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Technology Stocks
AMD, ARMH, INTC, NVDA
An SI Board Since December 2010
Posts SubjectMarks Bans Symbol
75807 320 1 AMD
Emcee:  neolib Type:  Moderated
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71888Good points. Maybe they are ripping out some obsolete system in an existing buiJoe NYC10/27/2025
71887But the gov also only wants half the compute? I think this is an Oracle Cloud dneolib10/27/2025
71886Another boost to Turin performance from new Linux version: Linux 6.18 Boosts AMJoe NYC10/27/2025
71885Good point, it could be the reason. I hope we go back to reporting one week earJoe NYC10/27/2025
71884It would have been better if it was a cash payment, but the government is a credJoe NYC10/27/2025
71883I wonder if the relatively late CC report for q3 from AMD wasn't partly to lneolib10/27/2025
71882Yeah, you seem clairvoyant! But what I don't like is the payments. Seems tneolib10/27/2025
71881Nice touch of Trump using the picture from arraignment (when Dems tried to throwJoe NYC10/27/2025
71880Great. Now even government supercomputers are on a subscription basis. This woeetnoyer10/27/2025
71879ZT hardware sale to Sanmina closed today: " According to a CRN analysisJoe NYC10/27/2025
71878"US Department of Energy forms $1 billion supercomputer and AI partnership Joe NYC10/27/2025
71877"PCIe for scale up, Ethernet for scale out". So, the rack is really jJoe NYC10/27/2025
71876BTW, I was predicting just a few days ago that we will get an announcement, befoJoe NYC10/27/2025
71875From Yahoo: US Department of Energy forms $1 billion supercomputer and AI partnJoe NYC10/27/2025
71874Oops, no wonder the pop was given back, this is yet another circular deal. Seemneolib10/27/2025
71873Have they provided any details??neolib10/27/2025
71872Looks to be like a PCIe card pretending to be rack scale integration.Joe NYC10/27/2025
71871I don't recall the MI430 before, but likely just going senile... <i> neolib10/27/2025
71870This is the news: AMD gets two new SC from the Dept of Energy?? reuters.comneolib10/27/2025
71869Yeah, quite the pop for QCOM, and it happened somewhat gradually during market hneolib10/27/2025
71868What news came out at 8:00AM (12 minutes ago) that caused AMD to spike $6 in 1 mneolib10/27/2025
71867Looks like re-labeling some laptop parts: [X] Wait it's real wtf They're alreaJoe NYC10/27/2025
71866finance.yahoo.comPravin Kamdar10/27/2025
71865Intel news?Pravin Kamdar10/27/2025
71864A large amount of lower cost memory, something IMHO AMD should have done long agneolib10/26/2025
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