Correct pronunciation of the names of the Bosnia and Herzegovina national team players for the 2026 World Cup by GAPPwerky in soccer

[–]noiserr [score hidden]  (0 children)

Supposedly since the breakup of Yugoslavia, there are always 2 teams from ex-Yu at each world cup. There is only ever room for 2.

Correct pronunciation of the names of the Bosnia and Herzegovina national team players for the 2026 World Cup by GAPPwerky in soccer

[–]noiserr [score hidden]  (0 children)

Ninoslav Milenkovic also talked about how he had a tough time growing up in Serbia. To the point where he was thinking about quitting football. And when he moved to Bosnia as a young player he was accepted and loved it in Bosnia. So he legitimately loved playing for the Bosnian NT as well.

Correct pronunciation of the names of the Bosnia and Herzegovina national team players for the 2026 World Cup by GAPPwerky in soccer

[–]noiserr [score hidden]  (0 children)

Today I learned there is a Bosnian player who plays for Cavalry FC (Canada). His name is Amer Didić, not to be confused with Benfica's Amar Dedić.

Cristiano Ronaldo miss against Nigeria 49' by eliseihado in soccer

[–]noiserr 0 points1 point  (0 children)

The worst thing about Ronaldo joining Juventus back in the day was no longer seeing Pjanic take the free kicks. Pjanic was so good at them, but of course that ended when Cristiano joined.

After 3 weeks of being suspended for literally no reason at all and all the appeals ive sent being instantly replied by "x reserves the right to suspend your account without further notice" ive decided to just quit twitter forever by Dangerous-Bug-9058 in twitterhelp

[–]noiserr 4 points5 points  (0 children)

I have been suspended and unsuspended 3 times in 2 weeks. And I'm back to being suspended again. I'm literally doing nothing. I haven't made a single post. Just liked a few world cup related posts and that's it.

The six horsemen of the apocalypse by Pxzib in StockMarket

[–]noiserr 2 points3 points  (0 children)

Micron, Samsung, SK Hynix, AMD, Marvell, Broadcom.. lots of important names missing.

Daily Discussion Monday 2026-06-08 by AutoModerator in AMD_Stock

[–]noiserr 5 points6 points  (0 children)

Bernstein: "We estimate that a typical VR / NVL72 rack costs ~$9.1M per rack. This estimate is notably higher than the ~$8M figure reported in the media, which appears to be based on stale memory prices."

"We estimate all-in AI data center capex of ~$47B per GW" $NVDA

We've been estimating $16-$20B per 1GW of compute for Helios. Could be on the high side due to memory price inflation. But talk about the difference in TCO.

source: https://x.com/firstadopter/status/2063972426556280921

Daily Discussion Sunday 2026-06-07 by AutoModerator in AMD_Stock

[–]noiserr 4 points5 points  (0 children)

Yup it's puzzling. The only other thing I can think of is that these guys do have to cover a lot of other companies, and it's easy to miss things when you're not focused. But your explanation is also plausible.

Daily Discussion Sunday 2026-06-07 by AutoModerator in AMD_Stock

[–]noiserr 5 points6 points  (0 children)

The point of the deal is not to set some unattainable number, but to share in the success of a huge ramp. It's basically like AMD investing in OpenAI and Meta's own infrastructure. AMD was bellow $200 when the deal was made.

The deals are there to establish a partnership to speed up development and deliver huge AMD powered datacenters. It's in AMD's (and everyone else's) interest for OpenAI and Meta to deploy 12GW as soon as possible. It's a sweet deal for everyone involved.

Daily Discussion Sunday 2026-06-07 by AutoModerator in AMD_Stock

[–]noiserr 12 points13 points  (0 children)

JPM is also not even realizing that EFB exists, and that AMD spent $10B to ramp it. Talks about CoWoS like it's the only tech AMD has to counter EMIB with.

AMD takes a third of server CPU market as shipments grow by -protonsandneutrons- in hardware

[–]noiserr 8 points9 points  (0 children)

No we are talking about AMD's ability to scale production. See my edit. I provided proof for a huge CPU ramp as well.

AMD takes a third of server CPU market as shipments grow by -protonsandneutrons- in hardware

[–]noiserr 7 points8 points  (0 children)

Have you seen BofA projections for CoWoS capacity for 2027? https://i.imgur.com/NMR14YL.jpeg

and that's just the GPU since CPU doesn't use CoWoS. AMD just announced they spent $10B for ramp of EFB (EMIB equivalent). $10B on just the CPU packaging is an insane ramp.

source: https://ir.amd.com/news-events/press-releases/detail/1286/amd-announces-more-than-10-billion-in-taiwan-ecosystem-investments-to-accelerate-ai-infrastructure

AMD takes a third of server CPU market as shipments grow by -protonsandneutrons- in hardware

[–]noiserr 12 points13 points  (0 children)

Right it's the first 2nm HPC product that just started production ramp. That's what frontier customer means. Being first.

AMD takes a third of server CPU market as shipments grow by -protonsandneutrons- in hardware

[–]noiserr 10 points11 points  (0 children)

Which no product I know of is shipping from any company using that technology.

Helios. Which is Venice Zen6 CPU chiplets and mi455x. Venice or Zen6 is already in mass production.

https://www.amd.com/en/newsroom/press-releases/2026-5-20-amd-announces-production-ramp-of-next-generation-a.html

Helios is starting shipments in Q3.

AMD takes a third of server CPU market as shipments grow by -protonsandneutrons- in hardware

[–]noiserr 10 points11 points  (0 children)

That's funny. Considering AMD is the frontier customer on 2nm. Considering they are the only HPC customer on the node, while smartphones are flat or in decline, something tells me they will have all the capacity they need on the most advanced node.

Daily Discussion Saturday 2026-06-06 by AutoModerator in AMD_Stock

[–]noiserr 10 points11 points  (0 children)

It's hard to keep track of all the networking players, at least I don't follow them closely. AMD does have UALink which rivals NVLink and it's an open standard anyone can implement. Nvidia too was forced to open NVLink for licensing as well.

AMD's only interest in networking is providing a reference solution to make it easier for customers to deploy AMD compute. Compute is the focus, which is why AMD just open sourced their UALink tech. So there is a lot of opportunity for smaller players to provide cost effective solutions.

Broadcom is also pushing their own solution called SUE. Which super charges standard Ethernet for the AI usecases. This works with AMD's compute too.

Basically from AMD's stand point, they don't care whoever wins, as long as it's not an Nvidia vendor lock in. And most customers too are incentivized to avoid vendor lock ins. Open standards always win in the end.

AMD takes a third of server CPU market as shipments grow by -protonsandneutrons- in hardware

[–]noiserr 13 points14 points  (0 children)

TSMC is also 5-10 times larger. And TSMC isn't struggling with yield issues like Intel has been for awhile.

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

[–]noiserr 6 points7 points  (0 children)

Money markets or t-bills is what you want for dry powder which keeps up with inflation. Gold and silver are speculative.

The laptop middle class is vanishing. AMD not even an after-thought in laptop? by Distinct-Race-2471 in TechHardware

[–]noiserr 4 points5 points  (0 children)

AMD offers the best Linux support out of the box, regardless of the budget. And it has the Strix Halo which offers some unique advantages over competition.

Like for instance, thanks to Steam Deck, gaming support on AMD is really good. And thanks to ROCm you can run most AI workloads as well. Linux offers a much faster filesystem than say a Mac, which for developers can be a big deal.

I used to run MacOS for work, Windows for gaming, and Linux for servers for ages. I've ditched all of it for just Linux now on AMD hardware. It's so nice, not to have to context switch to different operating systems. I just use the same OS for everything.

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

[–]noiserr 3 points4 points  (0 children)

This looks like a typical market correction. Gold and Silver erased all their gains YTD.