AMD的新产品真这么牛??!!

[vincen]

已经几次了，AMD说要放大招
最后AI芯片的业绩出来，营收还是不行
今天AMD8%
这次新产品真这么牛??!!

[bam]

AMD shares rise 10% after analysts say they expect a 'snapback' for chipmaker
Analysts at Piper Sandler wrote in a note on Monday that they expect a snapback for AMD's GPU business in the fourth quarter.
That's when the analysts expect the chipmaker should be through the bulk of the $800 million in charges that AMD said it would incur due to exports to China.
Last week, AMD unveiled a full-server rack called Helios that enables thousands of the chips to be tied together.
Shares of Advanced Micro Devices rose nearly 10% on Monday after analysts at Piper Sandler lifted their price target on the stock on optimism about the chipmaker's latest product announcement.
The analysts said they see a snapback for AMD's graphics processing units, or GPUs, in the fourth quarter. That's when they expect the chipmaker to be through the bulk of the $800 million in charges that AMD said it would incur as a result of a new U.S. license requirement that applies to exports of semiconductors to China and other countries. 
Last week, AMD revealed its next-generation artificial intelligence chips, the Instinct MI400 series. Notably, the company unveiled a full-server rack called Helios that enables thousands of the chips to be tied together. That chip system is expected to be important for AI customers such as cloud companies and developers of large language models. 
AMD CEO Lisa Su showed the products on stage at an event in San Jose, California, alongside OpenAI CEO Sam Altman, who said they sounded "totally crazy."
"Overall, we are enthused with the product launches at the AMD event this week, specifically the Helios rack, which we think is pivotal for AMD Instinct growth," the analysts wrote in their note. 
Piper Sandler raised its price target for AMD's share price from $125 to $140.
The stock jumped past $127 on Monday and is at its highest since Jan. 6, before President Donald Trump announced sweeping new tariffs and AMD warned of the chip control charges.

[赖美豪中]

不是amd太牛，是tmd 老黄飘了，现在毛利都是90%了，这些公司当然要联合起来收拾老黄了。cuda根本没啥不能超越的。就是把几个基本库重写一下，多大的事

AMD shares rise 10% after analysts say they expect a 'snapback' for chipmaker
Analysts at Piper Sandler wrote in a note on Monday that they expect a snapback for AMD's GPU business in the fourth quarter.
That's when the analysts expect the chipmaker should be through the bulk of the $800 million in charges that AMD said it would incur due to exports to China.
Last week, AMD unveiled a full-server rack called Helios that enables thousands of the chips to be tied together.
Shares of Advanced Micro Devices rose nearly 10% on Monday after analysts at Piper Sandler lifted their price target on the stock on optimism about the chipmaker's latest product announcement.
The analysts said they see a snapback for AMD's graphics processing units, or GPUs, in the fourth quarter. That's when they expect the chipmaker to be through the bulk of the $800 million in charges that AMD said it would incur as a result of a new U.S. license requirement that applies to exports of semiconductors to China and other countries. 
Last week, AMD revealed its next-generation artificial intelligence chips, the Instinct MI400 series. Notably, the company unveiled a full-server rack called Helios that enables thousands of the chips to be tied together. That chip system is expected to be important for AI customers such as cloud companies and developers of large language models. 
AMD CEO Lisa Su showed the products on stage at an event in San Jose, California, alongside OpenAI CEO Sam Altman, who said they sounded "totally crazy."
"Overall, we are enthused with the product launches at the AMD event this week, specifically the Helios rack, which we think is pivotal for AMD Instinct growth," the analysts wrote in their note. 
Piper Sandler raised its price target for AMD's share price from $125 to $140.
The stock jumped past $127 on Monday and is at its highest since Jan. 6, before President Donald Trump announced sweeping new tariffs and AMD warned of the chip control charges.

[money]

按摩店一直这样
万年老二
时不时给投资者打点鸡血，然后ER后crash
每次剧本都一样
说了一万遍，AI核心不在算力硬件，而是软件生态库
如果只是垒核心就能做AI，市面上至少有十几种解决方案，而且算力都比阳痿达强
可是就是卖不动
按摩店不过一次次给投资者鸡血而已
记得ER前卖掉

股市的重点在于：有没有故事可讲
苏麻上周讲了一个故事，花街给了你掌声，仅此而已

[赖美豪中]

这次还真不是，现在老黄的定价太jb黑了，别说企业级，就是gtx，实际性能下降，他吹成4x，然后把价格提高30%。所以Openai, oracle都出来给苏妈站台。说白了就是不能再把自己的血汗钱送给老黄了。必须养活一个有力老黄的竞争对手

按摩店一直这样
万年老二
时不时给投资者打点鸡血，然后ER后crash
每次剧本都一样
说了一万遍，AI核心不在算力硬件，而是软件生态库
如果只是垒核心就能做AI，市面上至少有十几种解决方案，而且算力都比阳痿达强
可是就是卖不动
按摩店不过一次次给投资者鸡血而已
记得ER前卖掉

股市的重点在于：有没有故事可讲
苏麻上周讲了一个故事，花街给了你掌声，仅此而已

[money]

没p用
再便宜的垃圾也是垃圾
你是愿意花10块钱买10双地摊跑鞋，还是花100块买一双有牌子的跑鞋
前者穿两次就松松垮垮，不能用了
后者穿两年跑马拉松，还能打
买后者，虽然贵，干完正事，还能转手卖掉，实际上给你省了钱
买前者，看似贪了便宜，实际上最后误了事，钱都打了水漂

这次还真不是，现在老黄的定价太jb黑了，别说企业级，就是gtx，实际性能下降，他吹成4x，然后把价格提高30%。所以Openai, oracle都出来给苏妈站台。说白了就是不能再把自己的血汗钱送给老黄了。必须养活一个有力老黄的竞争对手

[biggestballs]

楼上说的属实，我司的高端GPU，出问题最多的就是AMD，软硬件都不给力，尤其是是ROCm，死难用还各种不兼容，RCCL就是套壳NCCL

一分钱一分货，女大的GPU就是牛逼，软硬件都牛逼，不服它不行，不用它不行，你非要想省钱用替代产品、订制芯片，就省不了心，女大几十年的积累不是过家家

[Celsius]

有rumor说aws要上amd家gpu

Advanced Micro Devices Inc shares are trading higher Monday following a positive update from Piper Sandler. There are also unconfirmed rumors that the company scored a “GPU win” with Amazon Web Services.

https://www.benzinga.com/trading-ideas/ ... s-going-on

[biggestballs]

有rumor说aws要上amd家gpu

Advanced Micro Devices Inc shares are trading higher Monday following a positive update from Piper Sandler. There are also unconfirmed rumors that the company scored a “GPU win” with Amazon Web Services.

https://www.benzinga.com/trading-ideas/ ... s-going-on

我司早上了MI300X啊，结果没人租，就把后面的MI350X单子给砍了

[money]

障眼法
马鬃配合按摩店找女大压价的手段
大科技手里有很多牌
自研芯片/找第三方GPU都是做给老黄看的压价手段
私底下该买还得买，还得跪舔老黄，军备竞赛不能输

有rumor说aws要上amd家gpu

Advanced Micro Devices Inc shares are trading higher Monday following a positive update from Piper Sandler. There are also unconfirmed rumors that the company scored a “GPU win” with Amazon Web Services.

https://www.benzinga.com/trading-ideas/ ... s-going-on

[Celsius]

我司早上了MI300X啊，结果没人租，就把后面的MI350X单子给砍了

赞一手信息。 不过oracle一直在买， 这次altman也出来给amd站台

[biggestballs]

赞一手信息。 不过oracle一直在买， 这次altman也出来给amd站台

天下苦女大久矣，老二再怎么地也能喝口汤，只能这么解释了

[Celsius]

oracle还把跟amd合作消息放自家官网， 不过用的是MI355X
Oracle and AMD Collaborate to Help Customers Deliver Breakthrough Performance for Large-Scale AI and Agentic Workloads

https://www.oracle.com/news/announcemen ... 025-06-12/

[money]

放犄角旮旯和放首页，待遇是不同的
刚查了下，oracle首页第一条是女大，而首页搜不到按摩店
能榜上女大这条大腿，是oracle股价暴涨的原因（星际门）
oracle怎么样也不会得罪女大的

oracle还把跟amd合作消息放自家官网， 不过用的是MI355X
Oracle and AMD Collaborate to Help Customers Deliver Breakthrough Performance for Large-Scale AI and Agentic Workloads

https://www.oracle.com/news/announcemen ... 025-06-12/

[ID0]

连续两天强于大盘了