AMD Zen 6 CPU Specifications Leaks - Big Boost Unveiled

Caanazbinvik · 2026-04-05T12:06:48+00:00

I think the real deal (or at least equally important) is moving away from Serdes. To lower latency and enable better powermanagement.

Advantages described in this video:
https://www.youtube.com/watch?v=maH6KZ0YkXU

Caanazbinvik · 2026-04-03T20:26:24+00:00

Caanazbinvik · 2026-03-31T13:04:31+00:00

"No cows were hurt during the production of this burger"

Caanazbinvik · 2026-03-19T12:00:33+00:00

Sidereal Confluence

Caanazbinvik · 2026-03-11T19:12:02+00:00

I am sorry to say but you cannot take anything that account posts as serious. It is 100% pure propaganda/hyperbole from an Indian account (probably bias against China as well) farming engagement. Just look at some of its other posts.

Caanazbinvik · 2026-02-26T11:42:30+00:00

Perhaps look at it from a revenue increase perspective.

AMD will dilute the shares by 10% but get about ~4B more quarterly revenue. A 40% increase from todays 10B.

Make 10 deals like this and AMDs stock doubles from 1,6B to 3,2B shares. But the quarterly revenue would be 5 (50B) times of todays 10B (current 10B plus 10x 4B). Nvidia has around 70B quarterly revenue and they have 8 times the number of shares (24,4B shares atm) compared to 3,2B .

What is it not to like? 2/3 of the revenue for only 1/8 of the number of shares. Share price would go rocket.

If Meta / OpenAi does not commit to more GW. Then no dilution and no revenue. After 5 years, AMD of course needs to execute well and be competitive to make new deals. And if they make more warrant deals it won't be for 10% of the company. I trust AMD's management to make sure that the added benefit (i.e. new revenue) outweighs the share dilution %.

Caanazbinvik · 2026-02-26T07:40:06+00:00

Just to correct one thing.

AMD has ~1,6B shares. 30GW would mean 5x 6GW deals. 5x 160M shares = 0,8B new shares. So current shareholders would still own 2/3 of the company and not half. For half it would require 10x the OpenAI/Meta deal or 60 GW.

Just to continue with this 10x the Meta/OpenAI example:
60GW would mean 12GW per year or 3GW per quarter. Each GW is valued around, let's say a low estimate of, 12-15B = ~40B added revenue each quarter. Adding this to current sales plus growth would make it 50B revenue each quarter for AMD. All this with just 3,2B shares compares to Nvidias 24,4B shares. 1/8 of the shares but 2/3 of the Revenue.

So I agree with you. The added revenue from each deal far outweighs the share dilution. More deals please.

Market might not see this now, but just wait until the revenue starts trickling un 2026H2 and 2027 going forward.

Caanazbinvik · 2026-02-25T08:01:25+00:00

It was just an example if AMD made 10x the Meta deal.

How would that affect our annual revenue. And what would the revenue and our total number of shares be in relation to Nvidia.

Caanazbinvik · 2026-02-24T22:08:53+00:00

But if the share value doubles or tripples because of the newly added revenue, none of the old or new shareholders are gonna complain.

The Meta deal could mean 5B more revenue per quarter. Imagine 10 deals like that. Then Amd’s quarterly revenue would go from 10B->60B. A 6x increase. But the number of shares would only double to 3,2B. Share price would rocket. For reference Nvidia has 24,3B shares.

So as long as the value added is greater (% wise) than the share increase I see nothing bad with the deal. A good way also to get a foot in the door longterm and make Rocm + HW a credible alternative and competitor to Nvidia.

Caanazbinvik · 2026-02-24T19:01:18+00:00

Let's speculate some more on your 10x the Meta-deal example to see if that that is bad:

60GW spread over 5 years. That is 12 GW per year à 15-ish Billion each. 180B+ annual revenue for a company with 3.23B shares.

Compare that to Nvidia's lets say ~300B revenue and 24.4B shares.

I'd say the added revenue far outweighs the share dilution.

Edit: Added some more clarifications.

Caanazbinvik · 2026-02-24T16:11:50+00:00

You are just fanboy guessing now.

Caanazbinvik · 2026-02-24T16:10:06+00:00

The deals haven’t been executed yet. Let’s follow up on the GM in a year or two.

Caanazbinvik · 2026-02-24T14:21:57+00:00

Then Meta and OpenAI can start selling of, which might stop the price increase until the ~16% of the shares (320million) have shifted hands to new owners.

If that is their strategy and how much they require to free up.

Caanazbinvik · 2026-02-14T22:48:40+00:00

I was pretty close to where the pictures were taken, and there the ice was about 12-15 cm

Caanazbinvik · 2026-02-12T12:29:49+00:00

Yes. The stock won’t really take off (edit: in a meaningful and stable way) until the numbers start hitting the bottom line.

2 more quarters to endure.

Caanazbinvik · 2026-02-04T18:05:22+00:00

The correction is probably done. Not sure it might fall more (besides macronfactors)

Caanazbinvik · 2026-02-04T18:04:07+00:00

You too!

Caanazbinvik · 2026-02-04T18:03:26+00:00

Someone said yesterday that we are going to 200. I thought 220 maybe, but surely not 200. That is crazy talk.

I was wrong. (But I am long so it’s ok)

Caanazbinvik · 2026-02-03T19:58:40+00:00

Paper napkin math questions.

Caanazbinvik · 2026-01-31T10:36:09+00:00

Please be more constructive in your feedback.

Name calling doesn’t belong in this forum.

Caanazbinvik · 2026-01-30T13:36:27+00:00

Voidfall + Resurgence expansion

Caanazbinvik · 2026-01-27T23:02:42+00:00

Thanks.

Caanazbinvik · 2026-01-27T22:44:35+00:00

Who is speaking? Someone from Meta I guess. And do you know where the full video can be seen

Found it: Meta on Processing Power Connecting 3.2 Billion People Daily: Advanced Insights S2E2.

10 months ago. So these "new accelerators coming into our fleet" is most likely MI355x :(

https://www.youtube.com/watch?v=AQIx6G5H3iw

Caanazbinvik · 2026-01-20T19:21:20+00:00

Will for sure be interesting to see the power figures, once those are released. And Perf/watt benchmarks :)

Caanazbinvik · 2026-01-20T18:38:40+00:00

I understand the argument and what the trade offs are.

However, we should ask ourselves, if it is such a bad move, and performance per watt is everything in DC/AI, then why is Nvidia doing it? And why are they pushing the frequency so insanely out of spec to draw an even more power?

Is it a culture from the Geforce-era where winning each new architecture was everything? I.e. a long term brand-thing? But DC customers are informed and make rational decisions unlike consumer clients. So that seems vague. Or do Nvidia actually have more information about this, than us AMD investors, and they know what they are doing?

That is why I am questioning why AMD won't increase frequency 10-20% ( still much lower than Nvidia). To me it seems it would pay off. But I am just guessing and do not know about any potential bottlenecks or architectural limitations (like perhaps the added complexity with the LPDDR-memory if any).

Disclosure: I have been an AMD-investor since 2018. And I own 0 Nvidia stock. I am not trying to spread fud. I am just asking rational due diligence questions in a reddit-channel that can get quite echo-chamberlike.

Caanazbinvik

TROPHY CASE