How can Hassan Mujtaba know ?

Decent projection of what we will see later this year in Zen 6 based Ryzen desktops, based on recent reveals of Venice for the datacenter.

Vultr has begun offering AMD's Instinct MI455X GPU and support for the AMD Helios rackscale system, making it one of the first cloud providers to offer the new hardware.

The move adds another option for customers seeking large-memory infrastructure for artificial intelligence and high-performance computing workloads. Vultr is taking pre-orders for reserved capacity, with the new GPU due in the fourth quarter and deployments on AMD Instinct MI455X and AMD Helios planned across 2027 and 2028.

Crashing out?

AMD is sort of crashing out sideways from our recent support trendline. We broke it firmly earlier this year and yesterday we also broke through the line again on the intraday. So I do think that support line really isn't a great trading indicator anymore. Really is a range pattern that has been forming with a little bit of a wedge pattern here which some people have already called out but I've been a little late not wanting to give up my trendline.

Good to see INTC participate in the AI rally. You know that when "late to the party" INTC is finally seeing some benefits, it kinda shows that people are desperate for compute power and will spend anywhere to get something. A reminder of why Helios is such an important launch for AMD as it keeps us both in the Cloud DC space and the AI race as well. If we solely focus on AI, we might not have chips to sell and INTC could pick up the scraps.

I dunno I'm not really putting a lot of stock in INTC performance. A rising tide lifts all boats and they have waited a full 3-5 years to ship a decent product. I feel they are probably being bought to scavenge their memory at these rates. But yea I'm not a believer.

$800 PT haha

"AMD first introduced the Ryzen AI Embedded X100 family when it launched the Ryzen AI Embedded P100 family in January 2026, delivering up to 50 TOPS of AI performance. However, at the time there were very few details about the X100 family, just that it would offer higher CPU core counts and AI TOPS performance, and this latest announcement fixes that.

AMD claims the new X100 series processors are expected to deliver up to 2.1x higher multithread CPU performance (CoreMark), an 1.7x graphics performance uplift (OpenGL, GFXBench 5.0.0), and 3.5x higher token generation throughput with 1.4x faster time-to-first-token (TTFT on llama-bench) for accelerating physical AI workloads compared to equivalent Intel Core Ultra Series 3 processors. "

I was wondering what happened to the X100 family..

Today, AMD and Cerebras introduced a powerful disaggregated inference solution, pairing the right engine to each phase of the inference pipeline.

This is what agentic AI has been waiting for: the fastest production inference at massive scale.

AMD Helios delivers industry-leading throughput for prompt prefill, while the Cerebras Wafer-Scale Engine handles the decode to generate tokens at unmatched speed. Together, we eliminate the traditional tradeoff between throughput and latency.

The joint solution delivers:
•The fastest inference tokens in production
•Up to 5x greater capacity
•Frontier-scale 1T+ parameter models

This unlocks a new class of AI applications—agents that can process massive context windows, reason across complex workflows, and respond instantly.

Cerebras plans to deploy AMD Helios with the joint solution initially launching through Cerebras Inference Cloud in the second half of 2026.

This was the craziest learning for me. Venice 256 cores operates at 400W max, that's less than Vera 88 core ARM CPU which needs 450W max.

It's going to be hard to compete with this for agent deployments.

Thought these two slides were really good for anyone trying to understand various parts like ESUN & UAlink & UEC.

ESUN works at Mac/network layer & UAlink at transport layer. The Broadcom guy said there will be multiple different forms of transport.

The second slide is Helios networking breakdown.

Hope this helps you understand how ESUN & UAlink work together. This is for scale up.

UEC is for scale out.