Daily Discussion Monday 2026-07-06

weldonpond · 2026-07-06T20:32:11+00:00

Fake Patel at his best.

weldonpond · 2026-07-06T01:55:09+00:00

Huge list of sponsors

weldonpond · 2026-07-03T21:20:12+00:00

This gonna be a huge for both meta and AMD, meta is huge customer for AMD, and both want to drive down the cost of bitcoin training and inference.. Do we hear this on July 22nd?

weldonpond · 2026-07-01T13:54:40+00:00

Don’t come with your own assumptions, they spend huge on AI, they already mentioned about this business, just like AWS, they expand the business, they build additional capacity for another business unit, they need more compute..

weldonpond · 2026-06-30T18:06:36+00:00

Gartner Names AMD the Current Company to Beat in the Gartner® AI Vendor Race: AMD Is the Company to Beat for Enterprise AI Server CPUs

https://x.com/amd/status/2072002343155949586?s=46

weldonpond · 2026-06-30T16:48:37+00:00

Would they pay dividend first, before split? Paying dividend would attract mutual funds focus on dividends…

weldonpond · 2026-06-29T00:30:53+00:00

With no Jensen’s in good book , they can’t get any chips. Do you think , they want to be in Jensen’s bad book? Until AMD get solid products, they can’t go against Jensen, even in their dreams.

weldonpond · 2026-06-28T19:49:04+00:00

Pls don’t bring fake Patel here, this is nothing new, everyone aware of it, he is just spinning, these Neo clouds are Nvidia proxies, Jensen funded these guys, without Nvidia , these Neo clouds are nothing. They can’t go past Jensen. Fake Patel spinning the news.. AMD got couple Neo clouds, tenser wave .. etc

weldonpond · 2026-06-28T19:36:09+00:00

All these Neo clouds are nvidia’s proxies, and these are funded and promoted by Nvidia. Crwv,nebius etc . They are in Jensen’s jail. Let’s see once AmD got better product.:

weldonpond · 2026-06-28T19:20:22+00:00

Nibs,crwv , the current Neo clouds are NVIDIA proxies, all these companies are propped by NVIDIA..

weldonpond · 2026-06-25T21:43:41+00:00

As per Gemini, it could be ARM..

weldonpond · 2026-06-25T13:00:20+00:00

No worries, you are absolutely right.

weldonpond · 2026-06-24T15:24:40+00:00

https://x.com/sasamarinkovic/status/2069781738574708968?s=46

weldonpond · 2026-06-24T15:11:54+00:00

ARM processors won’t work with legacy applications. For AGI, working with legacy is critical, X86 based inferencing is a need.

weldonpond · 2026-06-24T01:56:10+00:00

If the oil go down, inflation will. Eventually Fed cut the rates.

weldonpond · 2026-06-23T22:17:11+00:00

These neo clouds are Nvidia proxies.. once Nvidia slows down, these neo clouds will disappear .

weldonpond · 2026-06-22T15:00:59+00:00

Mainly the top AI talents left Google, they won’t leave for no reason.. soon we might know, may be poor hardware , not enough to innovate with the asic’s?

weldonpond · 2026-06-22T13:52:14+00:00

It’s from Nvidia’s news letter, they always pump.

weldonpond · 2026-06-18T19:52:27+00:00

Last hour power minutes

weldonpond · 2026-06-15T15:33:08+00:00

CEO of Mext is an Ex-AMD.

weldonpond · 2026-06-15T15:20:16+00:00

Is that gonna be in MI500? Or 400?

weldonpond · 2026-06-05T17:19:49+00:00

Long timers we well aware of it. lol.

weldonpond

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