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#fnfPlayerPack #fridaynightfunkin little late posting this, but for week 7's 5th anniversary ⬛| Ugh - Egghead Mix! |⬛ =============== 🎵| song by: ange ft. Felx Lamp 🍉| COMMS OPEN =============== 📼| Viz by: Felx Lamp 🍉| COMMS OPEN =============== 🎨| Art by: yours truly + GaX

17,425 次观看 • 3 个月前 •via X (Twitter)

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Y’all I LOVE a good find! I had the bestttt time going to a random estate sale and look at my goodies!!! Vintage Hurricane Lamp - Christmas by Carlton c. 1985 (I’m a Christmas baby! I can’t help myself!) Vintage German ‘Oktoberfest’ Bier Stein c. 1998 (Dana is brewing his own beer and *naturally* we needed to bring him this!) Vintage Viceroy Super 8 Zoom Lens Movie Camera (I have a handful of vintage cameras that I like to collect.) Original pair of Bassett Traditional/Colonial Revival Parlor chairs c. 1980-early 90’s (I’m over modern chairs that aren’t comfortable! Needed something that felt cozy and comfy! I actually love the print!) Hartmann Luggage (USA) Vintage leather garment bag, c. 1968-1974 ✨MINT CONDITION✨(Who doesn’t love a good bag??) Vintage Timex Anniversary Desk Clock c. 1980’s-1990’s (This is for my little library I’m setting up!) Vintage 1978 vinyl Steve Martin - ‘A Wild and Crazy Guy’ (my grandpa LOVED Steve Martin and is the reason I quoted the movie ‘The Three Amigos’ constantly in the 5th grade.) Vintage 1960’s vinyl Tom Jones - I (Who Have Nothing) (I sang this song on Idol so this is a HUGE find for me!) Vintage Strawberry Shortcake and Custard Electronic Quartz Clock c. 1981 (My mom LOVES Strawberry Shortcake so I got this for her. 🥰) Vintage Original Rubik’s Cube c. 1980 (I’m a *liiiittle* of a collector of older games and gaming systems. Couldn’t resist the OG!) Gorgeous 1970’s Vintage Indiana Glass - Pastel Pink Footed Oval Center/Fruit Bowl (This color reminds me of my great-grandmothers. 🩷) Pyrex Originals 4-piece bakeware set c. 1985 (I love to cook and bake so to have an original Pyrex set just tickles me!)

Jordin Sparks

11,079 次观看 • 6 个月前

Our First Year Festival November 15th, 2025 | 8 AM PST / 11 AM EST Today, I finally get to share something that means the world to me. On November 15th, we’ll celebrate one full year of IRIAM US 🇺🇸|Virtual Streaming App incredible journey - and my own anniversary, as well as of 365 consecutive days of streaming. What began as a small dream has become a living community powered by connection, creativity, and love. This event is a celebration of every streamer, every viewer, and every shared moment that made this first year unforgettable. The "Our First Year Festival" is proudly sponsored by IRIAM, and supported in part by my own funds, to give back to the platform and people who made this year possible. We’ve gathered over 90 incredible VTubers from across IRIAM and beyond to perform, connect, and celebrate together in one unforgettable day. I want to thank the IRIAM Team for believing in this event, for the support they’ve shown every creator who calls this platform home, and for helping make this dream a reality. And a special thank you to izumi teeny 泉ティーニー 🌧🐎 【VIVARIA】 for the stunning announcement visuals and assets - your work brought this vision to life beautifully. Also to Harisun Studios (OPEN COMMISSION) and Akusha【AoMA】| 💫Heimin | Vgen Comms for other art assets to help support the event! We’re a little behind schedule today, and I’m sorry for that. I wanted to make sure this announcement was worthy of what it represents - all of you. 🎧 Event Details 📅 November 15th, 2025 ⏰ 8:00 AM PST / 11:00 AM EST 📍Watch live on Purple site & Red site 🎤 Event Lineup Opening Performance: mono monet 💭🎨『V4Mirai』 Cohosts: Celes Aurion🔜NYAN NIGHTS🐾🎧 & Otoharu Riyo 🎤🦐 音晴リヨ Half-Time Performances: Kōri-Oujo🍧🦝【HEIRS】🔜SUMMER SPLASH CONCERT & StarlightDaryl 🎵✨🔭 🔜 Found Futures Closing DJ Set: Celes Aurion Featuring Performances By: Belkis Kamino 🐐💄🍷 • Riko Siempre, RN 🫶🩺 【IRIAM US】🔜 AX 2026 • Jeanne T. Apprenant 🎓⌛ • Kyudee Pai 【IRIAM US】 • Noriboshi Arielle 🎼🎀 IRIAM US | OffKai Grind Arc • Guyuk - IRIAM Early Access • ⛓️🎲Castalico🎲⛓️ • Anjellica Meduzoa 🪐🪼【IRIAM US】 • Anu Ochre⚖️⚰️【bondliveEN】 • Browntul 🐢🌟【IRIAM US】 • Vatsun Kabuki (IRIAM US FS | ???) • Veronia (Roni) Vvinter 🐧⛏️ • nana !!! hachikyuu 【IRIAM EAS】 • Ivyra Violette 🍇🌿 【IRIAM FS】 • @VTMomokaSakurai • KirinaVT VA❤️‍🔥 • 🍭🎠Kyume Dulcenube 💌🧸 IRIAM FS • Miyu 🦥 Indefinite Hiatus • Lillie 🌱🌷 花薬リリー Apothecary Idol VTuber • Akira Inuka 🐺⛓️‍💥 【 IRIAM US 】 • Rina Lunette🦉🌙 SVP • Vylia Jester 🎩🃏bondEN | @IRIAM US • 🐾Evie Askal☕️ 【Witch Dog】 🐾 • @katonymously • Tatakae • @yuki_san98 • Star Kitagawa IRIAM US • Shirokawa Fuu 🌻📸【IRIAM US】 • Domino Muryo 🐮☕@ IRIAM US 【UNDER RENOVATION】 • Trixxie ♥♠ 🔜 Offkai '26 • Rinaza Thorn 👑🌹【IRIAM US | Elysian Tower】 • Paichi 🍄 🐯【DropOuts】 🔜 Offkai • continued > #OFYFestival #IRIAMUS #IRIAM #Vtuber

Celes Aurion🔜NYAN NIGHTS🐾🎧

71,777 次观看 • 9 个月前

DANCING IN THE STREET UPGRADED 4K VIDEO WITH PREVIOUSLY UNSEEN FOOTAGE “Just as long as you are there...” The headline says it all, keep reading for the full press release and links. #BowieJaggerDITS DAVID BOWIE & MICK JAGGER - DANCING IN THE STREET WATCH THE 12” REMIX UPGRADED 4K VIDEO FEATURING UNSEEN FOOTAGE HERE NOW 40th ANNIVERSARY - LIMITED EDITION REMASTERED WHITE VINYL 12” OUT NOW ON PARLOPHONE RECORDS 40 years ago this week, the David Bowie and Mick Jagger duet of the Motown classic, “Dancing In The Street” was released with all the proceeds benefiting famine relief. The track and video had been debuted six weeks earlier during Live Aid, the benefit concert organised by Bob Geldof and Midge Ure to raise further funds for the relief of the famine in Ethiopia. The video, which, like the song, had been recorded and filmed in thirteen hours, only fourteen days earlier, was shown just before Bowie took to the stage at Wembley Stadium. The making of the video was documented at the time, but that footage has mainly remained unseen until today. The new 4K video for the Steve Thompson Mix remix of the track features behind-the-scenes footage from the late-night shoot at Spillers Millennium Mills in the East End of London. The single version of the song was released on 27th August, with all the proceeds benefiting famine relief. It topped the UK Singles Chart for four weeks and reached No. 7 in the United States on the Billboard Hot 100. To celebrate the 40th anniversary of ”Dancing In The Street,” a limited edition white vinyl 12" is available now, bringing together every one of the song's mixes for the first time. As with the original, 30% of the retail price from the sale of this single, representing royalties and proceeds, will be donated to the Band Aid Charitable Trust by David Bowie, Mick Jagger and Parlophone Records. Talking about the collaboration today, Mick Jagger comments ‘’We had such a laugh doing ‘Dancing in the Street’ with both the song recorded in the studio and the video done in one day. Remarkable how we pulled it off really. The video is hilarious to watch now. We enjoyed camping it up and trying to impersonate each other’s moves, making it up as we went along. It was the only time David and myself collaborated on anything, which is a real shame.” Speaking about the song and video at the time, Bowie said “We thought about it on a Thursday night and we just went through a bunch of old songs and thought that ‘Dancing’ was one we both knew very well and then we went into the studio between 7 and 11 on Saturday night and then we went over to the Docklands and shot the video for the rest of the night so we did the whole thing in ten hours, it was great.” He also talked about the spirit of Live Aid, saying “Everybody out there who sent money in, you’re the real heroes because it’s easy for me to go up there and sing some songs, but it’s much harder for you to give money and not be recognised. Good on ya!” DAVID BOWIE & MICK JAGGER DANCING IN THE STREET 40th ANNIVERSARY WHITE VINYL TRACKLISTING SIDE ONE Dancing In The Street (Clearmountain Mix) (3.11) Dancing In The Street (Instrumental) (3.17) Dancing In The Street (Steve Thompson Mix) (4.42) SIDE TWO Dancing In The Street (Edit) (3.24) Dancing In The Street (Dub) (4.43) DAVID BOWIE & MICK JAGGER - DANCING IN THE STREET - 40th ANNIVERSARY LIMITED EDITION REMASTERED WHITE VINYL 12” - OUT NOW ON PARLOPHONE

David Bowie Official

20,816 次观看 • 11 个月前

"If you read history...general basic history".... Whitewashing Muslim immigrant lectures Irish people incorrectly on the "Irish fammine" suggesting that the statue in Drogheda, Co. Louth is meant to honour an Islamic empire that assisted starving Irish people, an empire that actually only ever truly sought to invade Europe and other regions. A series of military conflicts between the Ottoman Empire and various European states took place from the Late Middle Ages up through the early 20th century. I feel like the tone of this man's argument is Irish people have a lot to be grateful to an Islamic Empire for (and therefore we should stop moaning about excessive immigration perhaps??) Here are some corrections I would like to offer: 1. The "fammine" [famine] was not in the 1940's. It was 1845 to 1852. 2. It was a genocide. Yes, there was a potato blight, but there was plenty of other food available that was shipped out of the country. This equates to starving people. 3. Many say it was not a genocide, but Charles Trevelyan, Assistant Secretary to Her Majesty’s Treasury, 1847 (Knighted, 1848, for his "famine relief" role wasn't very good at his relief job and said the Irish were savages. He wrote "[The Famine] is a punishment from God for an idle, ungrateful, and rebellious country; an indolent and un-self-reliant people. The Irish are suffering from an affliction of God’s providence." 4. The Turkish Ottoman Empire did send around 1,000 pounds of financial aid to Ireland (equivalent to 200,000 euro today) but there is little to no evidence to support the claim that between three and five ships full of food were also sent. There's also no concrete evidence to suggest the Sultan was going to send 10,000 pounds (I am open to corection). 5. This financial aid was actually a relatively small donation compared to contributions given by Irish diaspora, British Protestants, and the Catholic church. 6. There is an attempt in certain quarters (in Ireland and in the Arab world) to overplay the Islamic assistance offered to Irish natives during the famine. If the Ottoman Empire had the chance, it would have taken over every European country and enforced Islam on the people. 7. The sack of Baltimore took place on 20 June 1631, when the village of Baltimore in West Cork, Ireland, was attacked by pirates from the Barbary Coast of North Africa – the raiders included Dutchmen, Algerians, and Ottoman Turks. The attack was the largest by Barbary slave traders on Ireland.

Susanne Delaney

23,126 次观看 • 1 年前

This is where a lot of tech professionals landing 6-figure roles actually get hired from. Not random job boards. Not even the usual “Easy Apply.” Here are 8 platforms that are genuinely high-signal for UX designers and tech professionals looking for fully remote roles. I also broke down what makes each one stand out, and how you should use them properly. 1. Wellfound (AngelList) URL: How to win here: Build a profile like a landing page (2 to 3 outcomes + 1 niche). Filter by salary range + stage. Apply to roles where your portfolio matches the product type. Message founder/recruiter with 2 lines: relevant proof + quick question. You will also need a USD account to receive salary, go to Cleva (YC W24) and open one. Best level: mid to senior (junior can still get something here with strong case studies). 2. Otta URL: How to win here: Set preferences tightly (role, level, industry, remote rules). Treat it like “high quality, low volume”: 3–5 strong apps/week. Tailor your first line of CV to match the job’s problem space. Best level: junior-mid to senior (works for all, but best when your profile is clear). 3. Y Combinator Jobs (Work at a Startup) URL: How to win here: Apply to roles where you can show 0→1 or growth-stage wins. Add a short “Operating style” section in your profile (collaboration, scope). Follow up off-platform (LinkedIn/email) with a 3-sentence note. You may also need a USD account to receive salary, go to Cleva (YC W24) and open one. Best level: mid to senior (but juniors can land roles in smaller teams with strong proof). 4. Himalayas URL: How to win here: Set location/timezone filters correctly. Save searches + alerts for your niche (e.g., B2B SaaS, fintech). Apply within 24 - 48 hours of posting when possible. Best level: all levels. 5. Remotive URL: How to win here: Filter to “worldwide” only if you truly can work globally. Don’t apply without rewriting your top 3 bullets to match role keywords. Pair every application with a short “proof note” (1 case study link + why). Best level: mid-level + seniors, but juniors can win with tailored apps. 6. We Work Remotely URL: How to win here: Apply fast (same day if possible). Use a “1-minute cover letter”: 3 bullets (domain match, proof, link). Only apply when you match 70%+ of requirements. Best level: mid to senior. 7. Remote OK URL: How to win here: Use strict filters (role + seniority + benefits). Ignore anything vague (“rockstar”, no salary, unclear company). Treat it like lead gen: apply + then research and follow up elsewhere. Best level: mid to senior. 8. FlexJobs (paid, but filtered) URL: How to win here: Only pay if you’ll apply consistently for 30 days. Use advanced filters and avoid anything without clear employer info. Cross-check listings on the company’s careers page. Best level: junior to mid (also useful for career switchers). You will need a USD account to receive salary, go to Cleva (YC W24) and open one. If you find breakdowns like this useful, Follow for more, I share more of them here. Don't mention.

designwithkingsley

14,721 次观看 • 5 个月前

the future is not the app store a 6 minute rant vibe coding tools have one problem no one's talking about anyone can make an app but no one can release an app posting on tiktok is instant, posting on youtube is instant what if posting a video on tiktok took 2-7 days and a panel of individuals who have NEVER posted a tiktok on their own, determined if your video was "tiktok-like" welcome to the 2025 app store, where this is the case let me explain a long time ago, when the first few iphones were released, apple had a tough battle motorola and blackberry were great competitors with phones people loved apple decided to open up the app store, and invite devs to come create whatever they wanted the app store was created by people like me, iBeer, Paper toss, Bump. these are my founding fathers. people who treated engineering as art. they didn't care about being cool they cared about making their friends look cool and using iBeer made you look cool the catch was -> iBeer was only available on the iPhone as hundreds of these iPhone exclusive apps were released thousands, hundreds of thousands, and millions flocked to use an iPhone small, focused, creative apps made the iPhone what it was but as soon as the iPhone became incumbent, the doors shut. tight. new rules. new regulations. new taxes. i spent the last 6 days working on an app we release an app a week at Danger Testing, bringing back that old energy. making the internet fun again i didnt sleep much, and even with the trauma the app store has put me in before ~ i had faith. that they would do right by this work I put in I was wrong They haggled with me for a few days on the type of data I was storing, which was none ~ (they would know that if they were engineers) Then at the last minute mailed it in with a rejection, with the words "this app is not app like" a sentence that means nothing Guideline 4.2 - Design - Minimum Functionality this is a guideline they hide behind anytime they have decided internally they don't feel an app should be released, but don't want to tell you why you leave me stranded. no where to go, no improvements to make, just go away there's a huge opportunity waiting to happen in apps right now for the first time apps can be cultural commentary, apps can be viral and ephemeral APPS CAN BE EVERYTHING YOUTUBE VIDEOS CAN BE software is fast, software costs nothing everything is lined up except the app store as it stands isn't a platform, it's a government and your average vibe coder is not going to push through a rejection, let alone 20+ rejections -> which i received on my first app of the year millions of apps will be made the success of these apps should be dependent on distribution, not on if some dude thinks its legit This revolution will NOT happen if the doors we have to go through are owned by the app store We need something new, something true and beautiful and welcoming Danger Testing wants everyone to be an appstar This tweet is not on the heels of a single rejection It's on the heels of hundreds of app store rejections in a lifetime A battle to provide the world with what I know it will love But a battle filled with friction at every turn due to the suits I remember being at a hackathon and making this app with andrea The judges ranked us last place, said the app was too goofy Today the last iteration of that app got 25+ million views across the internet This is the new world A group of dudes sitting behind a table don't get to decide our reality, we get to create it Fight back Don't ever allow yourself to be subjected by non shipper losers with no courage The cavalry isn't coming We are the cavalry Let's fight

los (appstar)

85,931 次观看 • 9 个月前

🎶🎶 Karmageddon 🎶🎶 By: Iyah May iyah may The Australian singer refused to acquiesce and change the lyrics to this song which resulted in being dropped by her manager and leaving her record label (Island Records Australia a division of Universal Music AU), since becoming an independent artist. She boldly called out cancel culture, corporate deceit, big pharma profiteering, division/duality, endless wars, fake news legacy media, pedophilia and political corruption. Lyrics: I open up my phone on a Monday morning Staring at my screen I'm tired and a little lonely Mr Musk (Elon Musk) he said some shit the lefts are angry Twitter wars and Gaza man it's overwhelming Maybe that's how life becomes when People less important than a profit line No one cares about your dreams just pay Your tax on time Keep scrolling Hold me near to you now Gender, guns, religion and abortion rights You better pick a tribe and hate the other side Keep scrolling But did you see Taylor (Taylor Swift) live? Man made virus watch the millions die Biggest profit of their lives Here's inflation that's your prize This is Karmageddon Turn on the news and eat their lies Kim (Kim Kardashian) or Kanye (ye) pick a side Cancel culture what a vibe This is Karmageddon Corporations swear they never lie Politicians bribed for life More than war it's genocide This is Karmageddon Welcome to the chaos of the times If you go left and I go right Pray we make it out alive This is Karmageddon It's fashion week celebs lose ribs Balenciaga how's the kids Just ask Drizzy he's losing beef Kendrick (Kendrick Lamar) killed him in his sleep Diss tracks about beating up your queen While women dying doesn't cause a scene While we're fed all these distractions Kids are killed from Israel's actions I'mma speak my mind Sick to death of all these crazy lies A circus for humanity's decline We just want a peaceful life give the people back their rights And I've still got a beef Cause Fauci's laughing and we've been asleep And World Health Organization (WHO)'s a liar and it's running deep Big pharma finna eat they a devil make them weak Man made virus watch the millions die Biggest profit of their lives Here's inflation that's your prize This is Karmageddon Turn on the news and eat their lies Kim or Kanye pick a side Cancel culture what a vibe This is Karmageddon Corporations swear they never lie Politicians bribed for life More than war it's genocide This is Karmageddon Welcome to the chaos of the times If you go left and I go right Pray we make it out alive This is Karmageddon Stream Options: 🎶 YouTube Link: 📺 💊

Not Op Cue

140,885 次观看 • 1 年前

I’m 55 years old. I own a multimillion dollar plastic resin distribution and resale business which I started in 2003. I started another business selling rugs and home goods. Why? I want to show my kids what is possible. I also want to inspire others with my actions and sharing them on this platform. I’m teaching my kids, and others the value of time. Time should be our #1 priority. If you work a 9-5, you are strapped to a desk, punching a clock, rushing to be there on time, negotiating for PTO, putting in your vacation time early to get the week you want. Just typing this gives me anxiety. I lived that life for 6 years in my late 20’s and one day, I just left. Gave my 2 weeks notice and had no idea what I was going to do. The day I walked out that door, my uncommon life started. For the past 23 years, I do what I want, when I want, for however long I want. I’ve attended every one of my kids games, doctors appointments, and school functions. I take 7 vacations/year and have the freedom to play golf anytime I want. People often asked me if I had a job 😏 when I’d be the only parent at my son’s college baseball game at 2pm on a Wednesday in the middle of Pennsylvania. Does this mean I don’t work hard? Quite the opposite. Technology has given me the ability to work anywhere. I’ve made deals on the beach, the golf course, at Disneyworld, at a dentist appointment, everywhere. Time has become my obsession and I want it to become yours. By the way, I run my plastic business with 3 employees. Myself, my wife and my son. You don’t need to scale to be successful. I’ve tried it. It sucks to manage drama everyday. We run lean and mean. Same for the new business. Our time is always the priority. If an idea interferes with my freedom, it doesn’t happen. Just my philosophy, you can disagree and have different priorities, but we only have so much time left on this earth and you really don’t NEED to feel strapped to a 9-5. You just need to take action. No action means no progress. It’s means nothing changes. You don’t need a 3000 sq. ft. house, 2 car payments, a Rolex, designer clothes, etc. Scale back and start valuing time. I’ll be teaching you how to live an uncommon life like me because I believe in Karma. #onelife

Larry Welnowski Jr.

65,622 次观看 • 6 个月前

$AMD $5 Trillion is Inevitable LT| Agentic AI🧵 Agentic AI is the new $5 Trillion TAM 🚨🚨🚨 This thead will do Comp with $INTC and how to quantify this massive Agentic AI demand spike, and forcing Jensen to rush a CPU design. Global Agentic AI Market size is estimated to be $3-$5Trillion TAM by 2030(McKinsey) Quantifying the demand from agentic AI for AMD involves assessing the broader market growth for agentic systems, their unique computational requirements (particularly for CPUs in orchestration and reasoning tasks), and AMD's positioning very well through products like EPYC processors and partnerships. AMD EPYC Venice is the most superior choice in 2026-2027 for most Agentic AI workloads Agentic AI refers to autonomous AI agents that perform multi-step tasks, involving sequential logic, tool integration, and decision-making workloads that heavily rely on CPUs for handling orchestration, memory management, and context switching, rather than just GPU-parallelized training or batch inference. Agentic AI is often cited as 40-100x more "hungry" than traditional AI due to its continuous, 24/7 operation and complex workflows. This stems from factors like chain-of-thought reasoning (multiple LLM calls per query), API/tool interactions, memory management, and orchestration loops, which can generate 10-100x more tokens and require real-time responsiveness. For example, a single agentic query might trigger 5-20 model inferences, making it 10-20x more compute-intensive than simple chatbots, and the always-on nature compounds this to 40-100x overall. Nvidia's CEO has highlighted this as driving "easily 100x more computation" for inference in agentic/reasoning setups. AMD's EPYC Venice (6th Gen EPYC, codenamed "Venice") and Intel's Xeon 7 Diamond Rapids represent the pinnacle of server CPU technology in 2026, both targeting high-performance data center workloads like AI inference, agentic AI orchestration, cloud computing, and HPC. Venice builds on AMD's Zen 6 architecture, emphasizing core density and efficiency, while Diamond Rapids leverages Intel's Panther Cove P-cores for balanced performance. Both chips adopt similar advancements like 16-channel DDR5 memory and PCIe Gen 6, but differ in core counts, process nodes, and overall design philosophy. Intel has faced acute supply constraints across its Xeon lineup, including legacy nodes (Intel 7/3) and the ramping 18A process for next-gen parts. Intel shortage is expected with lead times up to 6 months or longer. 1. AMD EPYC Venice vs Intel Xeon 7 Diamond Rapids Architecture AMD: Zen 6 chiplet design with 8 CCDs and dual IODs Intel: Panther Cove P-cores; multi-die architecture with 4 compute tiles Core/Thread Count AMD: Up to 256 cores / 512 threads (Zen 6c variant) Intel: Up to 192 cores / 192 threads Process Node AMD: TSMC N2 (2nm) Intel: Intel 18A (1.8nm-class); in-house fab Memory Support AMD: 16-channel DDR5; up to 1.6 TB/s bandwidth. Intel: 16-channel DDR5 ; up to 1.6 TB/s bandwidth I/O and Connectivity AMD: PCIe Gen 6 (up to 128 lanes); twice the CPU-to-GPU bandwidth Intel: PCIe Gen 6 (up to 128 lanes); LGA 9324 socket Power (TDP) AMD: Starting 400-500W, potentially lower due to efficiency gains from TSMC 2nm Intel: Starting 400-500W, as it targets competitive efficiency Performance Projections AMD: Up to 70% uplift vs. 5th Gen Turin (1.7x in multi-threaded/AI tasks) Intel: ~40% faster than Granite Rapids (Xeon 6, 128-core). Lags AMD in per-core perf and 40-50% behind Venice core-for-core comp Target Workloads AMD: AI inference/orchestration, HPC, cloud virtualization. Partnerships Intel: Hyperscale AI, general enterprise. Custom silicon Pricing: AMD: estimated $10k-$20k for top SKUs Intel: estimated $8-$18k Availability: AMD: Significant Ramp H2 2026 due to higher allocation from TSMC Intel: H1-H2 2026 delayed, but trying to catch up Overall: ~Venice's 256 cores provide a 33% edge over Diamond Rapids' 192, making it superior for massively parallel tasks like AI training/inference or virtualization ~TSMC's N2 vs. Intel 18A debates rage on which is "better," but AMD's mature chiplet approach yields better density ( 32 cores/CCD vs. Intel's 48/tile). Venice's redesign reduces latency, aiding agentic AI where CPUs handle orchestration ~ Early projections show Venice widening AMD's lead matching or exceeding Diamond Rapids' perf with fewer watts in multi-threaded benchmarks. Intel's no-SMT design (to prioritize AI) handicaps it vs. AMD's 512 threads, though Clearwater Forest (E-core) could compete in density-focused niches. ~Power & Cooling: Both push above 400-500W, demanding liquid cooling. ~AMD been taking market share now above 40%. AMD EPYC Venice emerges as the superior choice in 2026 for most server workloads. Its higher core/thread count (256/512 vs. 192/192), stronger per-core performance, and architecture optimized for AI-driven tasks (agentic orchestration with GPU integration) provide decisive advantages in throughput, scalability, and efficiency. Projections indicate Venice delivering 1.7x the performance of prior gens while widening the gap over Intel ( 40-70% leads in multi-threaded benchmarks). AMD's fabless model with TSMC ensures reliable scaling, and its ecosystem ( open ROCm) appeals to AI adopters. Intel's Diamond Rapids is competitive in single-threaded enterprise apps and custom hyperscale ( NVLink), with potential fab advantages for supply/security. However, without SMT and lower density, it falls short in core-for-core battles—exposing Intel to another generation of AMD dominance unless 18A yields surprise efficiency gains. For data centers prioritizing raw compute ( AI, HPC), Venice wins; for Intel-centric ecosystems or specialized I/O, Diamond Rapids holds ground. Real benchmarks post-launch will confirm, but logic points to AMD pulling ahead. 2. Market size , Potential Revenue and Supply Global Agentic AI market size is projected to be $3-$5 Trillion by 2030 according to McKinsey, where consensus points to 40-50% CAGR driven by small to large enterprise demand. I also wrote a full thread on how and why Agentic AI is so explosive that AMD will blow all anlaysts estimate for subscribers. Link below if you are interested. AMD's data center segment hit a record $5.4B in Q4 2025 (up 39% YoY), with EPYC shipments ramping due to agentic demand. With 2GW of deployment in H2 2026, AMD AI data center revenue has $40-$50B+ at the lowest or most conservative projection; or Total Revenue in the $77-$94B For FY2026. However, Agentic AI massive demand spike could send EPYC revenue 3x to 4x in the next few years, potentially surpassing MI series GPU demand as enterprises prioritize CPU-dense Rack setups. This is pushing $NVDA Jensen to rush a CPU design and acquired Groq, a new CPU player due to this massive TAM. Noted that this is just popping just in weeks, highlighting we are just so early in this AI Supercycle and the pace of adoption is insane, and clearly productivity will skyrocket. Why? Because Agentic AI is 24/7 Smart AI agent working for you or your businesses is a mad compelling, and it is estimated to be 40-100x more Inference Hugnry! Many experts already said it is impossible to project this kind of Inference Demand. AI CapEx is expected to ramp up even more in 2027-2028-2029 and 2030 as Global Agentic AI is going to scale to $3-$5 Trillion TAM by 2030. The nature of Agentic is driving higher CPU/GPU ratio, with CPUs handling 50-90% of Agentic workflows. For example, The current Helios Rack: 18 compute trays per rack with 72 GPUs + 18 CPUs. The beauty of this $META and $AMD long term partnership is, that it is absolutely flexible to adjust racks to higher CPU rato or equal to service different needs. Helios rack can be easily swap to 2 GPUs 2CPUs or even CPUs only trays for dedicated orchestration/head nodes. You see, the beauty of this open rack-scale is flexibility and evolvability. If Agentic AI demand pushes much higher, AMD should be able to adjust variant trays without abandoning Heilos Rack. We can't talk just about massive Agentic AI demand without talking about the Supply side or TSMC. TSMC, AMD's primary foundry for advanced nodes ( Zen 6/Venice on N2/2nm), is addressing AI-driven shortages through massive expansions. TSMC accelerates fab construction with up to 10 facilities targeted for 2026. TSMC is accelerating its domestic manufacturing expansion, with industry sources indicating that as many as ten fabs could be under construction or preparing to begin operations across Taiwan’s major science parks. TSMC Capex: $52-56B in 2026 (up 37% YoY), with $45B already approved for new/upgraded capacities. 70-80% for advanced processes (2nm/A16), 10-20% for packaging (CoWoS quadrupling to 120-140K wafers/month by late 2026). In addition, Taiwanese companies (led by TSMC) commit to at least $250B in direct investments in US-based advanced semiconductor, AI, and energy production/innovation capacity.Taiwan provides $250B in government credit guarantees to facilitate additional investments and build a full US semiconductor ecosystem (including industrial parks). TSMC completed a second land purchase in Arizona (January 2026) for gigafab scaling, with an additional $100B+ (potentially four more modules) to further expand and qualify for tariff exemptions. AMD with secured 12GW from OpenAI and $META and massive Agentic AI will mean higher priority acess to 20-30% more wafers on TSMC advanced nodes, as TSMC has multi-year agreements with AMD for AI chips. Dr. C. C. Wei, CEO of TSMC quote: "I spend a lot of time in the last three or four months talking to my customer and then customers. Customer. I want to make sure that my customers demand are real. I talk to those cloud service providers, all of them. Their answer is. I'm quite satisfied with their answer. Actually they show me the evidence that the AI really help their business. So they grow their business successfully and he or she in their financial return. So I also double check their financial status. They are very rich." Amid shortages, the US buildout ensures AMD can ramp production of Instinct GPUs and EPYC CPUs without the constraints hitting competitors like Intel. By diversifying away from Taiwan (85% of advanced nodes today), the agreement mitigates supply disruptions, ensuring stable flows for AMD's chips. Scaling production and securing supply will matter for AMD the most in the next 5-10 years growth. The growth could be 80-100% YoY or higher; or it could be in the 60%. The aggressive TSMC supply ramp is reassuring the higher growth point. Conclusion: AMD stands at a pivotal inflection point in 2026, where the explosive rise of agentic AI demanding 40-100x more inference compute through its 24/7, multi-step orchestration positions the company to potentially triple its EPYC CPU revenue to $45-60B+ by 2028 while scaling Instinct GPUs to tens of billions annually by 2027. Agentic AI demand could push AI CapEx closer to $1 Trillion in 2027, far higher than most estimates. Dr. Lisa Su, AMD's visionary CEO, is masterfully securing supply to harness this massive demand by prioritizing operational execution and deep TSMC collaboration, ensuring readiness for the second-half 2026 AI ramp. Dr. Su has explicitly called out surging EPYC demand for agentic tasks where CPUs power head nodes and traditional workloads alongside GPUs while guiding for data center dominance through proactive capacity planning and partnerships like Nutanix ($150M investment for open agentic platforms) or providing tens of millions CPUs for OpenAI, $META, $ORCL, $AMZN, $MSFT, $GOOGL and others. Her strategy includes multi-year TSMC agreements for advanced nodes (N2 for Venice CPUs and future Instincts), diversifying beyond Taiwan to mitigate risks, and unveiling innovations like the MI455X GPU at CES 2026, which she touted as enabling "the next trillion-dollar market opportunity" in physical AI. Dr. Su's forward-looking vision predicting AI reaching 5 billion users emphasizes "AI everywhere," backed by hardware like Ryzen AI chips, all while declaring demand "going through the roof" and committing to scale without bottlenecks. TSMC's aggressive ramp-up, fueled by $52-56B in 2026 capex (up 37% YoY) and 10+ new fabs across Taiwan, the US (Arizona cluster expanding to 6+ modules with $165B+ investment), Japan, and Europe, provides profound reassurance for AMD's supply stability. The January 2026 US-Taiwan agreement committing $250B in investments and credit guarantees for US reshoring accelerates this, granting tariff relief (15% rates with 1.5-2.5x exemptions) tied to capacity buildouts, enabling TSMC to potentially double output over the decade to meet AI wafer hunger. This translates to 20-30% higher wafer allocations on key nodes, sidestepping Intel-like shortages and empowering Dr. Su's team to deliver on hyperscaler demands without disruption. Ultimately, this synergy cements AMD's leadership in the agentic era, promising sustained growth, $5T+ valuations at scale, and a resilient path forward as AI reshapes the world. This is NOT Financial Advice! Video source: AMD CES 2026

Mike

44,460 次观看 • 5 个月前