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Jim Cramer asked $AMD's Lisa Su the uncomfortable question: "NVIDIA didn’t give equity to $META. Neither did $GLW. So why is $AMD doing it?"

213,267 Aufrufe • vor 7 Monaten •via X (Twitter)

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Nvidia has over $5 trillion market cap but AMD took their biggest customers (Save this). The HELIOS rack is AMD's answer to Nvidia's GB300 and it is not just competitive but rather has more memory than Vera Rubin, more memory bandwidth, 72 GPUs per rack and by most measures it beats Vera Rubin in nearly every dimension while arriving only 3–6 months later. The customers are already real. Oracle just committed to deploying 50,000 MI450 GPUs, the world's first publicly available AI supercluster built entirely on AMD silicon in Q3 2026. Meta signed a multi-year agreement to utilize up to 6 gigawatts of AMD GPUs across their data centers. OpenAI committed to 6 gigawatts of AMD Instinct compute. Each gigawatt translates to roughly $15–20 billion in AMD revenue. Lisa Su told investors on the Q1 call that customer demand forecasts for MI450 and HELIOS are already exceeding AMD's own internal 2027 plans. And the numbers behind this are staggering. Data center revenue grew 57% year over year to $5.8 billion in Q1 2026 while Q2 is guided at $11.2 billion total revenue, 46% growth year over year. Citi is projecting $33 billion in AI GPU revenue alone by 2027, up 137% year over year and AMD is expected to ship roughly 1.9 million AI GPUs in 2027, driven by the MI450 ramp. AMD is not trying to beat Nvidia but rather trying to own the second chair in every hyperscaler's AI infrastructure stack. Bullish AMD and make sure to follow me Melvin for more investment ideas.

Melvin

23,152 Aufrufe • vor 3 Monaten