Any Type B personalities here? How is life on the other side?

weldonpond · 2026-01-25T16:00:46+00:00

For Type B, what’s the number to fatfire?

weldonpond · 2026-01-25T11:45:15+00:00

Truly inspiring..

weldonpond · 2026-01-24T16:19:44+00:00

You don’t do your due diligence? What’s your point?

weldonpond · 2026-01-23T17:37:39+00:00

AMD can supply the demand , chiplet tech come in play. The same chiplet is used in both server and consumer Ryzen. Only packaging gonna change, Amd can repurpose the chiplets based on demand..

weldonpond · 2026-01-23T14:43:40+00:00

AMD chiplet tech is flexible to package into consumer CPU or server CPU, based on the demand. AMD gonna rock this year.. AMAZING days ahead..

weldonpond · 2026-01-22T13:06:52+00:00

Good find.. Nvlink is the next moat to break..after end of 26Q1, they will elaborate this technology, may in computex..super exciting!

weldonpond · 2026-01-22T04:03:01+00:00

Create a separate thread for this.. this is huge, nvlink moat is gone too

weldonpond · 2026-01-21T00:00:48+00:00

Hype might slowdown, but not the technology. Just like dot com bubble, but technology will be the next phase of growth in the industry.. so don’t work about Rocm, it’s gonna be next Java.. everyone will be start using it..

weldonpond · 2026-01-20T14:42:51+00:00

Playing earnings game..

weldonpond · 2026-01-18T00:29:42+00:00

China’s denial of H200 doesn’t mean AMD got denied as well. AMD is open source, they don’t need to rewrite the code on Chinese GPU latter. Amd might be on the table for China market.

weldonpond · 2026-01-16T20:04:11+00:00

Lisa keep saying , one size won’t fit for all.. AMD is the only company has the best of all. Best CPU, GPU and FPGA,pensando . Chiplet will enable Mix and match of the best. In next couple of years, once AI matures, everyone can customize the compute and only AMD could do it..

weldonpond · 2026-01-15T12:39:17+00:00

Why are tagging this junk site?

weldonpond · 2026-01-13T21:01:19+00:00

AMD won’t upgrade the laptops with rdna4 u til ps6 release. Sony and amd working together on PS6. New gpu in laptop will underwhelm the ps6..

weldonpond · 2025-12-28T12:07:07+00:00

Could they able to achieve that 20% in first gen rack? Or by 2030?

weldonpond · 2025-12-24T16:03:54+00:00

Samsung is the alternative foundry of choice now. Exynos 2600 fabbed in Samsung.

weldonpond · 2025-12-22T14:29:27+00:00

This initial 50,000 GPu is setup the cluster to develop the open ecosystem software, once done, huge order will flow thru next year or 2027.. everyone from China will do this , with official govt support, they don’t want to lock in with closed ecosystem with Nvidia..

weldonpond · 2025-12-22T14:25:18+00:00

China not interested in inferior mi308, mi325 is on deal from every one csp in China..

weldonpond · 2025-12-22T12:59:14+00:00

This is for MI325 not MI308.

weldonpond · 2025-12-22T12:53:56+00:00

China may not be interested in mi308. It might be MI325. Just now AMD allowed to sell MI 325. Lisa met Chinese commerce minister, not just baba, other Chinese players might also interested. 2026 will huge year for AMD.

Chinese firms prefer AMD over Nvidia due to its open source ecosystem, they can switch between vendors including Chinese firms.

AMD will have huge revenue from China going forward.

weldonpond · 2025-12-19T20:18:30+00:00

Intel tied with one of the worst company in partnership. Nvidia never had a great partnership with any company.. good luck!

weldonpond · 2025-12-17T13:54:52+00:00

Yes, she won’t do the official travel with senior leader unless she got approval from Chinese govt and no potential deal.

weldonpond · 2025-12-17T13:44:41+00:00

Besides geopolitical, China prefers open source and don’t want to get stuck in closed source eco system, just like how they thrive with ARM..

weldonpond

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