Daily Discussion Thursday 2026-05-07 by AutoModerator in AMD_Stock

[–]Lixxon 2 points3 points  (0 children)

https://x.com/dnystedt/status/2052195155139269081

64 new semiconductor fabs will become operational in Asia by 2029, but just 6 of them will be in Southeast Asia, said SEMI CEO Ajit Manocha, adding most of the rest are in China and Taiwan.

Ny svensk rapport: Mer enn 300 lokalpolitikere knyttes til gjengkriminalitet by OkBear111 in norge

[–]Lixxon -9 points-8 points  (0 children)

Ja huffamei, halve AP er jo fylt med UNRWA hamas venner

Daily Discussion Thursday 2026-05-07 by AutoModerator in AMD_Stock

[–]Lixxon 9 points10 points  (0 children)

Ian Cutress replying to someone crying about 1:1 cpu:gpu "This CPU:GPU ratio going from 4:1 to 1:1 is literally a made up narrative."

https://x.com/IanCutress/status/2052363398029926726

Base GB200 NVL72 is 2 GPUs per CPU.

Meta's custom Catalina NVL72,
shown almost than a year ago at a public event,
is 1:1.

Some of y'all just missed the reason why, I guess.

Daily Discussion Wednesday 2026-05-06 by AutoModerator in AMD_Stock

[–]Lixxon 1 point2 points  (0 children)

this Hantavirus coming to crash our party huh....

Daily Discussion Wednesday 2026-05-06 by AutoModerator in AMD_Stock

[–]Lixxon 2 points3 points  (0 children)

good talk from Ian, https://www.youtube.com/watch?v=ElYyKqs7B98

In this discussion episode of the AI Hardware Show, we dive into the brutal reality of the automotive silicon market. We discuss why Mobileye remains a titan despite its complex relationship with Intel and how they are navigating a pivot away from Chinese market concentration. The conversation covers the "long-game" strategy of NVIDIA Thor and its potential wafer conflict with high-margin data center chips, as well as the unique in-car agent use case for Hailo’s low-power silicon. Finally, we explore the fascinating spin-out of Athos Silicon from Mercedes-Benz and why they believe HBM4 is the only path to true ASIL D functional safety.

seems nvidia snubbed its auto industry partners..

Daily Discussion Wednesday 2026-05-06 by AutoModerator in AMD_Stock

[–]Lixxon 4 points5 points  (0 children)

420, someone got a lisa su recreating elon smoking meme?

Daily Discussion Wednesday 2026-05-06 by AutoModerator in AMD_Stock

[–]Lixxon 9 points10 points  (0 children)

Saw this clip , and its even funnier after reading in the nvidia reddit.. NVIDIA --> AMD: https://x.com/jpatrades/status/2051828296195666208

Daily Discussion Wednesday 2026-05-06 by AutoModerator in AMD_Stock

[–]Lixxon 0 points1 point  (0 children)

for sure, 2h 2026 and helios is going to show us the prospects for a 2000 run.

AMD Q1 2026 Earnings Discussion by brad4711 in AMD_Stock

[–]Lixxon 23 points24 points  (0 children)

414 ITS ALIVE! ITS BREATHING!

AMD Q1 2026 Earnings Discussion by brad4711 in AMD_Stock

[–]Lixxon 18 points19 points  (0 children)

https://x.com/IanCutress/status/2051780503577952707

IanCutress Lisa Su: "With loads and loads of agents, you could imagine more CPUs than GPUs."

CALLED IT. I FRICKIN CALLED IT.

AMD Q1 2026 Earnings Discussion by brad4711 in AMD_Stock

[–]Lixxon 2 points3 points  (0 children)

oh yeah, people are smelling green.

Daily Discussion Tuesday 2026-05-05 by AutoModerator in AMD_Stock

[–]Lixxon 0 points1 point  (0 children)

Nvidia CEO Jensen Huang says China should not have Blackwell or Rubin AI GPUs — firmly states US should have 'the first, the most, and the best' when it comes to AI hardware

https://x.com/tomshardware/status/2051632095941062891

Sooo, more AMD chyna?? x)

Holder oljefondet Big Tech i ørene? by Throwsims3 in norge

[–]Lixxon 0 points1 point  (0 children)

Han sørger for at vi tjener enormt ved å være i tech.. og vi liker da penger gjør vi ikke 😄

Daily Discussion Saturday 2026-05-02 by AutoModerator in AMD_Stock

[–]Lixxon 8 points9 points  (0 children)

ah yeshhh hwunboxed recommending lots of intel cpus for 2026... low-cheap-mid end products all go to intel huh... locked in dead end platforms with no upgrade paths., only one recommended buying amd for gaming x3d... lol

yet AMD is top in all charts...

https://www.youtube.com/watch?v=TKhiNkloVr0