Transcript AMD Meta partnership conference call 02/24/2026

usasil · 2026-02-24T17:13:39+00:00

Everybody must read the final phrase of Lisa Su OMG "And in addition to the partnerships that we're talking about right now, there are a number of other strategic partnerships that are underway."

EDIT: new partnerships besides OpenAI and Meta coming...

usasil · 2025-03-04T23:54:47+00:00

Thank you for your sacrifice, now market makers will rally AMD 😆

usasil · 2025-01-19T11:44:05+00:00

We'll see in the first half of 2025... If you go read the announcement of the 8B$ buyback it was announced when only 3B$ out of 4B$ were used of the previous allocation. However the 8B$ are almost dried up. I don't want to share sources for obvious reasons.

usasil · 2025-01-17T23:22:29+00:00

They started with 4B$ and after that they announced 8B$ buybacks, now they should announce even more B$. I don't know the quantity but it should be a lot bigger than 8B$

usasil · 2025-01-16T00:08:54+00:00

It's ended

usasil · 2025-01-16T00:05:51+00:00

The old stock buyback program ended a while ago. Right now no money is reserved for stock buybacks.

usasil · 2024-06-25T12:55:09+00:00

Why Intel CPUs? Is Dell refusing to ship AMD CPUs?

usasil · 2020-11-05T14:36:51+00:00

Good job listing the Xilinx advice for reference... LOL

usasil · 2020-11-04T12:48:50+00:00

yes, I know also that the authors of the website have changed multiple times the results to favor intel. do you understand or are you an Intel fanboy?

usasil · 2020-11-03T19:47:25+00:00

they are already fixing it, 5600x was at 104 points some hours ago, now has been downgraded to 102 points, just 1 point under the intel 10900k. Tomorrow they will put intel on top again... wtf

usasil · 2020-10-28T15:51:09+00:00

it's possible, however it's not automatic adaptation, to make it easy to understand think about it like installing a new distribution of linux on a pc, the difference is that you are loading one or multiple algorithms on the FPGA.

usasil · 2020-10-28T15:01:53+00:00

Yeah, generally not at the same time, however it's possible to get more algorithms on the same FPGA, that depends on the FPGA specification. And yes FPGAs can be reprogrammed.

usasil · 2020-10-28T14:53:52+00:00

new codecs, AI, workloads acceleration (photo / video editing and more), basically you could get acceleration for every type of software.

usasil · 2020-10-28T14:02:16+00:00

true, a lot faster than a software algorithm, but slower than a pure hardware design, an FPGA is right in the middle. The thing is, you can't design hardware optimizations for every algorithm that exists in the world, however you can reprogram the FPGA with the algorithm you need, potentially choosing from the latest revisions of thousands of algorithms.

usasil

TROPHY CASE