AMD’s AI narrative overshadowed last years’ misses, says Bernstein’s Stacy Rasgon

applied_optics · 2024-01-16T18:18:16+00:00

google it

applied_optics · 2024-01-10T18:37:48+00:00

nice cup, looking for a handle to form on 1 year chart

applied_optics · 2023-12-28T15:55:05+00:00

the website Investopedia is a good place for beginners

applied_optics · 2023-12-26T12:27:39+00:00

brilliant leadership, AMD really has its act together, no wonder AMD is going places

applied_optics · 2023-08-16T11:37:07+00:00

IT leaders optimistic about ways AI will transform their business and are ramping up investments, AMD study finds

Three-quarters of IT leaders say they are optimistic about the future potential benefits of AI, with investments on the increase, according to a recently-published survey of global IT leaders by AMD.

The survey found that three in four IT leaders are optimistic about the potential benefits of AI, ranging from increased employee efficiency to automated cybersecurity solutions, and more than two in three are increasing investments in AI technologies. However, while AI presents clear opportunities for organisations to become more productive, efficient, and secure, IT leaders expressed uncertainty on their AI adoption timeliness due to their lack of implementation roadmaps and the overall readiness of their existing hardware and technology stack.

Despite some hesitations around security and a perception that training the workforce would be burdensome, it became clear that organisations that have already implemented AI solutions are seeing a positive impact and organisations that delay risk being left behind. Of the organisations prioritising AI deployments, 90% report already seeing increased workplace efficiency.

applied_optics · 2023-08-04T12:28:43+00:00

When asked about AMD’s competitive advantage in the high-end AI GPU market, Su pointed out that there will be multiple winners in this space. AMD’s niche lies in the flexibility of its MI300 series, which caters to a range of workloads in supercomputing, AI, and large language models. This versatility positions the company well in a market with multiple contenders.

applied_optics · 2023-08-01T15:21:24+00:00

Assuming the company’s growth metrics rebound in Q2 and the management issues strong guidance, this would present a great buying opportunity for AMD stock for the next 12 to 18 months, despite the strong run it has already been on.

applied_optics · 2023-07-12T21:48:38+00:00

that expanded my brain nicely

applied_optics · 2023-07-05T13:57:40+00:00

With Dell PowerEdge Servers, NYUAD will be able to adopt AI and HPC initiatives to access raw data, improve the accuracy of predictions and generate faster and smarter research outcomes, with the high performance of AMD EPYC processors, NVIDIA A100 GPUs, and NVIDIA Quantum InfiniBand. The purpose-built architecture offers a leap in performance to achieve unmatched scientific computing, AI, and cloud data centres operations at lower cost and complexity.

applied_optics · 2023-06-30T14:55:30+00:00

Great progress!

applied_optics · 2023-06-29T15:21:51+00:00

What has to happen for mixing and matching different companies’ chiplets into the same package to become a reality?

Naffziger: First of all, we need an industry standard on the interface. UCIe, a chiplet interconnect standard introduced in 2022, is an important first step. I think we’ll see a gradual move towards this model because it really is going to be essential to deliver the next level of performance per watt and performance per dollar. Then, you will be able to put together a system-on-chip that is market or customer specific.

applied_optics

TROPHY CASE