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Tech-Tok

[Evan @StockMKTNewz]

AMD $AMD JUST UNVEILED HELION, A SERVER RACK BUILT FOR AI AGENTS

It's an open design that AMD plans to give to the Open Compute Project,

- CPU-only version with up to 32,768 cores for hyperscalers
- All-in-one version with EPYC CPUs and Instinct MI350P GPUs for businesses
- Comes in liquid-cooled and air-cooled versions
- A built-in router sends agents' requests across frontier and open-source models
- Available in November 2026

[💎👐🚀🌑🚫🐱 @RxPillMe]

@niccruzpatane @Starlink @SpaceX What's the max data speed?

[Ally @treasureh8nter]

AMD becomes the #1 x86 server CPU vendor in 2027!!!! 🔥🔥🔥

My former employer BoA have estimated that $AMD will overtake $INTC CPU Revenue by 2027E, in addition, AMD will generate $64.6B Server CPU revenue annually by 2030.

AMD will grow their Server CPU revenue 6.7x from 2025 to 2030 with a CAGR of 39.6%!!! 💪💪💪

Meanwhile, Intel will only be able to muster a 22.2% CAGR during the same time period……

This is indeed a DAMNING blow to Intel…… 😭😭😭

The Agentic AI era has arrived and AMD are in POLE POSITION to lead!!!

#AMD #AI

[💎👐🚀🌑🚫🐱 @RxPillMe]

@PatrickMoorhead I'd love it if AMD can move their client APUs and gaming consoles APUs to Samsung and leave all the high margin products at TSMC (Epyc, Instinct and MIXXX), that way consumers can get access to more affordable semis for laptops and gaming consoles

[💎👐🚀🌑🚫🐱 @RxPillMe]

@CuriousTraderIE No one went broke taking profits. Congratulations on your next life goals

[AMD @AMD]

To meet the aggressive performance goals of AI, leaders need reliable solutions.

@OpenAI shared why their team selected AMD EPYC “Turin” CPUs to host its Jalapeño AI ASIC deployment, citing platform strength, partner experience and the importance of reducing unnecessary risk.

More from @TomsHardware: https://t.co/fQUt37qNgw

[AMD @AMD]

We're enjoying our Saturday morning ☕, a bit of 📰 and seeing our AMD vLLM commits.

Open source FTW.

[💎👐🚀🌑🚫🐱 @RxPillMe]

@Shaun1725 @MikeLongTerm @AMD Bro stop it! Get AMD out of Cramer's mouth

[John Tinsman @JohnTinsmanAOT]

AMD: MY TOP PICK $AMD

AMD has the potential to grow their earnings by 16x over the next 3 years in my opinion, driven by surging CPU, GPU, datacenter, and personal compute demand.

400% higher revenue and a profit margin that expands from 19% today to 76% in three years is what could make the 16x EPS growth possible.

There are few stocks in the market that has the upside potential of AMD in my opinion.

[Mike @MikeLongTerm]

BREAKING $AMD just hit ATH!!! 🚨🚨🚨🚀

Called it!

Congratz to all @AMD Team and shareholders!

[Ally @treasureh8nter]

I present to you @LisaSu the Godmother of AI……

Lisa Su has been one of the most important executives in turning AI from a research phenomenon into an industrial computing market:

•She rescued $AMD from strategic decline after becoming CEO in 2014.

•She repositioned AMD around high-performance computing, chiplets, data-centre CPUs and GPUs, the infrastructure on which large-scale AI depends.

•She made AMD a credible second source to Nvidia in accelerators, giving hyperscalers and AI companies an alternative supplier.

•She helped establish the idea that AI infrastructure is a complete platform: silicon, packaging, memory, networking, systems and software, not simply a GPU.

•She has consistently framed AI demand as a long-term, infrastructure-scale transformation rather than a short-lived product cycle. Stanford describes her tenure as taking AMD from near-bankruptcy to the cutting edge of technology.

Su has been a mother figure of AI’s hardware-industrial expansion, she helped make the competitive supply of AI compute possible, particularly at a time when Nvidia’s dominance might otherwise have become even more absolute.

AMD’s chips now underpin a substantial part of the broader AI ecosystem, and Su’s leadership has made the company a serious strategic partner for cloud providers and other technology companies.

[Mike @MikeLongTerm]

BREAKING $AMD @OpenAI is hosting its Jalapeño inference ASICs on AMD EPYC “Turin” CPUs, Hardware VP Richard Ho says $NVDA VERA is not mature enough yet for that role! 🚨🚨🚨

Told you! @AMD > $ARM based to scale Agentic AI for months and years! @MikeLongTerm was right again again and again!

In a Tom’s Hardware Premium interview, Ho called the Turin choice pragmatic and de-risking. Each host uses dual Turin class EPYC parts with 1.5 TB of DRAM. He said Vera as a standalone is “a little bit behind… on that maturity level,” while Turin was already strong enough and partners already had experience with it. The Jalapeño program aimed to be aggressive on performance and cost without taking extra platform risk.

[💎👐🚀🌑🚫🐱 @RxPillMe]

@MikeLongTerm @AMD AMD is priced for perfection, Q4 guidance needs to be incredible. I still think we sell off after Q3 earnings though.

[Ramine Roane @roaner]

AMD MI355X out-earns Nvidia serving MiniMax M3
65 tok/s: MI355X $6.21 vs B200 $3.86 (+61%)
150 tok/s: MI355X $2.52 vs B200 $1.63 (+55%)
GB300/GB200 NVL72 lose money 📉

[💎👐🚀🌑🚫🐱 @RxPillMe]

@MikeLongTerm Not to mention Open AI dot runs on 4th gen Epyc

[💎👐🚀🌑🚫🐱 @RxPillMe]

@AMD Dots and Muse! What Anthropic or Google have for Epyc?

[AMD @AMD]

Personal agents are EPYC. #IYKYK ... 👀

[💎👐🚀🌑🚫🐱 @RxPillMe]

@zillowgonewild How does one keep the windows (wall of windows) super clean all the time?

[AMD @AMD]

Meet AMD Ross™, the agentic AI assistant for embedded developers.

AMD Ross automates complex, repetitive workflows, scales expertise, and helps teams move faster, from design intent to execution through natural language interactions.

Learn more: https://t.co/AQTzz8PxgT