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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 次观看 • 9 个月前 •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

25,463 次观看 • 5 个月前

$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

39,585 次观看 • 2 个月前

$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

42,838 次观看 • 4 天前

called $pltr at $7. digital twin supremacy. up 100x on $amd. saw compute early. now they converge. digital twin + compute + biology = 10T times current global compute by 2035. longevity = 10^32 FLOPs per person, giga runway for $amd and $nvda. peptides are the code scripts.

called $pltr at $7. digital twin supremacy. up 100x on $amd. saw compute early. now they converge. digital twin + compute + biology = 10T times current global compute by 2035. longevity = 10^32 FLOPs per person, giga runway for $amd and $nvda. peptides are the code scripts.

Antonio Linares

114,003 次观看 • 1 个月前

🎤 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 次观看 • 5 个月前

$AMD CEO Lisa Su says the $META deal is structured as a multi-generation deployment. AMD is getting embedded into Meta’s long-term AI compute stack.

$AMD CEO Lisa Su says the $META deal is structured as a multi-generation deployment. AMD is getting embedded into Meta’s long-term AI compute stack.

Shay Boloor

161,156 次观看 • 4 个月前

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

20,537 次观看 • 9 个月前

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.

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

34,336 次观看 • 4 个月前

“I don’t understand when ppl don’t have the full pic to start attacking me .. I hope one day they understand what was going on cuz it’s just unacceptable behavior. Also in this paddock tbh It’s not only fans but a lot of ppl what they’ve been writing about me is ridiculous.”

“I don’t understand when ppl don’t have the full pic to start attacking me .. I hope one day they understand what was going on cuz it’s just unacceptable behavior. Also in this paddock tbh It’s not only fans but a lot of ppl what they’ve been writing about me is ridiculous.”

zax

366,649 次观看 • 1 年前

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 次观看 • 5 个月前

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 Ⓜ️🕸

115,969 次观看 • 10 个月前

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 次观看 • 2 年前

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 次观看 • 3 个月前

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

818,574 次观看 • 7 个月前

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

24,750 次观看 • 7 个月前

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

317,091 次观看 • 1 个月前

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 次观看 • 8 个月前

$AMD CEO LISA SU SEES COMPUTE DEMAND GROWING BY 100X OVER THE NEXT COUPLE YEARS AMD has long been positioning itself as the leader in AI Compute. The demand is finally here.

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John Tinsman

310,006 次观看 • 2 个月前