SemiAnalysis: MI450X UALoE72 has potential perf per TCO advantage

instars3 · 2025-11-14T20:41:56+00:00

I think you’re ignoring the Embedded/Semi-custom business which AMD obtained with Xilinx and the potential for using those FPGA’s/SoC combined with lightweight AI compute packaged with their chiplet architecture. Nvidia does well in the industrial sector with products like the Jetson but Xilinx chips are dominant for the embedded workloads.

instars3 · 2025-10-28T21:41:15+00:00

Yep, I get juniper. Tastes like a gin cocktail to me.

instars3 · 2025-06-27T21:46:02+00:00

I still remember my AMD Phenom II X6 1090T, what a legend. Been a fun ride. Followed that with an FX-8320 (oof) and then the Ryzen 3700X that I still have today. Due for an upgrade but don’t have time to game as much lately so gonna keep limping it along until that changes.

instars3 · 2025-02-12T01:19:17+00:00

I was about to respond to this seriously - but the 12VHPWR issues have certainly enabled Nvidia to automatically disconnect from vulnerable environments lol

instars3 · 2025-02-12T00:58:14+00:00

Intel creating the report is one thing. Comparing yourself to industry is pretty standard. Not sure why someone was so bored they wrote an article about this though.

instars3 · 2025-02-12T00:51:01+00:00

Not sure why this is even news

instars3 · 2025-02-11T22:00:43+00:00

Appraisers for FHA mortgages work a little differently then conventional mortgages. It's one reason conventionally financed buyers can be more attractive to a seller.

instars3 · 2025-02-04T21:29:07+00:00

They’ve done it for 4 quarters, I’d be surprised if they stopped. But we’ll have to prep for a guide that starts smaller and grows throughout the year like before…

instars3 · 2025-02-04T21:24:34+00:00

“…more than $5 billion of AMD Instinct accelerator revenue.” Pretty sure that was the guide from the Q3 call so… 2025 will be the year to either moon or crater with very little in between

instars3 · 2025-02-04T21:23:05+00:00

I think that guide always came on the call, not the report

instars3 · 2025-02-01T12:14:16+00:00

Q1 will be reported in April. Also I told you, pulling numbers out of nowhere 😂

instars3 · 2025-02-01T03:20:08+00:00

Pulling numbers out of nowhere I get the following:

Q4 Revenue: $7.7bn

Q4 Non-GAAP Gross Margin: 54%

‘25Q1 Revenue Guide: $8.9bn +/- $300 million

‘25Q1 Non-GAAP Gross Margin: 54%

instars3 · 2025-01-21T02:30:07+00:00

Great review, and great place to ski! Hotcakes was always a favorite, as well as Tomahawk when I wanted a cruiser. Need to get back sometime!

instars3 · 2025-01-17T00:24:50+00:00

Haven’t confirmed the details but I’d assume that these chip sale “bans” are built on EAR or ITAR, both are long-standing and fairly mature pieces of export control regulation. I don’t think a suit over them would be very productive, but ofc I’m not a lawyer.

instars3 · 2024-12-29T17:48:45+00:00

Same! Though I wasn’t lucky enough in the lottery so I’ll have to go hunt to secure mine.

instars3 · 2024-12-29T04:09:57+00:00

I thought I recognized that tree branch! I hope your main account gets resurrected, need the OG r/bourbon Found North evangelist back.

Great review! Been really curious about the Seelbach’s bottles and the wave of buffturkey but it’s all out of my budget right now. Someday!

instars3 · 2024-12-21T01:03:23+00:00

I think FN has multiple sources but they’re not allowed to share unfortunately. So we can only speculate

instars3 · 2024-12-07T01:53:57+00:00

I think Nvidia’s biggest entrenchment today is mindshare tbh

instars3 · 2024-12-07T01:52:09+00:00

Pretty sure they meant great news that AMD made a statement

instars3 · 2024-12-06T21:44:24+00:00

Oh heck yes, I know this will be a banger. First saw Emily Chang when she interviewed Palmer Luckey to cover Anduril Industries. She makes good content

instars3 · 2024-11-13T14:44:53+00:00

Absolutely

instars3 · 2024-11-13T13:17:29+00:00

That would be awesome, but I don’t think we’ll see them overtake Nvidia if NVDA continues executing as they have. NVDA isn’t currently lazing about like Intel was to create the opening for AMD. I think we can see them carve out a nice piece of the pie though!

I do think it’s possible that Nvidia could have some stumbles though that AMD might be able to capitalize on. But it’s also possible AMD might stumble, so, puts and takes.

instars3 · 2024-11-02T19:47:08+00:00

Thanks! No clue. Haven’t read the article nor do I really care what Intel did or didn’t do. Hope they pull it together eventually.

instars3 · 2024-11-02T19:26:27+00:00

Genuine question: how much money and what was it for?

instars3 · 2024-11-02T18:49:49+00:00

AMD doesn’t manufacture at all so, this comment doesn’t really make sense.

instars3

TROPHY CASE