$AMD have been saying for quite some time that Open Source is the future of AI 😉
Finally Nvidia agree ☝️
Lisa and AMD are always seeing the future way before everyone else is 👀
From $TSM comments regarding future growth driven by large scale deployment of integrated computing systems, $AMD is going to be a huge player and central to this growth in the near future with their integrated AI Helios racks.
Helios is AMD’s clearest response to the
Raymond James says $AMD currently has the strongest combination of earnings leverage, data Center positioning and share gains.
I couldn’t agree more 🔥🔥🔥
$AMD MI555X is going to ABSOLUTELY CRUSH the $NVDA Rubin Ultra!!!! 🔥🔥🔥
@SemiAnalysis_ says that the Rubin Ultra will have severely nerfed HBM capacity with only 192GB HBM. (Originally reported to have 1TB+)
Compare that to AMDs MI555X which will likely have 432 to 576+ GB