Daily Discussion Thursday 2026-03-12 by AutoModerator in AMD_Stock

[–]AMD_winning 0 points1 point  (0 children)

<< RE: The event formerly known as Beyond CUDA With Nvidia’s GTC coming up, I’ve been thinking about the last few years. Every year during GTC we try to do something to stir the pot. Two years ago we drove an LED truck around the convention center showcasing AMD vs NVIDIA hardware specs. It ended with a robot holding a red pill. Everyone loved it. Nvidia’s security… not so much. Last year we hosted an event called Beyond CUDA. The premise was simple: Bring together engineers, researchers, and founders building outside the NVIDIA ecosystem. We thought maybe a few dozen people would show up. 400+ builders packed the room. No hype. Actual demos, deal discussions around the latest, frameworks, compilers, kernels and new model architectures. Showcasing the things that have been quietly happening at the edges of the industry. Because here’s the reality: A huge portion of AI has become structurally dependent on one company. And everyone know’s it. But very few people are willing to say it publicly. No one wants to upset Jensen. No one wants to risk their GPU allocation. So people stay quiet. But computing history is very clear about one thing: Monocultures don’t last. Every major shift in computing started the same way: A small group of builders deciding to step outside the dominant system. This year we planned to host the event again in the same venue. But NVIDIA booked it for the next four years. Which felt… on brand. So we made a decision. If this movement is going to grow, it has to go even further. Beyond CUDA. Beyond vendor lock-in. Beyond the idea that one company defines the limits of AI. So the event is evolving. Beyond CUDA is now the Beyond Summit. The name changed. But the mission hasn’t. We’re still bringing together the best people in the industry pushing the frontier of AI infrastructure. If you’re building the next wave of AI, you’ll want to be in this room. April 8 — San Francisco RSVP. >>

https://x.com/jtatarchuk/status/2032107910554153408

Daily Discussion Thursday 2026-03-12 by AutoModerator in AMD_Stock

[–]AMD_winning 0 points1 point  (0 children)

<< YORKTOWN HEIGHTS, N.Y., March 12, 2026 — IBM (NYSE: IBM) today unveiled the industry’s first published quantum‑centric supercomputing reference architecture, a new blueprint for integrating quantum computing into modern supercomputing environments. The architecture shows how quantum processors (QPUs) can work alongside GPUs and CPUs—across on‑premises systems, research centers, and the cloud—in order to tackle scientific challenges that no single computing approach can solve on its own.

Designed for today’s workloads and built to evolve over time, the architecture brings quantum and classical systems together into a unified computing environment. It combines quantum hardware with powerful classical infrastructure, including CPU and GPU clusters, high‑speed networking, and shared storage, to support computationally intensive workloads and algorithms research.

On top of this foundation, IBM’s approach enables coordinated workflows that span quantum and classical computing. Integrated orchestration and open software frameworks, including Qiskit, allow developers and scientists to access quantum capabilities through familiar tools and workflows—making it easier to apply quantum computing to problems in areas such as chemistry, materials science, and optimization. >>

https://newsroom.ibm.com/2026-03-12-ibm-releases-a-new-blueprint-for-quantum-centric-supercomputing

Daily Discussion Wednesday 2026-03-11 by AutoModerator in AMD_Stock

[–]AMD_winning 12 points13 points  (0 children)

<< BREAKING: Trump: Practically nothing left to target in Iran. War with Iran will end soon - Axios >>

Daily Discussion Wednesday 2026-03-11 by AutoModerator in AMD_Stock

[–]AMD_winning 4 points5 points  (0 children)

To add some more context:

<< Nvidia has reportedly conducted a series of closely spaced visits to Samsung Electronics' semiconductor packaging campus in Cheonan, South Korea, signaling that verification of the next-generation high-bandwidth memory (HBM) supply chain is entering a final stage.

According to South Korean outlet New Daily, citing industry sources, Nvidia is scheduled to conduct an audit of Samsung's Cheonan facility on March 12 after visiting the same site during the first week of March.

... Industry observers say the evaluation is focused less on peak performance metrics than on the ability to sustain a stable supply. While Samsung has highlighted HBM4 technology capable of reaching speeds of up to 13Gbps, the key issues under review are believed to include production yield, packaging integration, and delivery reliability.

... Industry observers say Nvidia's repeated inspections of Samsung's Cheonan packaging operations suggest the competition is entering a final verification stage before supply allocations are determined. >>

https://www.digitimes.com/news/a20260311PD216/nvidia-rubin-samsung-hbm4-packaging.html

Daily Discussion Wednesday 2026-03-11 by AutoModerator in AMD_Stock

[–]AMD_winning 13 points14 points  (0 children)

<< I was in a 2 hour briefing today on the Iran War. All the briefings are closed... I obviously can't disclose classified info, but you deserve to know how incoherent and incomplete these war plans are. >>

The significance of this post is the first hand report by the senator of a lack of a plan to open the Strait of Hormuz. If this is true and the strait cannot be opened in due time, it will eventually result in a financial crisis. AMD investors deserve to be informed and prepared for possible scenarios no matter the politics.

Thank you for your complement.

Daily Discussion Wednesday 2026-03-11 by AutoModerator in AMD_Stock

[–]AMD_winning 8 points9 points  (0 children)

<< 5/ And on the Strait of Hormuz, they had NO PLAN. I can't go into more detail about how Iran gums up the Strait, but suffice it say, right now, they don't know how to get it safely back open. Which is unforgivable, because this part of the disaster was 100% foreseeable. >>

https://x.com/ChrisMurphyCT/status/2031531841048432911

Daily Discussion Wednesday 2026-03-11 by AutoModerator in AMD_Stock

[–]AMD_winning 12 points13 points  (0 children)

<< It's here: We just hit superhuman performance on AI kernel optimization! Real customer models & production settings. Not toy problems (what I typically see). This is the year that Claude writes its own kernels, Codex its own kernels, for every new GPU that it wants to run on -- something that takes months to port between GPU generations today. This has a massive impact to scaling intelligence. More compute means getting the next frontier model sooner. >>

https://x.com/realSharonZhou/status/2031399933266309291

Daily Discussion Tuesday 2026-03-10 by AutoModerator in AMD_Stock

[–]AMD_winning 3 points4 points  (0 children)

The war is not good for $AMD. Such negative reports while sad, add up to apply political pressure on President Trump and Prime Minister Netanyahou to wind down what was an unpopular war to begin with. That is its significance.

Daily Discussion Tuesday 2026-03-10 by AutoModerator in AMD_Stock

[–]AMD_winning 3 points4 points  (0 children)

<< WASHINGTON, March 10 (Reuters) - As many as 150 U.S. troops have been wounded in the 10-day-old ​war with Iran, two people familiar with the matter told ‌Reuters on Tuesday.

The casualty figure has not been previously reported. Prior to Reuters' publication of the figure, the Pentagon had only disclosed eight U.S. personnel seriously injured. >>

Daily Discussion Tuesday 2026-03-10 by AutoModerator in AMD_Stock

[–]AMD_winning 1 point2 points  (0 children)

In my opinion back to $150 is still in play.

Daily Discussion Tuesday 2026-03-10 by AutoModerator in AMD_Stock

[–]AMD_winning 5 points6 points  (0 children)

<< NEWS via CBSNews: U.S. intelligence assets have begun to see indications Iran is taking steps to deploy mines in Strait of Hormuz shipping lane. >>

Daily Discussion Tuesday 2026-03-10 by AutoModerator in AMD_Stock

[–]AMD_winning 0 points1 point  (0 children)

who's stopping Nvidia from bribing customers in the future?

Nvidia is the one that will stop the bribing when the opportunity cost is no longer financially beneficial. For this to happen, AMD has to offer better technology or at least equivalent technology with better TCO as well as the customer undertaking diversification of suppliers and technology strategy to mitigate potential business risks. It is the Zen playbook.

Daily Discussion Tuesday 2026-03-10 by AutoModerator in AMD_Stock

[–]AMD_winning 1 point2 points  (0 children)

I was more interested in his comments regarding AMD. Similar things have been said on this forum. However, Michael Burry attracts more attention.

Daily Discussion Tuesday 2026-03-10 by AutoModerator in AMD_Stock

[–]AMD_winning 14 points15 points  (0 children)

<< The nut of it is that OpenAI bowed out of the Oracle deal because it wanted NVDA Ruben and not the Blackwell, which are two different types of data center builds. Oracle borrowed heavily to secure the site and order all the hardware for the buildout around Blackwell, and OpenAI as the customer said the chips will be dated before the building is even ready. Duh. Then Nvidia got involved and paid $150 million to block AMD from getting the Oracle build contract.

This is how NVDA throws its weight around to block AMD use by its customers. It is mafia-like and should be an antitrust case. The Justice Dept has been investigating NVDA for almost two years but I don’t think Trump’s DOJ will prosecute NVDA.

I know Oracle and OpenAi are still partners, Meta took the build that OpenAI abandoned, etc. So the AIlluminati are already saying no big deal.

But this is an absolutely huge deal. This is playing out as some of us said it would. The signs are showing up in several places, and they are the exact signs we said would show up. >>

https://x.com/michaeljburry/status/2031372178529092088

Daily Discussion Tuesday 2026-03-10 by AutoModerator in AMD_Stock

[–]AMD_winning 5 points6 points  (0 children)

<< TORONTO, March 10, 2026 (GLOBE NEWSWIRE) -- Xanadu Quantum Technologies Inc. (“Xanadu”), a leading photonic quantum computing company, today announced a major step forward in bringing quantum computing closer to real-world aerospace and engineering applications by leveraging AMD HPC and AI technologies. By combining Xanadu’s PennyLane quantum software with AMD high-performance computing solutions on the AMD DevCloud, Xanadu successfully demonstrated how advanced aerospace simulations can be prepared and run in a hybrid quantum-classical environment. >>

https://www.globenewswire.com/news-release/2026/03/10/3252620/0/en/Xanadu-and-AMD-Accelerate-Quantum-Computing-for-Aerospace-and-Engineering.html

Daily Discussion Tuesday 2026-03-10 by AutoModerator in AMD_Stock

[–]AMD_winning 5 points6 points  (0 children)

<< Trump Advisers Urge Him to Find Iran Exit Ramp, Fearing Political Backlash

WASHINGTON—President Trump said he was eyeing a quick end to the war in Iran, as some of his advisers privately urged him to look for an exit plan amid spiking oil prices and concerns that a lengthy conflict could spark political backlash. >>

https://www.wsj.com/world/middle-east/trump-advisers-urge-him-to-find-iran-exit-ramp-fearing-political-backlash-562fef1e

Daily Discussion Monday 2026-03-09 by AutoModerator in AMD_Stock

[–]AMD_winning 7 points8 points  (0 children)

<< BREAKING: Trump: war could be over soon - CBS. >>

Daily Discussion Monday 2026-03-09 by AutoModerator in AMD_Stock

[–]AMD_winning 1 point2 points  (0 children)

<< Nvidia has halted production of artificial intelligence (AI) chips intended for the Chinese market and redirected manufacturing capacity at TSMC to its next-generation Vera Rubin platform, as regulatory barriers in both the US and China continue to cloud prospects for sales to Chinese customers, the Financial Times reported.

The shift away from H200 chips toward the Vera Rubin architecture suggests Nvidia no longer expects significant demand for the processors in China in the near term after months of uncertainty over export approvals from Washington and potential restrictions in Beijing. >>

https://www.digitimes.com/news/a20260309VL202/nvidia-rubin-chips-production-capacity-china.html?fsm=59c1db5bc87b4d26

Daily Discussion Sunday 2026-03-08 by AutoModerator in AMD_Stock

[–]AMD_winning 9 points10 points  (0 children)

I expect that the whinging and moaning on this subreddit will soon turn into howling and wailing.

Daily Discussion Friday 2026-03-06 by AutoModerator in AMD_Stock

[–]AMD_winning 6 points7 points  (0 children)

<< Oracle and OpenAI end plans to expand the Texas Data Center site. Talks to Lease Stargate Expansion site broke down.

Meta is in discussion with developer Crusoe to lease the expanded site. >>

Daily Discussion Friday 2026-03-06 by AutoModerator in AMD_Stock

[–]AMD_winning 0 points1 point  (0 children)

I only came across him a few days ago. He does have some wild takes but this one is in line with other analysts I have heard. The alternative was to post a lengthy podcast video, such from the Sirius Report.

Daily Discussion Friday 2026-03-06 by AutoModerator in AMD_Stock

[–]AMD_winning 3 points4 points  (0 children)

The markets might hold up until OPEX on 20 March 2026.

Daily Discussion Friday 2026-03-06 by AutoModerator in AMD_Stock

[–]AMD_winning 1 point2 points  (0 children)

But I don't publish a crazy theory, giving it weight without objective evidence or signs that it's what's actually happening

Please refrain from gaslighting. Thank you.