$1,000 follows their calls into $1,083
Patrick Moorhead@PatrickMoorheadThis is a very different AMD and shouldn’t be underestimated. The show felt different. More like a leader and less like a follower just happy to be in the big game
Patrick Moorhead@PatrickMoorheadThere has been a lot of conjecture and debate on Helios shipments. I asked Lisa: “@LisaSu, can you talk a little bit about the complexity of what it takes to get it there, and also second half deployments? How do how does AMD define deployment, and talk about your confidence
Patrick Moorhead@PatrickMoorheadAMD keeps the Advancing AI drumbeat going and announces jointly with Anthropic a formal Helios commitment. There were rumors out there, ROCm job listings and even a GitHub YAML file listing Anthropic as a customer, but it's official now. Here are the deets: •up to 2 gigawatts
Patrick Moorhead@PatrickMoorheadAMD gets ahead of Advancing AI and announces jointly with Microsoft a formal Helios commitment. There were rumors out there and even Microsoft decks with MI455X, but it’s official now. Here are the deets: •spans Instinct MI455X GPUs, 6th Gen EPYC “Venice” CPUs, Pensando
Patrick Moorhead@PatrickMoorheadTime to short $NVDA. 🤣 Seriously, this number is mind boggling. $2.4T per year. Accurate? Don’t know.
Gavin Baker@GavinSBakerInteresting report from @theinformation that Nvidia will be able to make 1000 Vera Rubin racks per day, which is $630b per quarter. Actually a little hard for me to believe and haven’t checked the math, but wow if true. And Vera CPU racks and Groq LPU racks would be incremental
Patrick Moorhead@PatrickMoorheadAMD gets ahead of Advancing AI and announces jointly with Microsoft a formal Helios commitment. There were rumors out there and even Microsoft decks with MI455X, but it’s official now. Here are the deets: •spans Instinct MI455X GPUs, 6th Gen EPYC “Venice” CPUs, Pensando
