI workload scaling experience on El Capitan; the world's fastesVattilaOctober 25
71831Former ORNL director and now AMD SVP Thomas Zacharia's first blog post on suVattilaOctober 25
71830> Xilinx should finally start to grow. All those design wins AMD has been talVattilaOctober 24
71829So INTC closed flat for the day, despite the big pop in AH yesterday, while AMD neolibOctober 24
71828Based on Intel CC, I am expecting strong datacenter CPU and client CPU sales, coJoe NYCOctober 24
71827Here is a good example how Dems are hijacking the country by flooding it with 3rJoe NYCOctober 24
71826Intel has these fictitious markers of "ready for production" after whiJoe NYCOctober 24
71825We usually do well against Zacks when AMD is in ramp up mode. The ER will clariVattilaOctober 24
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