$1,000 follows their calls into $894
Austin Lyons@austinsemisHad a nice dinner in Maui chatting with @clattner_llvm and @samcharrington. Chris has a huge vision for Mojo and Max and Qualcomm. Quite bullish.
Austin Lyons@austinsemisBig announcement from $AMD to kick off the week 2H26 is AMD's inflection • OpenAI: first 1GW of MI450 begins 2H26 • Oracle: 50,000 MI450s starting Q3 2026 • Now Microsoft: Helios ramping on Azure in 2H26 Pensando is underappreciated • DPUs offload everything possible to the
AMD@AMDToday, AMD and @Microsoft are announcing an expanded strategic partnership to deliver a full stack of AMD AI solutions for @Azure, spanning GPUs, CPUs, networking and software. At the center of this expansion, Microsoft will deploy AMD Helios to power frontier model AI inference
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