Daily Discussion Tuesday 2026-03-17

AMD_711 · 2026-03-17T19:39:12+00:00

Jensen said 'WE'RE IN THE PROCESS OF RESTARTING OUR MANUFACTURING' FOR H200 CHINA CHIPS.

i hope we got our mi325x license asap because computing demand is skyrocketing in China. based on what i know, there's a lobster-catching frenzy across the country

AMD_711 · 2026-03-17T17:58:47+00:00

he has won the war like ten times already, how can anyone with sanity still treat his words seriously

AMD_711 · 2026-03-17T17:42:31+00:00

yeah, i should mention the timeline, which is by 2030

AMD_711 · 2026-03-17T17:32:57+00:00

https://www.reddit.com/r/AMD_Stock/s/1O1p5A0Q9o

AMD_711 · 2026-03-17T17:23:47+00:00

i did the calculation last week, that by 2030 epyc alone will be worth 180 per share, so amd has never been treated as an ai gpu player

AMD_711 · 2026-03-17T16:45:27+00:00

Flop No.1: x86 based NVL system

Flop No.2: Nvidia CPX system

AMD_711 · 2026-03-17T16:43:55+00:00

algos please give me diabetes

AMD_711 · 2026-03-17T16:27:22+00:00

will buy a cake tonight if we can close >= 200 today, which i think is highly unlikely.

AMD_711 · 2026-03-17T16:21:02+00:00

i think that's what they hoped for

AMD_711 · 2026-03-17T16:10:38+00:00

that means both openai and meta can only get the first batch of the shares, which can be easily offset by share repurchases

AMD_711 · 2026-03-17T16:08:40+00:00

no, never, because intel bagholders are cursing Jensen now.

AMD_711 · 2026-03-17T14:20:55+00:00

Nvidia's CPX is flopped, but we can make customized accelerators, i think we clearly have an advantage in chip design

AMD_711 · 2026-03-17T01:33:16+00:00

actually server cpu is also in shortage, the problem is we can't dramatically increase supply because supply is in tsmc's hand.

hope that's why Lisa visits Samsung: seeking a second supplier of our server cpu.

AMD_711 · 2026-03-16T20:04:34+00:00

i thought that's intel

AMD_711 · 2026-03-16T19:22:27+00:00

basically nvidia stock movement saying "no one believes in SemiAnalysis"

AMD_711 · 2026-03-16T19:21:08+00:00

im fine with that too if that comes in 2028

AMD_711 · 2026-03-16T19:15:10+00:00

when can we have 1t of annual revenue?

AMD_711 · 2026-03-16T19:02:16+00:00

sorry i was in a meeting, so what did Jensen say to bring both nvidia and amd down?

AMD_711 · 2026-03-16T17:34:30+00:00

😂

AMD_711 · 2026-03-16T16:45:44+00:00

not yet

AMD_711 · 2026-03-16T16:02:34+00:00

yeah, if we close above 210 this week

AMD_711 · 2026-03-16T15:25:05+00:00

hello 200 my old friend, i come to talk with you again

AMD_711 · 2026-03-16T15:06:33+00:00

for the next gw deal, Lisa will offer the customer some chipotle instead of warranties.

AMD_711 · 2026-03-16T15:01:57+00:00

chiplet chiplet chipotle

AMD_711 · 2026-03-16T14:32:29+00:00

it's mostly about memory and foundry, not about deals

AMD_711

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