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OpenAI validated $AMD - & $META confirmed it. Everyone still thinks $AMD is the “cheap $NVDA.” → They don’t understand compute → They don’t understand chiplets → They have no idea what is coming This isn’t a GPU story. It’s a compute story. And it’s about to define the... show more

Christian Darnton

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97,093 görüntüleme • 10 ay önce •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.

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.

AMD

25,538 görüntüleme • 6 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.

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

$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.

$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 • 3 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.

$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

🎤 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.

🎤 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 • 6 ay önce

This isn’t about bribery. It’s about the attempted crucifixion of a religion. They call it justice. History calls it persecution. Watch the full story they don’t want you to see 👇 #ReleaseTheMotherOfPeace #FreePastorSon #ReligiousFreedom #FreeKorea #FaithFreedomPeace #WhatWouldFatherDo

This isn’t about bribery. It’s about the attempted crucifixion of a religion. They call it justice. History calls it persecution. Watch the full story they don’t want you to see 👇 #ReleaseTheMotherOfPeace #FreePastorSon #ReligiousFreedom #FreeKorea #FaithFreedomPeace #WhatWouldFatherDo

Demian Dunkley

20,607 görüntüleme • 10 ay önce

TRUMP ISN'T HOLDING BACK! When it comes to Somalia and Ilhan Omar, President Trump isn't leaving ANY ROOM for misinterpretation on how he feels about them! "It’s not a country, they don’t have a government when they don’t have anything. I always hate to see this. Ilhan Omar, she comes from Somalia." "A BACKWARDS country. They say it’s the worst country in the world, if it’s a country. I don’t even think it’s a country. There is an organization. They don’t have police. They don’t have military. They don’t have anything." SEND HER BACK!

TRUMP ISN'T HOLDING BACK! When it comes to Somalia and Ilhan Omar, President Trump isn't leaving ANY ROOM for misinterpretation on how he feels about them! "It’s not a country, they don’t have a government when they don’t have anything. I always hate to see this. Ilhan Omar, she comes from Somalia." "A BACKWARDS country. They say it’s the worst country in the world, if it’s a country. I don’t even think it’s a country. There is an organization. They don’t have police. They don’t have military. They don’t have anything." SEND HER BACK!

Gunther Eagleman™

16,745 görüntüleme • 7 ay önce

Go ask people for yourself, I did… The number 1 reason people own #XRP is because they think it’s a cheap coin. They don’t understand market cap and are being misled by the “Banks are going to use it” psyop.

Go ask people for yourself, I did… The number 1 reason people own #XRP is because they think it’s a cheap coin. They don’t understand market cap and are being misled by the “Banks are going to use it” psyop.

Jonny Litecoin Ⓜ️🕸

115,986 görüntüleme • 11 ay önce

When you don’t think through the idea properly cos the actual idea is to hoodwink the people, you end up with incoherence, inconsistencies and then it finally ends up sounding like a joke. It’s Nana Oye Lithur’s Poultry farm bit that killed it for me. Pay attention to her stammer and her hesitations and you will understand, they have no idea what they are doing. It’s just a joke. Poor altenatives….

When you don’t think through the idea properly cos the actual idea is to hoodwink the people, you end up with incoherence, inconsistencies and then it finally ends up sounding like a joke. It’s Nana Oye Lithur’s Poultry farm bit that killed it for me. Pay attention to her stammer and her hesitations and you will understand, they have no idea what they are doing. It’s just a joke. Poor altenatives….

Dennis Edward Aboagye

49,235 görüntüleme • 2 yıl önce

Espina: What’s happening right now is a disgrace. The Trump administration knows what it is doing is illegal. They have no hope of winning this case. It’s not about winning—it’s about creating fear, uncertainty, and confusion within communities. They want people to feel like they don’t belong in this country.

Espina: What’s happening right now is a disgrace. The Trump administration knows what it is doing is illegal. They have no hope of winning this case. It’s not about winning—it’s about creating fear, uncertainty, and confusion within communities. They want people to feel like they don’t belong in this country.

Acyn

54,146 görüntüleme • 4 ay önce

Joe Rogan just opened up about his journey to Christianity. “I don’t think it’s myth.” “I think they’re relaying truth.” “I think it is an ancient relaying of a real event and the real history of human beings.” “I don’t think the whole thing is myth, but I don’t think it’s entirely accurate either.” “I don’t know what the serpent in the garden and Adam and Eve and the apple … means.” “When they talk about the first human beings, I assume that that is a recounting of a genetic manipulation.” “If you’re telling a story for thousands of years where people don’t even have books, they don’t have paper, they don’t have a written language … they’re just trying to remember what they knew from thousands and thousands of years before when they had achieved a very high level of sophistication—which is what I think happened—this is the kind of story that you get.” “There’s a lot of truth in there.” “But I think the, the ultimate story is lost.” “The ultimate truth … I don’t think it’s accurately documented anywhere.” Joe Rogan Jesse Michels

Joe Rogan just opened up about his journey to Christianity. “I don’t think it’s myth.” “I think they’re relaying truth.” “I think it is an ancient relaying of a real event and the real history of human beings.” “I don’t think the whole thing is myth, but I don’t think it’s entirely accurate either.” “I don’t know what the serpent in the garden and Adam and Eve and the apple … means.” “When they talk about the first human beings, I assume that that is a recounting of a genetic manipulation.” “If you’re telling a story for thousands of years where people don’t even have books, they don’t have paper, they don’t have a written language … they’re just trying to remember what they knew from thousands and thousands of years before when they had achieved a very high level of sophistication—which is what I think happened—this is the kind of story that you get.” “There’s a lot of truth in there.” “But I think the, the ultimate story is lost.” “The ultimate truth … I don’t think it’s accurately documented anywhere.” Joe Rogan Jesse Michels

Holden Culotta

818,683 görüntüleme • 8 ay önce

The Liberals cancelled meetings, blocked witness testimony, and still refuse to explain why they support criminalizing religious texts. Their deliberate ambiguity isn’t an accident—it’s a tactic. And it signals desperation. They don’t want scrutiny. They don’t want debate. And they don’t want Canadians to see how extreme this is.

The Liberals cancelled meetings, blocked witness testimony, and still refuse to explain why they support criminalizing religious texts. Their deliberate ambiguity isn’t an accident—it’s a tactic. And it signals desperation. They don’t want scrutiny. They don’t want debate. And they don’t want Canadians to see how extreme this is.

Larry Brock

24,756 görüntüleme • 8 ay önce

Platner: The national pundits, the political establishment, they keep looking for that one story, that one headline, that one moment in my life that they can define the campaign by. But in trying so hard to understand me, they failed to understand that this is not about me at all. This is a movement about us.

Platner: The national pundits, the political establishment, they keep looking for that one story, that one headline, that one moment in my life that they can define the campaign by. But in trying so hard to understand me, they failed to understand that this is not about me at all. This is a movement about us.

Acyn

317,649 görüntüleme • 2 ay önce

Let’s be real: spending $1.5 trillion we don’t have isn’t a plan, it’s a fantasy. We already have a deficit, and their solution is to dig the hole deeper? That’s not just unserious -- it’s irresponsible. It is time they cut the nonsense and put the American people first.

Let’s be real: spending $1.5 trillion we don’t have isn’t a plan, it’s a fantasy. We already have a deficit, and their solution is to dig the hole deeper? That’s not just unserious -- it’s irresponsible. It is time they cut the nonsense and put the American people first.

Rep. Pat Fallon

13,594 görüntüleme • 10 ay önce

“I hated it. I don’t understand it. I think it’s a disaster.” Bill Simmons doesn’t get what the Bucks are doing AT ALL … and if these were the only moves they had up their sleeve, he thinks they might as well have traded Giannis.

“I hated it. I don’t understand it. I think it’s a disaster.” Bill Simmons doesn’t get what the Bucks are doing AT ALL … and if these were the only moves they had up their sleeve, he thinks they might as well have traded Giannis.

The Ringer

559,781 görüntüleme • 1 yıl önce

The beauty about having boys….they have no idea what time it is, who’s late…..they don’t know where they are or who they are.

The beauty about having boys….they have no idea what time it is, who’s late…..they don’t know where they are or who they are.

Mlungisi Ntshangase

2,740,025 görüntüleme • 5 ay önce

OpenAI CEO absolutely cooks Zucc’s Meta AI: > “Zucc is offering $100 million dollar signing bonuses to poach talent.” > “None of our best people have taken the offer yet.” > “I don’t think Meta is setting up for a great culture.” > “I think people think OpenAI has a better chance at reaching super intelligence and also may eventually be a more valuable company… then everybody will do great financially.” > “Meta is not great at innovation.” > “We understand a lot of things that they don’t about what it takes to succeed.” HOLY. FUCK. LMAO

OpenAI CEO absolutely cooks Zucc’s Meta AI: > “Zucc is offering $100 million dollar signing bonuses to poach talent.” > “None of our best people have taken the offer yet.” > “I don’t think Meta is setting up for a great culture.” > “I think people think OpenAI has a better chance at reaching super intelligence and also may eventually be a more valuable company… then everybody will do great financially.” > “Meta is not great at innovation.” > “We understand a lot of things that they don’t about what it takes to succeed.” HOLY. FUCK. LMAO

NIK

1,561,673 görüntüleme • 1 yıl önce