AMD Investing Board

As per the latest figures, it looks like NVIDIA GPUs are powering the bulk of the supercomputers in the Top500 list with a total of 168 systems while AMD’s CPUs and GPUs power a total of 121 super computers. At the same time, Supercomputers housing AMD and NVIDIA GPU-based accelerators are largely running Intel CPUs which cover around 400 supercomputers and that’s a huge figure & while the number of systems running Intel CPUs are in a clear lead in quantity, AMD actually wins the crown for the fastest supercomputer around in the form of Frontier.

The number one system in the world is an AMD powered system and 4 of the top ten are AMD with NVDA holding 5 of the top ten spots…doc

Very good results from Nvidia tonight. Up $81 or 26.5% after hours. AMD going up in sympathy, up $10.70 or 9.9%
These are 2 of the most promising stocks tackling AI from the hardware side. On the software side I guess 2 of the most promising stocks would be Microsoft and Google. Both up after hours but much more moderately.

Astonishing rises though.


Exciting news for NVDA. Glad it is carrying over to AMD. May put an order in to sell at 120 or 125 and see if it gets picked up…doc

I rather stupidly sold 25% of my AMD a few days ago, only to buy them back today, more expensively.

Looks pretty smart right now wouldn’t you say…doc

When it hit $58, I told my son he should buy back in (he sold at $100) on the downtrend. I called him last night and asked if he saw AMD afterhours price. He didn’t buy back in!
Your purchases in the 90-110 range look good right now.
For me, I worry that Intel will catch back up with AMD on the cpu manufacturing front or that ARM will start to outperform cpu’s. Also, AMD doesn’t so far seem to be making serious inroads on the gpu front vs Nvidia. Next, Nvidia has such a huge lead in AI. Lastly, I hope China leaves Taiwan alone. The increased tension on the technology front between USA and China concerns me. Only time will answer these questions…doc

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If China disrupts TSMC, NVidia is badly screwed until things settle down (assuming we’re all alive). But compare Russia to China. But want to take over a neighboring country that at some time in the past they had owned. Russia’s approach is brutal and stupid. Putin’s committing war crimes, killing the citizens that would provide value if Ukraine became a Russian satrap, destroying the foundations of Ukraine’s value.

China knows that invading Taiwan would cost more, maybe even a lot more, in destruction of Taiwan’s value. More than Ukraine, which has substantial natural resources, Taiwan’s value lies in its intellectual properties. Destroy the factories and kill the people, and those factories will need to be rebuilt possibly without the minds that know how to do so. TSMC is setting up to flee Taiwan as its sole base of powers. All the money could easily be gone before China could claim it. To China, I think Taiwan’s valus is political. They stand as a symbol that things are not all rosy in China. Thus, I think China will threaten a lot, as they have for decades, but not actually invade. There is also the possibility that Taiwan has nukes. Some people are very good at keeping secrets.

But back to the main point. NV is most closely tied to Taiwan. AMD is still working with other foundries and investigating more. They’ll hurt, but less than NV. The big winner will be Intel. If China invades, I could see AMD take over the graphics and maybe data center lead and Intel own CPUs until AMD gets fully caught up at GF (many upgrades needed) or Samsung.

Fool on!

If AMD can continue to take market share from intel in the cpu realm and if AMD can continue to take market share from Nvidia, then AMD investors should be in pretty good shape even if AMD doesn’t surpass Nvidia in market cap - but one can hope…doc

A Microsoft spokesman clarified that AMD is ‘not involved in Athena’, but rather that Microsoft is investing to help AMD develop its own chips for AI use. This latest move is part of a broader push from the company to deepen its influence in the chipmaking industry; recent reports also claim Microsoft plans to produce its own silicon to power future systems running Windows 12.

Another quote from the TECHRADAR article above:
In any case, I’m cautiously hopeful that AMD stepping into the AI processor game will prevent some of the best graphics cards being subject to shortages as hardware is increasingly guzzled up by AI developers.

AMD is making big strides, forging ahead with new hardware in a wide range of areas, from data centers to handheld gaming consoles (check out the dope-as-all-hell Asus ROG Ally. Now AI is the new frontier, and it’s good to see AMD won’t back down from a fight - but the real winner here will be Microsoft, which isn’t severing its relationship with Nvidia either; it’s playing both sides to come out on top.

I hope they are right…doc

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The US figured the best way to keep China out of Taiwan is to become #1 in fab technology again. I don’t think those two fabs will be enough to feed AMD and nVidia, but Intel is also building a lot of new US fabs. Even if Intel can’t* match TSMC at 4 nm or 3 nm, Intel should have enough capacity as a contract fab to feed all the companies who don’t want or need to be on the bleeding edge.

  • For the record, Intel’s new fabs are planned to be competitive with TSMC. I don’t expect Intel to get ahead of TSMC, but they should get a lot closer by next year.

You are more likely to be right than I am. But I see too much madness in today’s world to feel confident of anything.
Very respectfully,

Most of the profits are at the bleeding edge, rest is commodity margins