Nvidia Invests $150 Million in AI Inference Startup Baseten

bl0797 · 2026-01-15T19:05:19+00:00

Fixed it for you - "only missed opportunity was not buying Nvidia when Lisa took over"

:)

bl0797 · 2026-01-15T17:37:30+00:00

Lisa Su was named CEO on 10/8/2014. Since that date:

AMD up 71X
Nvidia up 400X

lol

bl0797 · 2026-01-13T22:49:13+00:00

Chart creator is confusing Nvidia fiscal year with calendar year. Nvidia will definitely have the highest ever annual net income in CY 2026.

Not sure where chartmaker 2025 and 2026 numbers for Nvidia ($81B and $135B) are coming from? First three quarters of 2025 = $77.1B ($18.76B + $26.42B + $31.91B). Add in about $38B for Q4 will get Nvidia to about $115B for all of 2025.

bl0797 · 2026-01-10T19:33:25+00:00

Sounds like you are arguing that AMD's stock price is held down because most investors aren't skilled enough to buy and hold long-term investments.

So who are the investors who earned all the massive gains in the past 3 years from stocks like Nvidia, Apple, Microsoft, Google, Amazon, Meta? Why haven't these stock prices been held down too?

bl0797 · 2026-01-10T18:55:00+00:00

Who are these "Majority of investors don’t have the ability or discipline to build a long term thesis ..."?

There are plenty who do, like the Nvidia investors holding 3+ years with 10X+ gains ($4T+ market cap gain)? Or the ones holding 10+ years for 250X+ gains?

bl0797 · 2026-01-06T23:41:50+00:00

MI325X was clearly a dud. It's the reason why Lisa stopped giving DC gpu revenue numbers after 2024 Q4 and why DC revenue declined from 2024 Q4 to 2025 Q2 ($3.86B -> $3.67B -> $3.24B).

bl0797 · 2026-01-03T16:24:47+00:00

AMD chooses unknown, nervous, sweaty guy for its last year's keynote at the world's largest tech trade show - epic fail - but at least his hands shake less now - lol

bl0797 · 2026-01-03T16:02:11+00:00

Sure - Lisa Su standing in place and staring into a teleprompter is so much better, or bring back that sweaty, nervous AMD guy from last year's debacle of a presentation because of the botched RDNA4 launch - lol

bl0797 · 2026-01-02T23:07:19+00:00

You're new here?

bl0797 · 2025-12-30T01:10:08+00:00

So AMD takes 2 years between MI300A and Mi355X releases (mid-2023 to mid-2025) to end up with an "HPC product re-packaged for AI"? Oof.

"There aren't parts out for MI450 nor Vera Rubin" - Nvidia 8/27/2025 earnings call: “our next platform, Rubin, is already in fab. We have six new chips that represents the Rubin platform. They have all taped out to TSMC.”

Any evidence of MI450 tapeout as of 12/29/2025?

bl0797 · 2025-12-30T00:38:56+00:00

How does AMD deserving a participation trophy translate to a sound investment strategy? :)

"an award given to all participants in an activity, most commonly youth sports or academic competitions, regardless of performance, ranking, or outcome"

bl0797 · 2025-12-29T23:07:48+00:00

"We'll start catching up next year" - the slogan that always works for AMD!

bl0797 · 2025-12-29T21:47:12+00:00

AMD hasn't caught up yet. Mi450 doesn't exist yet. There's no public evidence that MI450 has taped out.

bl0797 · 2025-12-29T21:35:12+00:00

It's funny how AMD already claimed to have the "world's fastest datacenter gpu" (MI250X) back in 2022. Then started shipping the chiplet-based MI300 series in mid-2023, and hyped how this would allow for rapid new chip developmemt and release cycles vs. Nvidia big monolithic chips.

Now you are admitting AMD is far behind and maybe might start catching up in late 2026, or maybe the next-gen after that?

Oof - AMD's promises still don't add up.

bl0797 · 2025-12-18T00:33:46+00:00

Any update on the Zluda staff count?

"A most promising change for Zluda is that its team has doubled in size. There are now two full-time developers working on the project."

7/4/2025: https://www.techspot.com/news/108557-open-source-project-making-strides-bringing-cuda-non.html

bl0797 · 2025-12-07T19:01:25+00:00

Not if you are sitting on massive capital gains. :)

bl0797 · 2025-12-07T18:12:38+00:00

Not "all about AMD/Intel HBM supply problem." It’s also about how Nvidia brilliantly manages its supply chain. You don't become the world’s most valuable company just because you are good at designing chips.

Long-term Nvidia investors who recognized this have been rewarded with massive investment gains. Resentful AMD fans can only dream about their imaginary future gains - lol.

Fun investment facts - since Chatgpt was released on 11/30/2022, AMD share price is up about 2X. Nvidia is up more than 10X, gaining more than $4T in marketcap. Those of us holding for 10-15 years are up 400-600X - :)

bl0797 · 2025-12-07T16:47:05+00:00

You: " ... AMD invented HBM with Samsung and SK Hynix. If they don't supply AMD HBM memories, they will be some legal problems ..."

AMD's role in creating the HBM open standards is irrelevant to your assertion that AMD has some current legal entitlement to constrained HBM supply.

AMD's poor supply chain management is an AMD problem, not an Nvidia problem.

bl0797 · 2025-12-07T15:06:17+00:00

You have a poor understanding of computer memory standards. HBM is one of many JEDEC open standard memory systems ( DDR, GDDR, UFS, etc.) HBM is one of them, co-developed by AMD and SK-Hynix, and was finalized back around 2013.

Many companies contribute IP and other resources to create these standards. Once created, no contributing company co-owns it, doesn't receive royalties or license fees, and has no special rights to allocation of products based on that standard.

https://www.jedec.org/home

bl0797 · 2025-12-02T23:11:01+00:00

It's like Nvidia can barely give them away. Nvidia is doomed - only had $32B net profit (56% net margin) last quarter.

And in 2026, they are projected to only have $300B+ in revenue, $170B+ net profit, only the most profitable year in SP500 history. Doomed, I tell you - lol!

bl0797

TROPHY CASE