You might like
With multi-year AI infrastructure investment underway, chip strength may prove more persistent than many expect. The “dip” might take longer to arrive.
Big move: Anthropic + Google Cloud just sealed a deal giving access to 1M TPUs and adding 1 GW of compute by 2026. That’s serious scale for a company already running at a $7B revenue pace. AI infra race just leveled up. #AI #Cloud #Anthropic #Google cnbc.com/2025/10/23/ant…
Agree with the perspective, but the number alone lacks granularity. Is this pre-deployment capex or revenue-realizable demand? Until we see utilization ramp, GDP % only tells half the story…
Goldman: "We don’t think the AI investment boom is too big. At just under 1% of GDP, the level of spending remains well below the 2-5% peaks of past general purpose technology buildouts so far."
AI Mondays are becoming a thing - and the momentum isn’t slowing. Curious who’s about to light it up tomorrow. 👀 Let's go $NVDA / $AMD / $MSFT / $GOOGL / $META / $AMZN / $SMH
Story of my portfolio in one picture... 🤣
The $AMD and @OpenAI deal is pure, high-stakes alignment: OpenAI's 160 Million Shares are NOT free until the stock proves the partnership is a world-beater. The full jackpot is only unlocked when $AMD hits $600/share. Why $600? Because that's the price that makes AMD a…
This upgrade isn’t a surprise—it’s overdue. The Street is finally waking up to the reality: AI infrastructure spend is going vertical, and AMD is no longer a sideshow. Hyper-scaler orders are scaling, enterprise adoption is accelerating, and GPU supply diversification is now a…
BREAKING $AMD PT upgraded to $310, Buy Rating Arete Adjusts PT on @AMD to $310 from $230, Maintain Buy Rating Who is ready for big $META and $MSFT deal?
The hardware race was just the start—the real battle is software maturity + ecosystem adoption. OCI betting big on MI450 for inference is a serious signal. #AIInfra #GPUs #ROCm Multi-GPU era is here. #AI #GPUs #AMD
.@Oracle and AMD are expanding AI performance and scalability with the general availability of OCI Compute featuring AMD Instinct MI355X GPUs. Built on the AMD CDNA 4 architecture, the MI355X provides nearly 3x the compute power and 50% more high-bandwidth memory, giving…
🚨 $ORCL TO DEPLOY 50,000 $AMD MI450 IN H2 OF 2026 “I think $AMD has done a really fantastic job, just like Nvidia, and I think both of them have their place,” said Karan Batta, Senior Vice President of Oracle Cloud Infrastructure. He added that AMD’s software stack is…
The quality of AMD software now is totally different from when we started deeply using summer 2024. In 2024, we were running into many ROCm specific bugs. Today, the frequency in running ROCm bugs is orders of magnitude lower. AMD hardware is pretty good & the software is…
BREAKING NEWS‼️‼️‼️ $AMD has just transformed the "Magnificent 7" into the "Awesome 8"!!!!!!!!
Since the April lows $AMD is up 199% while $NVDA is up 95%. This outperformance of AMD over Nvidia will get more extreme the next 12 months.
Tom Lee’s goal was simple: give retail investors access to the same data driven research as Wall Street. 🚀 We’re proud our community has grown so much, thank you to everyone who’s supported this dream💜@fundstrat
The market is not ready for this. $META about to open a new category on Wednesday: AI smartglasses
$ALAB: …It also helps $AMD as they have the scale-up network problem that UALink can solve. Because $AVGO dropped out of the consortium, the key company in providing the switches in the future is now $ALAB.
More fascinating insights on the $NVDA vs $AMD topic. A former high-ranking $NVDA employee working on NVLink explains the background on how $NVDA sees the recent UALink consortium and how it could benefit $AMD with its scale-up network issues: 1. $NVDA got scared when UALink 1.0…
An interesting comment from a technology consultant on the shift from $AMZN's AWS to $MSFT Azure they are seeing: 1. He sees $MSFT Azure taking market share. He sees the shift from AWS to Azure in terms of new projects or migrations in the realm of 10%. 2. The reasons for the…
A MUST-READ interview with an $MSFT employee talking about the GPU market and $AMD, $NVDA's role: 1. $NVDA's CUDA network is much bigger with bigger support for PyTorch and TensorFlow than $AMD. $NVDA also has an extensive community of forums and SDKs, as its software is highly…
Sam Altman just posted this. Scaling laws are accurate over many orders of magnitude. $NVDA
United States Trends
- 1. Good Saturday 19.5K posts
- 2. Tottenham 46.7K posts
- 3. #SaturdayVibes 2,847 posts
- 4. #LingOrm1st_ImpactFANCON 1.45M posts
- 5. LINGORM HER AND HERS FANCON 1.38M posts
- 6. Manchester United 56.1K posts
- 7. #KirbyAirRiders 2,025 posts
- 8. Brown Jackson 6,358 posts
- 9. Justice Jackson 6,766 posts
- 10. Collar 17.4K posts
- 11. Frankenstein 86.5K posts
- 12. Capitol Police 41.5K posts
- 13. Giulia 16.4K posts
- 14. The Supreme Court 149K posts
- 15. Heels 31.4K posts
- 16. Tulane 4,614 posts
- 17. Snoop Dogg 3,318 posts
- 18. Lindsey 9,389 posts
- 19. Pluribus 31.9K posts
- 20. Hungary 61.2K posts
Something went wrong.
Something went wrong.