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🔥This is a deep dive into AMD's second quarter results published 13 hours ago and comparison with Nvidia. AMD dropped over 5%. I highly recommend AMD/Nvidia investors watch this video.

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AJ Investment Research

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15,703 görüntüleme • 1 yıl önce •via X (Twitter)

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A lot of people are saying: 1. AI is a bubble. 2. This is a bet the farm moment for $AMD. 3. $ORCL is only buying $AMD to gain leverage over $NVDA. This is a fundamental misunderstanding of $AMD's platform and its MASSIVE potential.
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A lot of people are saying: 1. AI is a bubble. 2. This is a bet the farm moment for $AMD. 3. $ORCL is only buying $AMD to gain leverage over $NVDA. This is a fundamental misunderstanding of $AMD's platform and its MASSIVE potential.

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Some time ago, I had the idea to port NVIDIA Physical AI stack to AMD. The motivation was to improve hardware diversity and enable world models and VLAs to run beyond a single ecosystem. We started with NVIDIA Cosmos Predict 2.5-2B. Porting wasn’t trivial: these models are deeply optimized for NVIDIA’s stack. We used this as an opportunity to apply our ROCm kernels. The results were surprising: Both encode and diffusion run faster on AMD Instinct MI300X vs. NVIDIA H200 (FA3) and we still saw significant headroom for further optimization. Quality is unchanged across modalities (validated with WorldJen) To be clear, this is no luck. We have deep experience with diffusion models and AMD GPUs. But this just gives us a good opportunity to get closer to a true hardware-to-hardware comparison, as we work with less software abstractions than usual. Just to give an example, on AMD, memory instructions are async with a hardware queue of ordered pending instructions, enabling concurrent load/store with compute without warp specialization. Bottom line: there are real architectural advantages on AMD, if you take the time to work with the hardware. Note, we did tradeoff ~20% higher memory usage, That being said, AMD has more to give to begin with :) in the coming weeks: AMD versions of Cosmos Transfer and GR00T, an even faster version of Cosmos Predict, and open-sourcing an attention kernel faster than AITER v3 (which is closed-source for some reason? cc: Anush Elangovan )
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Some time ago, I had the idea to port NVIDIA Physical AI stack to AMD. The motivation was to improve hardware diversity and enable world models and VLAs to run beyond a single ecosystem. We started with NVIDIA Cosmos Predict 2.5-2B. Porting wasn’t trivial: these models are deeply optimized for NVIDIA’s stack. We used this as an opportunity to apply our ROCm kernels. The results were surprising: Both encode and diffusion run faster on AMD Instinct MI300X vs. NVIDIA H200 (FA3) and we still saw significant headroom for further optimization. Quality is unchanged across modalities (validated with WorldJen) To be clear, this is no luck. We have deep experience with diffusion models and AMD GPUs. But this just gives us a good opportunity to get closer to a true hardware-to-hardware comparison, as we work with less software abstractions than usual. Just to give an example, on AMD, memory instructions are async with a hardware queue of ordered pending instructions, enabling concurrent load/store with compute without warp specialization. Bottom line: there are real architectural advantages on AMD, if you take the time to work with the hardware. Note, we did tradeoff ~20% higher memory usage, That being said, AMD has more to give to begin with :) in the coming weeks: AMD versions of Cosmos Transfer and GR00T, an even faster version of Cosmos Predict, and open-sourcing an attention kernel faster than AITER v3 (which is closed-source for some reason? cc: Anush Elangovan )

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This is the build of .GiantessPlayground I will have on my .HP 6 core .AMD RZNEN5 Laptop with a .NVIDIA 4050 6GB GPU at 1080p! This is still an unoptimized mess, where would this be with ... what's GTA6's budget? Unreal Engine UE5 Gamedev indiegamedev

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USA: Intel, AMD, Snapdragon, Nvidia, Apple Taiwan: MediaTek Dimensity South Korea: Exynos China: Kirin India: ???? The wait is over! Soon, India will have its own chip- designed and manufactured entirely in India. “Modi hai toh Mumkin hai!” Watch this video and feel proud of this historic moment for our nation🇮🇳 #NDTVWorldSummit

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When will $TSLA stock skyrocket? For NVIDIA, this happened when earnings growth started to grow quarter on quarter. Analyst Cern Basher reveals when Tesla’s earnings will force a stock surge—just like NVIDIA in 2023. Tesla’s AI shift is happening sooner than expected! MUST WATCH for Tesla investors! Cern Basher

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Patience is paying off and $AMD is looking incredible. 🌟 In this video, I'll discuss our three-month target and outlook, plus my strategy to profit from this trade. 🔥 We'll also dive into this week's targets following CES.
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Gaming on-the-go is a breeze with the ROG Flow X13. This lightweight gaming laptop packs up to an AMD Ryzen 9 7940HS processor and NVIDIA GeForce RTX 4070 graphics in a sleek chassis. Check it out👉
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Gaming on-the-go is a breeze with the ROG Flow X13. This lightweight gaming laptop packs up to an AMD Ryzen 9 7940HS processor and NVIDIA GeForce RTX 4070 graphics in a sleek chassis. Check it out👉

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📈 Brad Gerstner showed a fascinating chart on the latest episode of The All-In Podcast: "In 2022, NVIDIA and AMD had basically the same revenue, $25 billion. This year, Nvidia will do 10x that, at roughly $210B - $230B, and AMD will do $33 billion. Not much more than they were doing when the companies were tied in 2022. So Nvidia has captured nearly 100% of the incremental AI data center revenues over the course of the last two and a half years." -Brad Gerstner on the All In Football Show with @jason, Chamath Palihapitiya, David Sacks and david friedberg
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📈 Brad Gerstner showed a fascinating chart on the latest episode of The All-In Podcast: "In 2022, NVIDIA and AMD had basically the same revenue, $25 billion. This year, Nvidia will do 10x that, at roughly $210B - $230B, and AMD will do $33 billion. Not much more than they were doing when the companies were tied in 2022. So Nvidia has captured nearly 100% of the incremental AI data center revenues over the course of the last two and a half years." -Brad Gerstner on the All In Football Show with @jason, Chamath Palihapitiya, David Sacks and david friedberg

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This is Lisa Su. CEO of AMD Interviewer : Excuse me do you speak English? You are a random person here. Lisa Su: Yes, I do. I’m with AMD and we are sponsoring the Ferari car. 😂🔥

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I highly recommend you stop what you're doing and watch this video. I believe he is talking about Islam. What is your reaction to this?
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I highly recommend you stop what you're doing and watch this video. I believe he is talking about Islam. What is your reaction to this?

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