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compute has to be distributed and personalized to minimize latency as AI scales, the economy is increasingly latency-sensitive only $amd can solve that problem at scale, end-to-end long $amd since $4.2 and I’m betting on it becoming a $5T company in ~5 years

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Antonio Linares

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64,103 görüntüleme • 4 ay önce •via X (Twitter)

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The $100B deal wirth Zuck shows you one thing: $AMD can personalise compute at scale and a marginal cost. This positions $AMD to become the number 1 AI chip company in the next 5 years, overtaking $NVDA.
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The $100B deal wirth Zuck shows you one thing: $AMD can personalise compute at scale and a marginal cost. This positions $AMD to become the number 1 AI chip company in the next 5 years, overtaking $NVDA.

Antonio Linares

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India emerged as a global AI hub. At AMD, we’re proud to support this mission by providing developers in India leadership in AI compute, and open, production-ready AI tools like ROCm—plus training & resources— to innovate at scale through the AMD AI Dev Program.
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India emerged as a global AI hub. At AMD, we’re proud to support this mission by providing developers in India leadership in AI compute, and open, production-ready AI tools like ROCm—plus training & resources— to innovate at scale through the AMD AI Dev Program.

AI at AMD

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The AMD advantage in agentic AI is architectural. See how AMD Ryzen AI combines CPU, GPU, and unified memory for end-to-end agent workflows. Learn more:
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The AMD advantage in agentic AI is architectural. See how AMD Ryzen AI combines CPU, GPU, and unified memory for end-to-end agent workflows. Learn more:

AMD Ryzen

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🎤 Overheard at #CES2026: AI compute is entering the yottascale era. William Myrhang shows how the AMD Helios AI Platform enables AI to scale by the rack and by the data center, not one server at a time. Designed for agentic and large-scale AI workloads, Helios makes yottascale compute practical, deployable, and sustainable. Zettaflops defined the early AI boom. Yottaflops will define what comes next. AMD is helping build the open foundation needed to support this unprecedented scale.
1:33

🎤 Overheard at #CES2026: AI compute is entering the yottascale era. William Myrhang shows how the AMD Helios AI Platform enables AI to scale by the rack and by the data center, not one server at a time. Designed for agentic and large-scale AI workloads, Helios makes yottascale compute practical, deployable, and sustainable. Zettaflops defined the early AI boom. Yottaflops will define what comes next. AMD is helping build the open foundation needed to support this unprecedented scale.

AMD

21,014 görüntüleme • 7 ay önce

$AMD is becoming a two-engine AI story with EPYC CPUs for the growing compute needed around agentic workloads and Instinct GPUs for hyperscalers that need a credible alternative to $NVDA. The CPU side still looks underappreciated as AI agents require more high-core-count server compute and 2nm Venice should help AMD keep taking share as $INTC works through roadmap and manufacturing challenges. The bridge is Helios where AMD can package EPYC CPUs, Instinct GPUs and Pensando networking into a full rack-scale AI platform backed by real demand from $META, $ORCL and OpenAI.
0:59

$AMD is becoming a two-engine AI story with EPYC CPUs for the growing compute needed around agentic workloads and Instinct GPUs for hyperscalers that need a credible alternative to $NVDA. The CPU side still looks underappreciated as AI agents require more high-core-count server compute and 2nm Venice should help AMD keep taking share as $INTC works through roadmap and manufacturing challenges. The bridge is Helios where AMD can package EPYC CPUs, Instinct GPUs and Pensando networking into a full rack-scale AI platform backed by real demand from $META, $ORCL and OpenAI.

Shay Boloor

89,204 görüntüleme • 1 ay önce

Still buzzing from our live #COMPUTEX demos! Watching Chang Liu speak Mandarin while an AMD AI PC translated her words into English — live, on-device, with zero cloud assistance — was a true milestone. This demo proved real-time, voice-to-voice translation can run privately and with low latency on a single Ryzen AI system. Huge thanks to Nick Ni for orchestrating this seamless demo, Chang for her perfect delivery, and the entire AMD AI Group for turning months of hard work into that unforgettable moment. Why it matters: • Latency so low it feels natural — conversations flow smoothly • Data stays on-device — privacy uncompromised This is what next-gen Ryzen AI processors unlock — and it’s only the beginning. We’re committed to improving accuracy and reducing latency as we push the boundaries of what’s possible.
1:12

Still buzzing from our live #COMPUTEX demos! Watching Chang Liu speak Mandarin while an AMD AI PC translated her words into English — live, on-device, with zero cloud assistance — was a true milestone. This demo proved real-time, voice-to-voice translation can run privately and with low latency on a single Ryzen AI system. Huge thanks to Nick Ni for orchestrating this seamless demo, Chang for her perfect delivery, and the entire AMD AI Group for turning months of hard work into that unforgettable moment. Why it matters: • Latency so low it feels natural — conversations flow smoothly • Data stays on-device — privacy uncompromised This is what next-gen Ryzen AI processors unlock — and it’s only the beginning. We’re committed to improving accuracy and reducing latency as we push the boundaries of what’s possible.

Jack Huynh

14,634 görüntüleme • 1 yıl önce

In the AI age, money will flow through compute. As AI scales, every request becomes a microtransaction of compute, and only infrastructure owners capture that flow. Aethir is building the decentralized compute layer positioned to power and benefit from the AI economy ahead⚡️
0:36

In the AI age, money will flow through compute. As AI scales, every request becomes a microtransaction of compute, and only infrastructure owners capture that flow. Aethir is building the decentralized compute layer positioned to power and benefit from the AI economy ahead⚡️

Aethir

12,538 görüntüleme • 8 ay önce

$AMD will become a multi-trillion dollar company. The AI boom is no longer just about GPUs. In early AI data centers, the CPU-to-GPU ratio was around 1:8. Now it’s moving closer to 1:1 because agentic AI requires dramatically more CPU compute. Lisa Su: “Based on the demand signals we are seeing today and the structural increase in CPU compute requirements driven by agentic AI, we now expect the server CPU TAM to grow at greater than 35% annually, reaching over $120 billion by 2030.” Add to that the 6GW AI infrastructure deals with $META and OpenAI, plus deep collaboration on multiple future chip generations, and it becomes clear why $AMD is positioned to compound for years. I’m not chasing $AMD here after a +110% move in just over a month. But the long-term story remains intact.
1:34

$AMD will become a multi-trillion dollar company. The AI boom is no longer just about GPUs. In early AI data centers, the CPU-to-GPU ratio was around 1:8. Now it’s moving closer to 1:1 because agentic AI requires dramatically more CPU compute. Lisa Su: “Based on the demand signals we are seeing today and the structural increase in CPU compute requirements driven by agentic AI, we now expect the server CPU TAM to grow at greater than 35% annually, reaching over $120 billion by 2030.” Add to that the 6GW AI infrastructure deals with $META and OpenAI, plus deep collaboration on multiple future chip generations, and it becomes clear why $AMD is positioned to compound for years. I’m not chasing $AMD here after a +110% move in just over a month. But the long-term story remains intact.

Daniel

39,622 görüntüleme • 4 ay önce

Lisa Su says AI active users will go from 1B today to 5B, in just five years. $AMD is going to become a $5T company much faster than even the biggest bulls believe.
1:35

Lisa Su says AI active users will go from 1B today to 5B, in just five years. $AMD is going to become a $5T company much faster than even the biggest bulls believe.

Antonio Linares

63,035 görüntüleme • 7 ay önce

An in depth analysis of $AMZN, $META, $PLTR, $AMD, $MSFT Q3 earnings reveals more compute continues to equate to more intelligence and thus, incremental value delivered to end customers. The market is freaking out because fundamentals are impossibly good. I remain long AI.
11:29

An in depth analysis of $AMZN, $META, $PLTR, $AMD, $MSFT Q3 earnings reveals more compute continues to equate to more intelligence and thus, incremental value delivered to end customers. The market is freaking out because fundamentals are impossibly good. I remain long AI.

Antonio Linares

28,228 görüntüleme • 9 ay önce

AMD (AMD) CTO Mark Papermaster (Mark Papermaster) says the AI industry is underestimating what's coming next.. "People don't even understand how transformational agentic AI is." As AI agents become mainstream, he says the compute stack is also making a big shift: "The ratio of CPU to GPU is becoming like one-to-one." AMD is already using thousands of AI sub-agents to design its next generation of chips, and Papermaster believes we're "just at the early stages" of what's coming next.
1:55

AMD (AMD) CTO Mark Papermaster (Mark Papermaster) says the AI industry is underestimating what's coming next.. "People don't even understand how transformational agentic AI is." As AI agents become mainstream, he says the compute stack is also making a big shift: "The ratio of CPU to GPU is becoming like one-to-one." AMD is already using thousands of AI sub-agents to design its next generation of chips, and Papermaster believes we're "just at the early stages" of what's coming next.

Molly O’Shea

47,700 görüntüleme • 1 ay önce

Kevin Warsh's view is clear: AI will eventually force interest rates lower because it will be highly deflationary. "AI is going to make almost everything cost less. We're at the front end of a productivity boom." The problem is that today's economy is telling a different story. Inflation is at 4.2%, its highest level in three years. Tensions with Iran continue to threaten oil supplies. The labor market remains strong. AI may be deflationary in the long run, but the Fed has to deal with today's inflation first. I don't expect a single rate cut before the end of 2026.
0:43

Kevin Warsh's view is clear: AI will eventually force interest rates lower because it will be highly deflationary. "AI is going to make almost everything cost less. We're at the front end of a productivity boom." The problem is that today's economy is telling a different story. Inflation is at 4.2%, its highest level in three years. Tensions with Iran continue to threaten oil supplies. The labor market remains strong. AI may be deflationary in the long run, but the Fed has to deal with today's inflation first. I don't expect a single rate cut before the end of 2026.

Daniel

155,304 görüntüleme • 2 ay önce

As Larry Ellison explains, there are two types of AI models: real-time models, also called AI on the edge, where you need ultra-low latency decisions (think autonomous driving or robotics), and models that don’t need an immediate response, like ChatGPT, where the system has time to reason. Real-time models require local compute inside the device, and these chips have nothing to do with the GPUs running in data centers. The AI-on-the-edge market is still largely untapped — and it’s going to be a multi-trillion-dollar opportunity. I believe $AMD will be one of the biggest beneficiaries
0:59

As Larry Ellison explains, there are two types of AI models: real-time models, also called AI on the edge, where you need ultra-low latency decisions (think autonomous driving or robotics), and models that don’t need an immediate response, like ChatGPT, where the system has time to reason. Real-time models require local compute inside the device, and these chips have nothing to do with the GPUs running in data centers. The AI-on-the-edge market is still largely untapped — and it’s going to be a multi-trillion-dollar opportunity. I believe $AMD will be one of the biggest beneficiaries

Daniel

151,698 görüntüleme • 8 ay önce

$AMD will be a multi-trillion $ company. The AI accelerator TAM will exceed $1T by 2030, and the market will only keep growing. As Lisa Su says: “We’re in a market where you can think of computing as equating to intelligence. If you can get more intelligence, why wouldn’t you want more computing?” While big tech like $GOOGL with TPUs and $AMZN with Trainium are building their own ASICs, GPUs—especially $NVDA and $AMD —are expected to dominate, representing 70–75% of the AI accelerator market by the end of 2030.
0:48

$AMD will be a multi-trillion $ company. The AI accelerator TAM will exceed $1T by 2030, and the market will only keep growing. As Lisa Su says: “We’re in a market where you can think of computing as equating to intelligence. If you can get more intelligence, why wouldn’t you want more computing?” While big tech like $GOOGL with TPUs and $AMZN with Trainium are building their own ASICs, GPUs—especially $NVDA and $AMD —are expected to dominate, representing 70–75% of the AI accelerator market by the end of 2030.

Daniel

45,866 görüntüleme • 8 ay önce

Discover how @AWSCloud advanced by AMD helps a gaming company run with the best in #cloud to deliver leading-edge performance, flexibility, and scalability. See how your business can run with the best to innovate on another level at
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Discover how @AWSCloud advanced by AMD helps a gaming company run with the best in #cloud to deliver leading-edge performance, flexibility, and scalability. See how your business can run with the best to innovate on another level at

AMD

18,309 görüntüleme • 3 ay önce

everyone is wrong about $duol this is a multi trillion dollar company in the making we will look back in some years and marvel at the current stock price just like when I bought $amd at $4.2 and $pltr at $7 here's a presentation with everything you need to know
14:56

everyone is wrong about $duol this is a multi trillion dollar company in the making we will look back in some years and marvel at the current stock price just like when I bought $amd at $4.2 and $pltr at $7 here's a presentation with everything you need to know

Antonio Linares

188,944 görüntüleme • 4 ay önce

Modern DRAM is based on a brilliant design from IBM. But, we're still paying for a latency penalty that's existed since the 60s! In this video, I'm introducing my research project (Tailslayer) that immensely reduces p99.99 latency on traditional RAM! By implementing a hedged read strategy taking advantage of (undocumented!) channel scrambling offsets, I've gotten as much as 15x reductions in tail latency. The technique works across Intel, AMD, Graviton, DDR4, DDR5, x86, ARM, you name it. Check out the C++ lib I wrote, watch the video, and try it yourself!
0:58

Modern DRAM is based on a brilliant design from IBM. But, we're still paying for a latency penalty that's existed since the 60s! In this video, I'm introducing my research project (Tailslayer) that immensely reduces p99.99 latency on traditional RAM! By implementing a hedged read strategy taking advantage of (undocumented!) channel scrambling offsets, I've gotten as much as 15x reductions in tail latency. The technique works across Intel, AMD, Graviton, DDR4, DDR5, x86, ARM, you name it. Check out the C++ lib I wrote, watch the video, and try it yourself!

LaurieWired

864,333 görüntüleme • 5 ay önce