It’s about to get interesting
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I have been decreasing my position in AMD which I have held for many years due to the tremendous profits that I had in it. This is just another bit of information to weigh when evaluating one’s investments. I actually am moving towards dividend bearing ETF’s. CONY has performed well for me. Anyways - caromero thanks for this…doc
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I’ve been in and out and in and out of AMD…more recently Nvidia of course as well… made a chunk especially recently. Hard to not take some profits and figure out a way to be less exposed if things get squirrely again. After the big COVID runup the pullback that happened cost me years of salary off my portfolio… Consider myself fortunate to have round-tripped that loss after only a couple of years in large part due to the AI runup and the new GLP-1 drugs at Lily and Novo Nordisk. Trying to adapt to a less frenetic mix of investments, breaking bad habits etc… Volatility is more painful than it used to be at this point. I can’t believe that mythical “59 and a half” age is only months away… Been on here since I think 1999 or 1998, K6-2 days I think.
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Bernard Baruch: “I made my money by selling too soon.”
You have to start doing this. If you have large profits in a stock, either sell enough that what is left is all profits. Or buy puts if that seems to be a better move==usually for tax reasons.
As far as the story that started this thread, in the semiconductor business, you have to consider realistic ship dates. For a product that is “sampling” compared to something currently shipping, you need to look at what will be available a year from now. I’m not saying this product won’t make it to market and compete with mid-range CPUs and APUs. But comparing a 16-core chip to an AMD 8-core chip? This may be a threat to some Intel parts but not to AMD. (No, I’m not dumping on Intel. Ryzen is dominating the high-end, while Intel is selling lots of mid-range and low-end APUs to people who are not gaming or whatever.)
I have a 12-core 7900X running at 4.8 GHz. I suspect I outperform all the processors in their comparison. 
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Does anyone know what cpu is used in the computers SMCI builds for NVDA to be used for AI by the datacenters? Or am I confused on this. I was wondering if they use an ARM, Intel or AMD cpu…doc
Nvidia is using the Intel Sapphire Rapids Xeon as the head node CPU in their AI accelerators. Microsoft also chose this CPU for use with the AMD MI300x AI accelerators.
Alan
Thanks so much for this info. I’m not surprised that NVDA is using the intel cpu since AMD is competing with them on the gpu front…doc
Just on a side note: The Snapdragons here are mobile chips ayway, for what that’s worth. As for availability, think weeks or a few months, not quarters. I think we’ll start seeing them in available products in Q3.
I think it’s a threat to current AMD offerings in mobile, as much as Intel, but I think Intel is less well positioned to weather this since they are challenged in general, and also I think it’s harder for reasons of heritage among other things for Intel to follow the market into non-x86 offerings if that winds up being what’s needed. I suspect AMD has stuff in the skunk works for Arm that could be fairly quickly developed for the commercial market if needed.
If I remember rightly the Snapdragons are derived from tech Qualcomm got by acquiring Nuvia, who were working on Arm server CPU designs. There was a messy legal fight over whether Qualcomm could use the Nuvia designs in mobile since Nuvia’s license was apparently for server CPUs… Arm didn’t appreciate having that kind of high power core in mobile for some reason, probably when they licensed the creation of server parts they were expecting a certain volume and price point to get a cut off of, and that math changed if the chip was for mobile, interfered with other Arm customers etc… I don’t recall how that was all settled in the end.
this summarizes the conflict, at least.