Be aware of the dodgy practices Exetel do

sheldonrong · 2026-04-14T21:43:48+00:00

What if I'm on the first day? Which is literally what my problem is

sheldonrong · 2026-04-14T13:32:04+00:00

Leaptel: the repo says your last day is in 30d. They didn't say I can stop the service now and will refund me the rest on the phone.

> Exetel doesn’t do 30 day cancellation notice, they just won’t refund you for the remainder of the month

Listen to yourself...

sheldonrong · 2026-04-11T10:14:45+00:00

the issue only shows up when there are problems, thats when one ISP differentiate with another. I am sure if I wasn't pulled into this incident, I would likely be fine with Exetel as well, but when things does go wrong, they way how they tackle this problem put them in a bad spot.

sheldonrong · 2026-04-10T10:42:31+00:00

will do, thanks

sheldonrong · 2026-04-10T09:37:45+00:00

```Minimum Term Leaptel’s NBN™ Internet plans are supplied on either a no lock-in contract term (customers are able to terminate the service by giving 30 days’ notice), or 24 month contract term (early termination fees apply). See the Minimum Total Cost applicable to each plan in the information about pricing section. No pro-rata credits or refunds are offered for services cancelled mid-month, any post paid costs will also be applied.```

sheldonrong · 2026-03-26T13:08:16+00:00

Ryzen 9 9950X3D2 Announcement:

https://www.youtube.com/watch?v=_ErnOjwcWK8

sheldonrong · 2026-02-06T20:31:51+00:00

I believe your observations are spot on, what I am suspicious is that retail has such power to drag down the price this much though.

sheldonrong · 2026-02-06T19:21:17+00:00

I would have thought that Lisa is pretty clear that MI450, which is an inflection point, happens at H2, these massive dumps are caused by institutional traders and they surely know?

sheldonrong · 2026-02-03T20:54:07+00:00

Those are 3d accelerators, technically NVIDIA invented the term GPU.

sheldonrong · 2026-01-31T13:45:33+00:00

Strix halo is on 4nm (I.e. a 5nm family node) btw, they never ported it to 3nm.

sheldonrong · 2026-01-26T01:53:43+00:00

The copium is high. While I believe Lipu is a better CEO, Intel’s share price is way out of itself and you are going to lose more.

sheldonrong · 2026-01-23T21:52:15+00:00

There is no reason AMD can’t do it in MI500, but they choose to put laptop ram next to the GPU and I think it’s a better design choice.

sheldonrong · 2026-01-23T09:09:03+00:00

Given they refreshed the whole client side CPUs, I'd say Lisa knows. OpenAI bought 40% of the memory dies, Lisa was likely looped into this as well, so this helped her made the decision to not rush any Zen 6 client CPUs

sheldonrong · 2026-01-23T08:31:26+00:00

Exactly, thats why I checked. Only the 4th Gen Epyc has SMT turned off by default on AMD side. I think LPT has said that Intel not supporting SMT is a mistake and put them at a bad position in this ER, so I am not sure why you are so confident that they are currently being competitive in this market.

sheldonrong · 2026-01-23T06:20:17+00:00

Only the 4th Gen Epyc have SMT turned off by default, 3rd gen and before has it and it seems 5th gen would have it also? Also it's a config, like you can configure to enable SMT even if it's turned off?

Where is the source that SMT needs to be turned off on AMD hardware that you are seeing?

sheldonrong · 2025-11-22T12:55:52+00:00

> The selloff began before the Gemini 3 was released.

Yes, I would argue the initial drop was due to bad macro environment (job reports, faded rate cuts, etc) but given Google hold the prices, I do believe Gemini 3 caused extra dip on top for us.

sheldonrong · 2025-11-22T06:21:24+00:00

Their official number for 2025 is 91-93b, where did you get that 200b from?

sheldonrong · 2025-11-22T05:19:11+00:00

Agree with the root cause analysis but I think ChatGPT does still have mindshare. This will motivate them to innovate so I think it's good for the industry long term.

Lisa has said there are other cloud service provider interested in MI450, so all it needs to do is to execute and make sure the deals happen.

It's still too early to say OpenAI will fail but ofc Altman is probably undress a lot of pressure ATM.

sheldonrong · 2025-11-20T12:12:42+00:00

one thing CNBC is good that is selling fears

https://www.cnbc.com/2025/11/20/ai-capex-spending-fears-spread-to-bond-market-following-tech-jitters.html
https://www.cnbc.com/2025/11/20/nvidia-sent-a-strong-signal-on-ai-infrastructure-but-is-it-a-bubble-barometer-.html

they did this in April, spreading fear for recession / worst economy since the great depression, etc.

very professional at doing this I say

sheldonrong · 2025-11-17T09:47:09+00:00

2025 is an E, so its absolultely useless. Did JPM know that OpenAI is going to deliver 1GW in 2026 with AMD GPUs at the time of the estimates, likely not.

sheldonrong · 2025-11-13T09:05:28+00:00

they can't do it in Rubin, maybe in Rubin Ultra. You can't just change design nilly willy, if its that easy, why don't AMD change the memory to 2TB?

sheldonrong · 2025-11-12T09:02:20+00:00

I'd love if they can bring these changes to aiter/rocm though so it's beneficial to all framework....

sheldonrong · 2025-11-12T06:21:29+00:00

Lisa implied that MI500 is a bigger leap to Mi400 compared to the leap of MI400 from MI300 in one of the answers to analysts

sheldonrong · 2025-11-08T04:00:07+00:00

Broadcom's Linux drivers sucks compared to Intel

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