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BREAKING $AMD Dr. Lisa Su Fresh Interview 🚀🚀 Note: This was after CES AMD ANALysts concluded OpenAI has no money, but $40B Cash and Raising $100B where they already secured $22B from SoftBank. This morning they also concluded Saudi has $0 money backing and LumaAI for 2GW AMD chips...

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Mike

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35,337 просмотров • 10 месяцев назад •via X (Twitter)

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AI agents are coming and they need serious compute. On the CES keynote stage, OpenAI President and Co-founder Greg Brockman (Greg Brockman) joined AMD Chair and CEO Lisa Su to share how AI is evolving from simple prompts to always-on agents transforming healthcare, enterprise, and scientific discovery. AMD Instinct MI455X is built for what comes next.
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AMD CEO Lisa Su says AMD's data center business will double this year and grow over 100% again next year "Next year, we're also forecasting over 100% growth" "We are actually seeing the demand being higher than supply" "We see our business growing over 80% next year, which is a very significant number" Su says AMD just landed its first racks at Anthropic, OpenAI, Microsoft, Oracle and Meta, and guided data center revenue up 50% quarter on quarter into Q4 ($AMD $MSFT $ORCL $META) Data center bans are on the ballot, and AMD says demand still outruns supply via Squawk on the Street, featuring Lisa Su
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Five years ago $PLTR and $AMD were left for dead. Today one is up 469% and the other 468%, and my AMD position is up roughly 120x from $4.20. I believe they are both extremely cheap still and will continue to outperform. My next big bets are $HIMS $DUOL $IBRX and $NAUT.
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Lisa Su became AMD CEO in 2014. AMD was worth $2 billion. Today, it’s worth $1 trillion.
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1/ $AMD is a 10x opportunity everybody ignores. Lisa Su believes that inference will be a bigger market than training. Training is the cost center of AI workload while inference is where you make money. $AMD has an advantage here. Let me explain why: 🧵
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AMD admit they are a "data center first" company, reminding gaming consumers how little they matter to hardware companies. Both AMD and Nvidia are seemingly slowly pulling out of consumer hardware, which is going to be a real mess for a lot of people - consumers, other hardware manufacturers, pc builders, etc. #techtok #pcgaming #amd
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AMD admit they are a "data center first" company, reminding gaming consumers how little they matter to hardware companies. Both AMD and Nvidia are seemingly slowly pulling out of consumer hardware, which is going to be a real mess for a lot of people - consumers, other hardware manufacturers, pc builders, etc. #techtok #pcgaming #amd

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