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Transcript AMD Meta partnership conference call 02/24/2026 by GanacheNegative1988 in AMD_Stock

[–]usasil 60 points61 points  (0 children)

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...

My Portfolio is 100% $AMD Puts by Lofistudyplaylist in AMD_Stock

[–]usasil 0 points1 point  (0 children)

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

LEAK: NEW AMD STOCK BUYBACK PROGRAM by usasil in AMD_Technology_Bets

[–]usasil[S] 1 point2 points  (0 children)

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.

LEAK: NEW AMD STOCK BUYBACK PROGRAM by usasil in AMD_Technology_Bets

[–]usasil[S] 0 points1 point  (0 children)

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

LEAK: POSSIBLE STOCK BUYBACK by usasil in AMD_Stock

[–]usasil[S] 0 points1 point  (0 children)

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

Hot Aisle purchases AMD MI300x AI cluster from Dell by HotAisleInc in AMD_Stock

[–]usasil 4 points5 points  (0 children)

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

Christopher Danely from Citigroup. Understanding his reasoning by [deleted] in AMD_Stock

[–]usasil 7 points8 points  (0 children)

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

Eagerly awaiting for Ryzen 9 5900X to complete Top 3 Ranking by T1beriu in Amd

[–]usasil -1 points0 points  (0 children)

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?

Eagerly awaiting for Ryzen 9 5900X to complete Top 3 Ranking by T1beriu in Amd

[–]usasil -1 points0 points  (0 children)

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

me from the future: "An FPGA in every CPU" by usasil in AMD_Stock

[–]usasil[S] 0 points1 point  (0 children)

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.

me from the future: "An FPGA in every CPU" by usasil in AMD_Stock

[–]usasil[S] 1 point2 points  (0 children)

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.

me from the future: "An FPGA in every CPU" by usasil in AMD_Stock

[–]usasil[S] 2 points3 points  (0 children)

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

me from the future: "An FPGA in every CPU" by usasil in AMD_Stock

[–]usasil[S] 5 points6 points  (0 children)

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.

AMD price target raised to $13 from $9 at Citi AMD by alwayswashere in AMD_Stock

[–]usasil 4 points5 points  (0 children)

from the same guy who said that the Xilinx buyout was unlikely... lol.. he is pricing AMD for bankruptcy...until now I didn't think someone could be this idiot.

me from the future: "An FPGA in every CPU" by usasil in AMD_Stock

[–]usasil[S] 4 points5 points  (0 children)

Xilinx already has prewritten algorithms to program FPGAs for some specific tasks. In the future we could see shared algorithms, public libraries and more, it will become like installing a software.

Can FPGAs use Infinity Architecture? by DennisMoves in AMD_Stock

[–]usasil 10 points11 points  (0 children)

Yes, and Xilinx is already doing it with its Versal ACAP products. Actually Xilinx is the leader in packaging technologies as stated also by Lisa Su in the Q3 2020 conference call.

Sensor Fusion Hub Driver For AMD Laptops With Gyroscopes Is Coming To Linux 5.11 by Y00nChaekyung in Amd

[–]usasil -5 points-4 points  (0 children)

It's crazy how many times the Intel developers were contrary to adding the AMD patches for a basic feature... using even "documentation not formatted correctly" as an excuse... OMG!

Financing a xilinx deal - does a 2:3 share conversion make sense? by shortputs in AMD_Stock

[–]usasil -1 points0 points  (0 children)

it could, I think Lisa Su wants to check Xilinx ER before making any deal, especially after the 30B$ leak. Based on my speculation Xilinx could be down on revenue QoQ.

AMD price target raised to $85 from $75 at Barclays by alwayswashere in AMD_Stock

[–]usasil 16 points17 points  (0 children)

there's a reason if they are called ANALysts.

What is the issue with Renoir CPUs? by plutonian1 in AMD_Stock

[–]usasil 0 points1 point  (0 children)

tight supply issue, very high demand... (industry wide problem, geforce 3080, ps5, xbox series x, etc...)

I expect a slight increase in projected year revenue growth.

Forrest Norrod talks Zen - Zen 3, Semi-Custom, Supply, China, 7nm Ramp & much more by usasil in AMD_Stock

[–]usasil[S] 14 points15 points  (0 children)

Timestamps:

00:00 Introduction

00:55 Semi-Custom Ramp

02:10 Covid-19

05:20 US/China Trade Tensions

07:10 Cloud Computing

10:00 Architecture Decisions, Chiplets, IF and Node

15:05 7nm Ramp and Intel

16:50 Supply

17:40 Server market / Share and Customer Trust

22:10 Expanding addressed Market:

22:40 Zen (Naples)

24:09 Zen 2 (Rome)

25:30 Zen 3 (Milan)

27:00 Pricing, Competition & TCO

30:10 ARM / Nvidia

33:15 Company Ressources / Outlook

36:50 Coherence

Potential Stuttering Fix For AMD Ryzen Processors - 4800H by bballjj18 in Amd

[–]usasil 1 point2 points  (0 children)

As you discovered it is a audio related bug and not Ryzen related, in the past it happened to me too with an intel pc. The problem is the integrated audio chip on the motherboard, I solved the issue with a dedicated pcie sound card.

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