$AMD shareholders after $MSFT $META said they can't stop buying @AMD chips and have much higher margin on Inference due to Superior TCO,TDP and $/M Tokens

If the GPU/CPU ratio flips for AI agents, $AMD could have an $NVDA moment, and not enough people understand how important that is

This game is 15 years old. > No ray-tracing > No AI upscaling > No frame-gen > Takes only 20gb > Developed in just 3 yrs GTX 580 ran BF3 on Ultra with 1.5gb VRAM Now you drop $1200 on a GPU and can barely hold 60 FPS in modern games without DLSS Why did we go backwards?

$AMD at ATHs I’ve been pounding the table on this one for a long time Now it feels easy to hold, but when it was at $70, many people told me it was going straight to $30 Overcoming sentiment is the hardest part of being an investor

$AMD announced a multi-year collaboration with the French government to support France’s national AI strategy The goal is to expand local AI innovation, improve access to advanced compute, and strengthen France’s position in the global AI ecosystem AMD plans to provide hardware, software, and training to French researchers, educators, developers, and AI startups through the AMD University Program, AMD AI Developer Program, and AMD AI Academy AMD will deepen its work with GENCI, the Jules Verne Consortium, and CEA on Alice Recoque, expected to become France’s first exascale supercomputer powered by AMD A planned Center of Excellence will provide expertise, training, and ecosystem support, helping France better use that system and develop its broader AI Factory France ecosystem

SemiAnalysis rumor: Anthropic to strike a major deal with $AMD to use MI450 accelerators

RT @michaeljburry: Dwarkesh nailed it. Jensen squirmed and obfuscated. This was shocking to me. Every $NVDA bull needs to watch this with…

The world’s first dual 3D V-Cache™ technology desktop processor. AMD Ryzen™ 9 9950X3D2 Dual Edition processor Available April 22 | $899 Workstation-class performance meets the AM5 platform, no new motherboard or memory required. Built for developers and content creators tackling complex workloads and massive datasets.

When even NPCs finally start realizing Jensen doesn't actually know what he is talking about.

💥 We pushed the limits of desktop performance with X3D. Then we pushed them further. I’ve been testing the new unreleased Ryzen 9 9950X3D2 Dual Edition in the lab firsthand and it is incredible. The world’s first desktop CPU with dual @AMD 3D V-Cache delivers 208MB of total on-chip cache, the most we’ve ever built into a Ryzen processor. That’s several times more than most high-end CPUs had just a few years ago. Whether you’re building unreal game worlds or tackling massive content pipelines, this 16-core Zen 5 beast gives you responsiveness and power like never before, all on a consumer AM5 platform. Coming soon: Available starting April 22nd No compromises. No limits. Games. Creation. AI. Unlocked. 🚀

As I said before it's release the Switch 2 is a failure vs the Switch. Console makers take note... Go Nvidia, Go broke!

FT Exclusive: Lawmakers have demanded the US commerce department suspend Nvidia’s licences to export AI chips to China and south-east Asian countries after the discovery of a large smuggling scheme. ft.trib.al/gdgfLPM

AMD is the king of enterprise AI inference and now it's officially confirmed: AMD makes the best AI inference hardware in the world.

After a decade of releasing agonizing Nvidia propaganda to millions of viewers Blow back from Nvidia's foundry tone deaf shilling finally reached critical mass.

DLSS5 will not nearly have this fidelity. This is an offline AI render giving the hardware all the time it needs to complete. DLSS5 is a simplified AI filter that has to run in realtime. It wil be much worse and have artifacts/glitching in fast scenes.

🤪 Even a 2x performance boost is only about on par with AMD's CPUs from two years ago... phoronix.com/review/nvidia-g…

Opinion: Nvidia DLSS 5 is a slap in the face to the art of video game design. bit.ly/4rA0WuA

Nvidia DLSS 5 off DLSS 5 on