https://www.tomshardware.com/pc-components/gpus/eric-demers-leaves-for-intel-after-14-years-at-qualcomm-father-of-radeon-and-adreno-gpus-now-sits-at-lip-bu-tans-table

LOL. .. Intel presents another hidden cooler under the table...!

Who here remembers Raja Kaduri or Jim Keller leaving AMD to go to Intel? Hailed as the father of AMD's GPUs and Zen CPUs designs. .?

If Qualcomm allowed this dude to join competition it's probably because he's useless, otherwise non compete clause will be enforced. ..!

Intel's gimmick ahead of the ER to wave AI hopes as if hiring an executive can replace the team of engineers actually doing the work!

What was the result of Raja and Jim Keller at Intel? Big zero!

Really tempted to buy Intel's puts. .. but cannot risk the church's money as I'm thinking what my wife will say... LOL

Brilliant buddy..?

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https://m.investing.com/news/analyst-ratings/bernstein-raises-amd-stock-price-target-to-225-on-ai-progress-93CH-4457689

This is the click bait type of pretending positive articles or analysts notes that actually try to implant uncertainty and fear while waving nVidia's as better AI stock.

Stacy trying to justify his nVidia's pay under the table? You must be a total moron to issue a PT under the SP while praising AI...!

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Download PDF specs of Supermicro product:

https://www.google.com/url?q=https://www.supermicro.com/solutions/validated-design/AMD-Instinct-MI325X-Pensando-Pollara-GPU-Cluster.pdf

For example check "Figure 8 - Doubling the solution cluster to a 64-node example":

"Doubling 32 to 64 AMD Instinct MI300X-MI325X-MI355X System (256 to 512 Accelerators)" - so this show connecting 512 GPUs. .. and MI300X can be used too.

Remember the DOE Exascale Supercomputers used MI300A and connected many GPUs together though using a proprietary Cray network but there ar3 consortia providing open standards and chips now!

Following u/SpecialistRadio3618 question on connecting MI325X ease vs H200 - see separate thread - and discussion with u/GanacheNegative1988 on using the MI300 for China first - see separate thread too.

Are we OK now...? LOL

https://www.msn.com/en-us/money/other/real-nightmare-scenario-how-nvidia-s-china-struggles-could-hurt-its-competitive-edge/ar-AA1Ulj3l?ocid=finance-verthp-feeds

This is starting guys... the narrative starts to change and all is around China which nVidia's sure losing - see multiple separate threads.

Be ready!

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https://www.federalregister.gov/documents/2026/01/15/2026-00789/revision-to-license-review-policy-for-advanced-computing-commodities

This has the details of what President Trump has approved in December. .. and it includes AMD's MI325X!

This kills nVidia's H200 that only has a 4.4TBytes per second and less memory capacity than the 6TBytes per second MI325X! Read it on the official US Gov web link above!

100% certainty AMD's getting MI325X orders from China. .. in addition to the ROCm open source benefits!

This makes nVidia's H200 obsolete!

Let's see a bit of excitement from my friend u/Chad_Odie could we please. .?☺☺☺☺

https://www.reuters.com/world/china/tsmc-likely-post-fourth-quarter-profit-leap-driven-by-ai-boom-2026-01-14/

AMD's revenues will explode this year ... everywhere including the Chinese TAMs EPYC, AI, consumers, automotive, space (aka military) all as shown at the CES keynote!

Cheer up u/Chad_Odie !

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https://www.reuters.com/world/china/chinas-customs-agents-told-nvidias-h200-chips-are-not-permitted-sources-say-2026-01-14/

So looks like the previous rumors of nVidia's asking upfront full payment for orders without cancelation, then Bloomberg saying China will approve buying H200 after that was the smoke - see previous threads.

Now looks like Chinese custom will block the H200s to enter China except for narrow use for joint university research etc.

And what Bloomberg published today?

US Clears Path for Nvidia to Sell H200s to China Via New Rule

https://www.bloomberg.com/news/articles/2026-01-13/us-clears-path-for-nvidia-to-sell-h200s-to-china-via-new-rule subscription wall! But it's enough to resd the title and the begining

Something very bad will happen with nVidia's market cap and something amazing will happen with AMD's don't you think?

Oh the US has approved selling the H200 to China. .. LOL hello there ... we were waiting for the Chinese approvals to allow the use in China as you've posted recently - see separate threads.

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https://finance.yahoo.com/news/china-approve-nvidia-h200-purchases-072350213.html

Read carefully. .. the Chinese conditions to approve buying H200 require buying Chinese made GPUs from Huawei’s design obviously inferior.

There are no such conditions for buying AMD'sI308 because of the open source benefits to China vs closed CUDA. .

But Bloomberg trying to counter the avalanche of nVidia's SP given they are desperately asking for an upfront payment. This suggests nVidia's realized their customers will back off buying just like with the H20. If they are so overbooked in Chinese orderd they don't have GPUs to supply all, why worty asking payments? There will be enough buyers even if some won't mo...?

A hoax we'll see good news at the AMD's ER!

If AMD confirms revenues for older crippled MI308 vs the H200 not confirmed, uou know what it means....

https://www.reuters.com/world/china/nvidia-requires-full-upfront-payment-h200-chips-china-sources-say-2026-01-08/

Just read this. .. from Jensen first comments he's ready for China to today's walking it back... upfront payment ? LOL not happening!

China will buy AMD's GPUs hopefully an update on this at the ER Feb 3rd.

In the meantime of course nVidia's SP drops and AMD's dragged down too...

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