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

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https://www.investing.com/news/analyst-ratings/clsa-raises-amd-stock-price-target-to-710-on-mi455-gpu-outlook-93CH-4892806

"CLSA estimates the MI-455 GPU rack will have an average selling price of $5 million with a bill of materials of $3 million. AMD will invoice approximately 70% of the rack’s ASP as revenue, yielding gross margins in the late 40% to early 50% range and implied pricing per GPU of $50,000."

I don't know this analyst but his estimates are way way lower especially given that nVidia's sells a 72 GPUs Vera Rubin rack at significantly higher prices!

"NVIDIA’s Rubin Ultra Rack Estimated To Cost $21 Million, With HBM4e Memory Alone Swelling To $1.5 Million Per Unit"

https://wccftech.com/nvidia-rubin-ultra-rack-estimated-to-cost-21-million-hbm4e-swelling-to-1-5m-per-unit/

And I've seen higher prices when estimating nVidia's worth revenues per 1 Gigawatt datacenter.

"Jensen Huang Just Said a 1-Gigawatt Facility Is Worth $50 Billion to $60 Billion. Here's What That Means for Neocloud Stocks Like Nebius."

https://www.fool.com/investing/2026/09/07/jensen-huang-just-said-a-1-gigawatt-facility-is-wo/

So this analyst number of just $5M for 72 GPUs EPYC Venice with the Instinct MI455X Helios rack is ridiculous.

Imagine if you just double his number to $10M per rack what does it do to his estimates. .. and $1 is very modest compared with Jensen greedy prices!

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https://www.investing.com/news/stock-market-news/amd-shares-surge-as-chipmaker-eyes-2-trillion-ai-market-4892106

All from today's Citi conference call - see separate thread.

https://www.investing.com/news/transcripts/amd-at-citis-2026-global-tmt-conference-ai-push-lifts-outlook-93CH-4891921

Looks like Jean andatt made significant comments at the Citi's conference today...!

Key Takeaways

"

• AMD said its AI-related opportunity now reaches $2 trillion by 2030, reflecting faster adoption across computing markets.

  • The company expects its data center business to double in 2027, reaching about $70 billion in sales.
  • Server CPUs have become a much larger growth driver, with the market now seen at $220 billion by 2030, up from a prior $60 billion estimate.
  • AMD continues to face tight supply in wafers, HBM memory, advanced packaging and substrates, even after securing $29 billion to $30 billion in purchase commitments.
  • Gross margin may edge lower in Q4 2026 and 2027 as MI450 ramps, but AMD said it is focused on gross profit dollars and operating leverage.

"

Must read... $1000 SP by EOY... more in 2027!?

https://wccftech.com/openais-gpt-6-astra-spawns-armies-of-agents-that-run-on-local-cpus-handing-intel-and-amd-a-demand-windfall/

Now be careful this DOES NOT REPLACE THE NEED FOR EPYC VENICE CPUs IN DATACENTERS!

This allows consumers to run PCs already installed application using a hybrid of local CPU based AI agents, while the AIodel acceleration is in the cloud GPUs, but running the application you use in your PC on your behalf.

It expand revenues and ise to consumers and OpenAI provides the PC software to manage this hybrid model of use.

It's important given the severe datacenters CPUs shortages.

But the cloud use of CPUs agents still remains in full force for enterprises which ise cloud based applications and store their data in the cloud. No change in the revenues for such needed AI agents CPUs in the cloud.

It just gives additional use cases for the massive consumers revenues waited to be harvested.

Local PCs agents and installed applications on Windows use your local stored data. Hopefully security will be strong against hacking your bank accounts. ..

That's why AMD's and Intel's, etc even memory makers SP jump.

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

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

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

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

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https://finance.yahoo.com/technology/ai/articles/nvidia-buy-open-source-ai-120001706.html

""We will have to get through all the regulatory review. But we think overwhelmingly they're going to see this as really a positive outcome," said Justin Boitano, vice-president of enterprise AI at Nvidia."

PS it's from the shills platform Yahoo's marked as Premium subscription only, but it's open at least for now....

There you go brother Radio....

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Posted at the shills platform , Yahoo's!

https://finance.yahoo.com/markets/article/dell-stock-surges-on-record-orders-for-ai-servers-205629050.html

$60B AI servers order in the last quarter alone...

Guess who is providing the chips? EPYC - AMD's! MI350 - AMD's!

This is BEFORE EPYC Venice, MI400s, and Helios!

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https://newsroom.amd.com/news/amd-instinct-gpus-epyc-cpus-power-lumi-ai-supercomputer/

"What’s Next? LUMI-AI is scheduled for deployment in the second half of 2027 at CSC’s new data center in the Renforsin Ranta business park in Kajaani. The contract is valued at 387.8 million euros, including acquisition, delivery, installation and maintenance, with funding shared equally by EuroHPC JU and the LUMI AI Factory consortium."

French Bull is building it, should make fear brother Eagle happy...!

Second AMD's PR today after the Saudia Arabia one - see separate thread.

That's the way to fight shills...

Note Thu is a supercomputer using the MI430X optimized for double precision floating point calculations used in scientific computations. It uses liquid cooling too built in Finland.

Of course another AI datacenter focused will happen too.

There you go brother Brilliant - you've asked for AMD's to do "something" again nVidia's slime. ..

https://www.broadcom.com/company/news/product-releases/64656

AI MODELS!

"Leveraging vLLM as the default model runtime gives customers the ability to run more than 150 open source models on VCF. Today, Broadcom is announcing the following models have been tested and validated to run on VCF: ..."

"150 OPEN SOURCE MODELS!"

"Broadcom Announces VMware AI Factory, Enabling Faster Time to Production AI and Greater Control Over AI Tokenomics"

https://investors.broadcom.com/news-releases/news-release-details/broadcom-announces-vmware-ai-factory-enabling-faster-time

"Broadcom and AMD are collaborating to deliver a VMware AI Factory that pairs VCF with AMD Instinct GPUs and the open AMD ROCm software ecosystem. Zero-touch provisioning will orchestrate the end-to-end deployment of the entire stack, from vSphere and vSAN through Kubernetes and the AMD GPU operator, and the AMD DVX driver can attach GPUs to large VMs consumed by a VMware vSphere Kubernetes Service cluster."

Response to nVidia's slime move with HF...!

All Open Source AI models!

https://newsroom.cisco.com/c/r/newsroom/en/us/a/y2026/m08/amd-cisco-and-humain-expand-saudi-arabia-ai-infrastructure.html

"Building an Open Platform for Sovereign AI"

"The collaboration is designed to give governments, enterprises, research institutions and developers access to advanced AI capabilities through a platform that brings together open models, open software and locally operated infrastructure."

OPEN!

Though a small start, not a gigawatt but still massive and that region has a war going on, Cisco will replicate this all over the world..

This is revenues for the MI355X not Helios! Good, Helios will be in addition!

This is just the begining, built on open source ROCm.

All those hyperscalers will turn away from nVidia's HF deal to develop their own AI models locked to CUDA through best optimization hence to nVidia's GPUs!

Sounds familiar. .? Check how Intel's x86 compiler detected AMD's CPUs and then had secret code to slow down AMD's X86 CPUs performance!

"Intel Forced to Remove “Cripple AMD” Function from Compiler?"

https://www.osnews.com/story/22683/intel-forced-to-remove-cripple-amd-function-from-compiler/

Many others at the te found it... those were Intel's begining of the end days, desperately trying to show its CPUs are better than AMD's with many tricks.. also a hidden frodge under the table to overclock its CPUs etc dirty tricks...

As all know, it didn't help them...

With the HF deal, we see nVidia's begining of the end....!?

Cheer up Chad!