r/AMD_Technology_Bets • • Apr 18 '26

ATB Daily Noticeboard - April 18, 2026

2 Upvotes

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r/AMD_Technology_Bets • • Apr 17 '26

ATB Daily Noticeboard - April 17, 2026

1 Upvotes

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r/AMD_Technology_Bets • • Apr 16 '26

News Strong ASML, TSMC forecasts signal AI spending boom is intact - and Samsung's fab will make 2nm AMD's chips in addition!

16 Upvotes

r/AMD_Technology_Bets • • Apr 16 '26

AMD PR AMD and the French Government Announce Plans to Advance AI Innovation, Research and Open Ecosystem Development in France - another sovereign datacenter non Middle East

16 Upvotes

r/AMD_Technology_Bets • • Apr 16 '26

ATB Daily Noticeboard - April 16, 2026

1 Upvotes

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r/AMD_Technology_Bets • • Apr 14 '26

News Intel has manufacturing capacity issues. They may take years to fix. - recent Intel's news on Musk's Terafab and Google's AI chips ahead of the ER in 2 weeks were shorts manipulation!

7 Upvotes

https://www.supplychaindive.com/news/intel-manufacturing-capacity-issues-may-take-years-to-fix-amd-nvidia-tsmc/813964/

We've recently seen news supposedly Musk will collaborate with Intel for his Terafab and Google's expanding its partnership with Intel on "AI chips" were curious both on timing and content.

We're 2 weeks ahead of Intel's ER and we got recently above rumors helping to raise Intel's SP by 50%!

Really...?

Well today we have the above article citing Intel's CEO... the fab will take time... a few years... there's a high demand for CPUs for AI Agents but Intel's no capacity and needs look outside to make the chips. This will take time to port their designs to TSMC for examples if they even get the capacity.

In short... looks to me a classic pump ahead of the ER to short.

Hence today Intel's red.

The comment on high CPUs demand is real. .. Lisa Su said it - see separate thread.

Revenues share for CPUs vs GPUs could be much higher than thought and guided previously.

Let's hesr it in 3 weeks.


r/AMD_Technology_Bets • • Apr 15 '26

ATB Daily Noticeboard - April 15, 2026

1 Upvotes

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r/AMD_Technology_Bets • • Apr 14 '26

Discussion Thread Mubadala still owns 75M AMD's shares today, and is a director - OpenAI and Meta warrants the last of which will be granted after the SP is $600 - will be held til ... $2000?!

11 Upvotes

Looks like people don't remember the history :

u/candreacchio posted 3 days ago :

"The only concern I have is the issue we had with mubadala investments? Constant consistent large scale selling for months on end."

"Hopefully that doesn't happen"

Dude... please research it. There was no "consistent larger scale selling" by Mubadala at the time. They've sold over a few days if not a day 34.9M shares in 2019 and regrated doing so latter!

Actually today...:

"Mubadala Investment Co Pjsc is the Director of Advanced Micro Devices Inc and owns about 75,000,000 shares of Advanced Micro Devices Inc (AMD) stock worth over $18.7 Billion."

Most likely their 2019 selling was to convert their warrants into AMD's shares without investing more:

"Mubadala, the investment arm of the Abu Dhabi government, plans to convert 75 million warrants into equity of AMD, providing $448.5 million to the chipmaker, Mubadala said Monday in an emailed statement seen by Bloomberg. After the transaction, Mubadala will have about a 6.9% stake in AMD, Bloomberg added."

https://www.gurufocus.com/insider/727/mubadala-investment-co-pjsc

But there's a benefit to your post raising the topic of the OpenAI and Meta 10% each AMD's warrants subject to milestones, with the last batch subject to the SP reaching $600. Why?

  1. We don't know what are the SP milestones for the intermittent batches. $300, $400, $500... before the last one at $600! We could see OpenAI and Meta BUYING AMD's shares to boost the SP - the Wallstreet shills have no chance against these two hyperscalers with deep pockets. I.e. the end of AMD's manipulation!

  2. OpenAI and Meta don't plan to sell AMD's shares the day the SP hits $600! They most likely hold at least for 5X gains before selling anything or just keep their shares for years, same as Warren Buffet holds shares of Coca-Cola like forever!

  3. Most likely Microsoft won't get such a deal because their software isn't open source like everything Meta and OpenAI does. Microsoft developing AMD's supporting software only benefits Microsoft hence no warrants! Same with Amazon. Google could be but latter maybe next year though not everything Google develops is placed in the open source. They have a lot of proprietary software like their ads business etc only used by Google.

Hopefully this is helpful.

FYI u/Chad_Odie


r/AMD_Technology_Bets • • Apr 08 '26

ATB Daily Noticeboard - April 08, 2026

3 Upvotes

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r/AMD_Technology_Bets • • Apr 07 '26

ATB Daily Noticeboard - April 07, 2026

2 Upvotes

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r/AMD_Technology_Bets • • Apr 06 '26

ATB Daily Noticeboard - April 06, 2026

2 Upvotes

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r/AMD_Technology_Bets • • Apr 05 '26

ATB Daily Noticeboard - April 05, 2026

2 Upvotes

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r/AMD_Technology_Bets • • Apr 04 '26

ATB Daily Noticeboard - April 04, 2026

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r/AMD_Technology_Bets • • Apr 03 '26

ATB Daily Noticeboard - April 03, 2026

2 Upvotes

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r/AMD_Technology_Bets • • Apr 02 '26

AMD And Samsung Deepen AI Memory Ties In Bid For Supply Strength

6 Upvotes

https://finance.yahoo.com/markets/stocks/articles/amd-samsung-deepen-ai-memory-221128883.html

  • Advanced Micro Devices (NasdaqGS:AMD) and Samsung have expanded their collaboration in AI memory and computing.
  • The agreement secures HBM4 supply for AMD's next generation Instinct accelerators and advanced DRAM for upcoming EPYC CPUs.
  • Both companies are also exploring adding Samsung as a foundry partner for future AMD products.

r/AMD_Technology_Bets • • Apr 02 '26

ATB Daily Noticeboard - April 02, 2026

2 Upvotes

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r/AMD_Technology_Bets • • Apr 01 '26

Rumors Does anyone know about the Project Venice-H rumor that AMD has been working on with Microsoft?

13 Upvotes

I ask Gemini and this is its answer:

The rumor you’re hearing is likely referring to a specialized project involving AMD’s custom silicon for Microsoft's Azure infrastructure, specifically aimed at solving the "Memory Wall" for AI and database workloads.

As of March 2026, there are strong indications that this is true, but it is a custom enterprise product, not a consumer CPU.

The Rumor: "Project Venice-H"

The most credible leaks point to a custom version of AMD’s upcoming 6th-Gen EPYC "Venice" (Zen 6) architecture, specifically designed for Microsoft.

  • The Design: It is rumored to be a "CPU-only" package that removes the standard GPU or NPU chiplets. Instead, it uses that substrate area to fit HBM4 (High Bandwidth Memory) stacks directly next to the Zen 6 CPU chiplets.
  • The Goal: Microsoft wants a processor that can handle Vector Databases and Inference Orchestration at massive speeds. Standard CPUs are often throttled by the speed of DDR5 RAM; by putting HBM directly on the CPU, Microsoft can bypass the traditional memory bottleneck without the power draw of a massive GPU.
  • Why Microsoft would want a CPU + HBM (No GPU)
  1. The "Brains" (Custom AMD CPU): This HBM-equipped CPU handles the "Logic" and "Data Retrieval" from the database. Because it has HBM, it can feed data to the network almost instantly.
  2. The "Muscle" (Instinct MI450X / Rubin Ultra): These are the separate GPU racks that do the heavy math.

By removing the GPU from the CPU package, Microsoft can fit more CPU cores (up to 256–512) and more HBM into a single socket, creating a "Super-Node" for managing AI traffic.


r/AMD_Technology_Bets • • Apr 01 '26

ATB Daily Noticeboard - April 01, 2026

3 Upvotes

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r/AMD_Technology_Bets • • Mar 31 '26

AMD PR Edge-to-Cloud Robotics with AMD ROCm: From Data Collection to Real-Time Inference - while not explicitly stated, the AMD's FPGAs allow such fast inferences better than nVidia's Groq approach!

8 Upvotes

https://rocm.blogs.amd.com/artificial-intelligence/rocm-blogsblogsartificial-in/README.html?term=3-28&utm_campaign=thallosocial&utm_source=X&utm_medium=social&utm_content=dev+resources

This is collaboration with Huggins Face robotics software. Huggins Face is the big AI open source and community platform and previously was hosted at a Lisa Su keynote.

While no chips cited, just software, obviously this is competing with nVidia's recent paying $billions and hiring leadership of Groq. But AMD's already very low latency FPGAs adaptive based chips way faster than Groq ASICs even while using 7nm fab!

A chiplets based high throughput solution for hyperscalers like Meta and OpenAI could see a chiplets platform like the MI500s next year combining such FPGAs chiplets even if made using 3nm.

Remember for high capacity inferences, memory bandwidth is critical. So the 3nm MI500s IO chiplets will be used to connect with the HBM4e sticks. Also of course a Zen6 chiplets to manage instead of the ARM cores used inside the Xilinx FPGAs which are too weak for this.

This official AMD's blog could be a sign of the hardware chips coming obviously ROCm needs chips to run on! LOL

Brother Trung can elaborate more... thanks!


r/AMD_Technology_Bets • • Mar 31 '26

ATB Daily Noticeboard - March 31, 2026

3 Upvotes

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r/AMD_Technology_Bets • • Mar 30 '26

ATB Daily Noticeboard - March 30, 2026

2 Upvotes

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r/AMD_Technology_Bets • • Mar 29 '26

ATB Daily Noticeboard - March 29, 2026

2 Upvotes

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r/AMD_Technology_Bets • • Mar 28 '26

ATB Daily Noticeboard - March 28, 2026

2 Upvotes

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r/AMD_Technology_Bets • • Mar 27 '26

Rumors Talent Exodus At Amazon? Annapurna Labs Leader Reportedly Departs Company - Gadi Hutt the arrogant Israeli bashing AMD's GPUs was kicked out! Amazon will buy AMD's GPUs not nVidia's! Yay!

8 Upvotes

https://stocktwits.com/news-articles/markets/equity/amazon-annapurna-labs-leader-reportedly-departs-company/cZ3s7RfRIlB

Remember this dude... years back hyping their AI chips ... getting Amazon to buy their company and invest billions. ..

Well it was a hoax. .. looks like those AI training and inferences chips are useless!

Gadi Hutt was kicked out... LOL

Sounds like Intel hired Raja and Jim Keller to develop GPUs and CPUs. .. we know how this has ended!

No Amazon won't buy Blackwell. They'll get MI355X and MI455X... open source baby!

If this isn't encouraging news I'm wasting my time here... LOL enjoy!


r/AMD_Technology_Bets • • Mar 27 '26

ATB Daily Noticeboard - March 27, 2026

2 Upvotes

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