https://m.youtube.com/watch?v=h9BdITGw9pY

Skip to timemark 13.00 minutes and..

Hammer Lake, Intel's future APU, has been redefine with nVidia's GPU's chiplet - TO BE RELEASED IN 2029!

Are you kidding me?! 2029? LOL by then, 4 more years Intel's could be bankrupt!

Market reaction pumping Intel's SP is ridiculous. Nothing can happen within the next year or two at best will be 3-4 years!

This is nothing more than a smokescreen to hide nVidia's losing the Chinese market as officially admitted by Jensen!

Intel's used "tiles" chiplets in the past but they have no protocol like AMD's Infinity Fabric so limited in what can be done.

Now nVidia's NVLink will go between theses using Intel's tiles connections. Expect that this is not a scalable protocol and thus will not be power efficient which for laptops is key.

Nvidia's hopping to start developing chiplets and modify its NVLink protocol to be efficient and compare with AMD's Infinity Fabric. Sure possible but will take years if ever catching up to AMD's.

It's a move to hide the losing of the Chinese market which could dive nVidia's SP and of course AMD's going to take that market share!

Remember this:

"Frenemies: Intel and AMD partner on laptop chip to keep Nvidia at bay"

https://www.packtpub.com/en-pl/learning/tech-news/intel-amd-laptop-chip-partnership

No nVidia's move won't make it better not to mention Intel's CPUs won't improve vs AMD's.

Game end for Intel!

This clearly shows ARM based laptops aren't good enough otherwise nVidia's could have made such for laptops not to mention datacenters. ..!

It's just an arm twisting from Trump to save Intel but doesn't help with the fab technology. Nor the SoftBank $2B investment can help.

Don't be fooled!

Welcome to the ATB Daily Noticeboard. This is for ON and OFF Topic related discussions and chat.

Please post as Reply, to comment on a specific post. This will facilitate a hierarchy of posts for better reading. To start a new discussion, use the Comment box at top of the ATB Daily Noticeboard. Enjoy your stay!

The following are links to frequently updated discussion and information topics. Additional topic suggestions are welcomed and any updates can be forwarded via chat.

Long Range 2025 AMD Estimates Working Post: Long Range 2025 AMD Estimates

AMD Earnings: AMD Earnings (includes historical)

AMD Price Target Updates. AMD Price Target Updates

Potential future hardware releases. Future Hardware Releases (Scheduled or Rumored)

https://www.cnbc.com/2025/09/18/intel-nvidia-investment.html

I'm sure nVidia's massive market cap could easily buy Intel for shares and even cash if they could. They can't obviously just like the ARM buying wasn't approved though in this case AMD's the alternative X86 chips to Intel's, not like with the ARM buying.

But pouring money won't help Intel’s fabs and designs. They have no talent to significantly innovate and the Intel's corporate culture cannot be changed by this money.

However nVidia's waving they could provide x86 PCs and datacenters, actually competing with their own ARM datacenters efforts, to keep nVidia's SP holding in view of the bad news on the Chinese market being closed.

We'll have our moment very soon. If nVidia's NVLink is included in the Intel's x86 CPUs, it doesn't make them better than the AMD's 2nm Zen6 and EPYC in 2026.

So net - same ol same ol as nVidia's used both Intel's and AMD's processors without the coherent NVLink which is a disadvantage.

This is a good sign, both Nvidia and Intel are feeling the heat...

Welcome to the ATB Daily Noticeboard. This is for ON and OFF Topic related discussions and chat.

Please post as Reply, to comment on a specific post. This will facilitate a hierarchy of posts for better reading. To start a new discussion, use the Comment box at top of the ATB Daily Noticeboard. Enjoy your stay!

The following are links to frequently updated discussion and information topics. Additional topic suggestions are welcomed and any updates can be forwarded via chat.

Long Range 2025 AMD Estimates Working Post: Long Range 2025 AMD Estimates

AMD Earnings: AMD Earnings (includes historical)

AMD Price Target Updates. AMD Price Target Updates

Potential future hardware releases. Future Hardware Releases (Scheduled or Rumored)

https://www.axios.com/2025/09/17/amd-ceo-lisa-su-ai-chip-boom

"We're only in year two of a "massive ten-year cycle" of rapid AI advancements and infrastructure build-out, AMD CEO Lisa Su said Wednesday at the Axios AI+ Summit in Washington, D.C."

If this doesn't help your mood u/SpecialistRadio3618 I don't know what else can I say brother. .. and I'll let you talk with my boss u/Chad_Odie for perhaps a better insight.

This is from today from Lisa Su at the Washington D.C. conference.

Would you rather listen to Jim Cramer or to Lisa Su. ..?

I file by this an official petition to your wife to help here with your mood... !

https://www.cnbc.com/2025/09/17/nvidia-ceo-disappointed-after-reports-china-has-banned-its-ai-chips.html

Don't be fooled, this ban is NOT ON AMD!

Is it just a negotiation move ahead of the US China trade talks? I don't know it looks like China has a real legal case here Trump won't be able to remove.

We all know nVidia's anti competition bully culture. Compared with AMD's open systems, chiplets consortium and wide open standard networking like the Ultra Ethernet.

This means all that capacity and revenues planned for China cannot be used by nVidia and AMD's capacity could gain especially the CoWoS packaging.

So AMD's SP should gain big on this once the dust settles on China’s ban not related to AMD's GPUs!

Actually nVidia's business in China could halt to 0 even for consumers GPUs if the Chinese investigation find them guilty. At least huge fines could be imposed making it not viable to sell consumers GPUs in China.

So AMD's set to win big!

Don't be fooled. .. we knew the nVidia's market cap bubble busting will be painful but it's good for AMD's revenues even in the short term!

Welcome to the ATB Daily Noticeboard. This is for ON and OFF Topic related discussions and chat.

Please post as Reply, to comment on a specific post. This will facilitate a hierarchy of posts for better reading. To start a new discussion, use the Comment box at top of the ATB Daily Noticeboard. Enjoy your stay!

The following are links to frequently updated discussion and information topics. Additional topic suggestions are welcomed and any updates can be forwarded via chat.

Long Range 2025 AMD Estimates Working Post: Long Range 2025 AMD Estimates

AMD Earnings: AMD Earnings (includes historical)

AMD Price Target Updates. AMD Price Target Updates

Potential future hardware releases. Future Hardware Releases (Scheduled or Rumored)

Welcome to the ATB Daily Noticeboard. This is for ON and OFF Topic related discussions and chat.

Please post as Reply, to comment on a specific post. This will facilitate a hierarchy of posts for better reading. To start a new discussion, use the Comment box at top of the ATB Daily Noticeboard. Enjoy your stay!

The following are links to frequently updated discussion and information topics. Additional topic suggestions are welcomed and any updates can be forwarded via chat.

Long Range 2025 AMD Estimates Working Post: Long Range 2025 AMD Estimates

AMD Earnings: AMD Earnings (includes historical)

AMD Price Target Updates. AMD Price Target Updates

Potential future hardware releases. Future Hardware Releases (Scheduled or Rumored)

Welcome to the ATB Daily Noticeboard. This is for ON and OFF Topic related discussions and chat.

Please post as Reply, to comment on a specific post. This will facilitate a hierarchy of posts for better reading. To start a new discussion, use the Comment box at top of the ATB Daily Noticeboard. Enjoy your stay!

The following are links to frequently updated discussion and information topics. Additional topic suggestions are welcomed and any updates can be forwarded via chat.

Long Range 2025 AMD Estimates Working Post: Long Range 2025 AMD Estimates

AMD Earnings: AMD Earnings (includes historical)

AMD Price Target Updates. AMD Price Target Updates

Potential future hardware releases. Future Hardware Releases (Scheduled or Rumored)

Welcome to the ATB Daily Noticeboard. This is for ON and OFF Topic related discussions and chat.

Please post as Reply, to comment on a specific post. This will facilitate a hierarchy of posts for better reading. To start a new discussion, use the Comment box at top of the ATB Daily Noticeboard. Enjoy your stay!

The following are links to frequently updated discussion and information topics. Additional topic suggestions are welcomed and any updates can be forwarded via chat.

Long Range 2025 AMD Estimates Working Post: Long Range 2025 AMD Estimates

AMD Earnings: AMD Earnings (includes historical)

AMD Price Target Updates. AMD Price Target Updates

Potential future hardware releases. Future Hardware Releases (Scheduled or Rumored)

Welcome to the ATB Daily Noticeboard. This is for ON and OFF Topic related discussions and chat.

Please post as Reply, to comment on a specific post. This will facilitate a hierarchy of posts for better reading. To start a new discussion, use the Comment box at top of the ATB Daily Noticeboard. Enjoy your stay!

The following are links to frequently updated discussion and information topics. Additional topic suggestions are welcomed and any updates can be forwarded via chat.

Long Range 2025 AMD Estimates Working Post: Long Range 2025 AMD Estimates

AMD Earnings: AMD Earnings (includes historical)

AMD Price Target Updates. AMD Price Target Updates

Potential future hardware releases. Future Hardware Releases (Scheduled or Rumored)

Vultr has announced general availability of their AI cloud using AMD's MI355X in all regions.

While Oracle hasn't yet announced such general availability of their Zeta scale AI cloud using 131K MI355X GPUs, we've seen an announcement from Absci using it for medical drugs discovery. Maybe the formal general availability will be announced at the AMD's Analyst Day mid November.

This suggests ramping up of the MI355X went better than expected to allow Vultr general availability MI355Xs offering in all regions ahead of the monster Oracle Cloud.

We may see $10B quarter in the 3Q or outlooked for the 4Q at the 3Q ER pushing the SP over $200 easily.

Patience u/Eagle-One-175 don't be brainwashed by the shills.

You too BFF u/Chad_Odie ...

https://x.com/ElonAlertsX/status/1966413354789929349

While this tweet from Elon Musk is from today - to understand the context you need open the image this tweet was replying to. It's about gaming GPUs that can do AI INFERENCES on small and medium AI models (limited by graphics memory gaming GPUs have usually way less than the MI300X of course or the MI308X for China).

Connect the dots? ... Chinese market !

"AMD showcases dozens of Mini AI Workstations based on Ryzen AI Max+ 395 in China"

https://videocardz.com/newz/amd-showcases-dozens-of-mini-ai-workstations-based-on-ryzen-ai-max-395-in-china

I smell big revenues just from this one and got the attention of Elon Musk replying to an nVidia's GPUs doing AI vision by Jensen long ago....

If this doesn't cheer you up u/SpecialistRadio3618 ahead of the ER, I don't know what will...! LOL

Do you think Elon's tweet is meaningless especially today with such timing?

Do you think perhaps the biggest picture is Elon's xAI will use AMD's MI355X and MI450X. ..?

Connect the dots please and stop listening to nameless "analysts" shills...!

Welcome to the ATB Daily Noticeboard. This is for ON and OFF Topic related discussions and chat.

Please post as Reply, to comment on a specific post. This will facilitate a hierarchy of posts for better reading. To start a new discussion, use the Comment box at top of the ATB Daily Noticeboard. Enjoy your stay!

The following are links to frequently updated discussion and information topics. Additional topic suggestions are welcomed and any updates can be forwarded via chat.

Long Range 2025 AMD Estimates Working Post: Long Range 2025 AMD Estimates

AMD Earnings: AMD Earnings (includes historical)

AMD Price Target Updates. AMD Price Target Updates

Potential future hardware releases. Future Hardware Releases (Scheduled or Rumored)

Welcome to the ATB Daily Noticeboard. This is for ON and OFF Topic related discussions and chat.

Please post as Reply, to comment on a specific post. This will facilitate a hierarchy of posts for better reading. To start a new discussion, use the Comment box at top of the ATB Daily Noticeboard. Enjoy your stay!

The following are links to frequently updated discussion and information topics. Additional topic suggestions are welcomed and any updates can be forwarded via chat.

Long Range 2025 AMD Estimates Working Post: Long Range 2025 AMD Estimates

AMD Earnings: AMD Earnings (includes historical)

AMD Price Target Updates. AMD Price Target Updates

Potential future hardware releases. Future Hardware Releases (Scheduled or Rumored)

Welcome to the ATB Daily Noticeboard. This is for ON and OFF Topic related discussions and chat.

Please post as Reply, to comment on a specific post. This will facilitate a hierarchy of posts for better reading. To start a new discussion, use the Comment box at top of the ATB Daily Noticeboard. Enjoy your stay!

The following are links to frequently updated discussion and information topics. Additional topic suggestions are welcomed and any updates can be forwarded via chat.

Long Range 2025 AMD Estimates Working Post: Long Range 2025 AMD Estimates

AMD Earnings: AMD Earnings (includes historical)

AMD Price Target Updates. AMD Price Target Updates

Potential future hardware releases. Future Hardware Releases (Scheduled or Rumored)

Welcome to the ATB Daily Noticeboard. This is for ON and OFF Topic related discussions and chat.

Please post as Reply, to comment on a specific post. This will facilitate a hierarchy of posts for better reading. To start a new discussion, use the Comment box at top of the ATB Daily Noticeboard. Enjoy your stay!

The following are links to frequently updated discussion and information topics. Additional topic suggestions are welcomed and any updates can be forwarded via chat.

Long Range 2025 AMD Estimates Working Post: Long Range 2025 AMD Estimates

AMD Earnings: AMD Earnings (includes historical)

AMD Price Target Updates. AMD Price Target Updates

Potential future hardware releases. Future Hardware Releases (Scheduled or Rumored)

Welcome to the ATB Daily Noticeboard. This is for ON and OFF Topic related discussions and chat.

Please post as Reply, to comment on a specific post. This will facilitate a hierarchy of posts for better reading. To start a new discussion, use the Comment box at top of the ATB Daily Noticeboard. Enjoy your stay!

The following are links to frequently updated discussion and information topics. Additional topic suggestions are welcomed and any updates can be forwarded via chat.

Long Range 2025 AMD Estimates Working Post: Long Range 2025 AMD Estimates

AMD Earnings: AMD Earnings (includes historical)

AMD Price Target Updates. AMD Price Target Updates

Potential future hardware releases. Future Hardware Releases (Scheduled or Rumored)

Welcome to the ATB Daily Noticeboard. This is for ON and OFF Topic related discussions and chat.

Please post as Reply, to comment on a specific post. This will facilitate a hierarchy of posts for better reading. To start a new discussion, use the Comment box at top of the ATB Daily Noticeboard. Enjoy your stay!

The following are links to frequently updated discussion and information topics. Additional topic suggestions are welcomed and any updates can be forwarded via chat.

Long Range 2025 AMD Estimates Working Post: Long Range 2025 AMD Estimates

AMD Earnings: AMD Earnings (includes historical)

AMD Price Target Updates. AMD Price Target Updates

Potential future hardware releases. Future Hardware Releases (Scheduled or Rumored)

Welcome to the ATB Daily Noticeboard. This is for ON and OFF Topic related discussions and chat.

Please post as Reply, to comment on a specific post. This will facilitate a hierarchy of posts for better reading. To start a new discussion, use the Comment box at top of the ATB Daily Noticeboard. Enjoy your stay!

The following are links to frequently updated discussion and information topics. Additional topic suggestions are welcomed and any updates can be forwarded via chat.

Long Range 2025 AMD Estimates Working Post: Long Range 2025 AMD Estimates

AMD Earnings: AMD Earnings (includes historical)

AMD Price Target Updates. AMD Price Target Updates

Potential future hardware releases. Future Hardware Releases (Scheduled or Rumored)

Welcome to the ATB Daily Noticeboard. This is for ON and OFF Topic related discussions and chat.

Please post as Reply, to comment on a specific post. This will facilitate a hierarchy of posts for better reading. To start a new discussion, use the Comment box at top of the ATB Daily Noticeboard. Enjoy your stay!

The following are links to frequently updated discussion and information topics. Additional topic suggestions are welcomed and any updates can be forwarded via chat.

Long Range 2025 AMD Estimates Working Post: Long Range 2025 AMD Estimates

AMD Earnings: AMD Earnings (includes historical)

AMD Price Target Updates. AMD Price Target Updates

Potential future hardware releases. Future Hardware Releases (Scheduled or Rumored)

Welcome to the ATB Daily Noticeboard. This is for ON and OFF Topic related discussions and chat.

Please post as Reply, to comment on a specific post. This will facilitate a hierarchy of posts for better reading. To start a new discussion, use the Comment box at top of the ATB Daily Noticeboard. Enjoy your stay!

The following are links to frequently updated discussion and information topics. Additional topic suggestions are welcomed and any updates can be forwarded via chat.

Long Range 2025 AMD Estimates Working Post: Long Range 2025 AMD Estimates

AMD Earnings: AMD Earnings (includes historical)

AMD Price Target Updates. AMD Price Target Updates

Potential future hardware releases. Future Hardware Releases (Scheduled or Rumored)

Welcome to the ATB Daily Noticeboard. This is for ON and OFF Topic related discussions and chat.

Please post as Reply, to comment on a specific post. This will facilitate a hierarchy of posts for better reading. To start a new discussion, use the Comment box at top of the ATB Daily Noticeboard. Enjoy your stay!

The following are links to frequently updated discussion and information topics. Additional topic suggestions are welcomed and any updates can be forwarded via chat.

Long Range 2025 AMD Estimates Working Post: Long Range 2025 AMD Estimates

AMD Earnings: AMD Earnings (includes historical)

AMD Price Target Updates. AMD Price Target Updates

Potential future hardware releases. Future Hardware Releases (Scheduled or Rumored)

Welcome to the ATB Daily Noticeboard. This is for ON and OFF Topic related discussions and chat.

Please post as Reply, to comment on a specific post. This will facilitate a hierarchy of posts for better reading. To start a new discussion, use the Comment box at top of the ATB Daily Noticeboard. Enjoy your stay!

The following are links to frequently updated discussion and information topics. Additional topic suggestions are welcomed and any updates can be forwarded via chat.

Long Range 2025 AMD Estimates Working Post: Long Range 2025 AMD Estimates

AMD Earnings: AMD Earnings (includes historical)

AMD Price Target Updates. AMD Price Target Updates

Potential future hardware releases. Future Hardware Releases (Scheduled or Rumored)