@LisaSu@howardlutnick@AMD why is your GPU datacenter business very small compared with NVDA? why were you not confident enough to give AI revenue guidance in the earnings call. You are definitely losing big time while the AI market is hot. this will be the downfall of AMD
I'm not crying, you're crying.
#GooglePixel's Super Bowl spot is so touching.
No one's better at taking a tech feature & telling a wonderfully emotional story while still making sure we all get the product benefit. This script is fantastic.
@LisaSu can you please work to capture the GPU market from NVDA and increase the shareholder value? your market share is still less than 2%, do something @LisaSu
@deepseek_ai should be more transparent on how many H100 GPUs they have and how many they used to train their R1 model. This will be very important for everyone.
$nvda is about to get cooked. Jensen sold GPUs by overselling the cost and AI. DeepSeek came and said you dont need a lot of GPUs. Jensen is also a great salesman and marketer but the reality is different. its time to reduce the price of GPU and orders. i call shorts of $nvda
its time for US tech companies to come forward with AI model cost transparency. DeepSeek came forward and said the training cost is very cheap and thats how models should be. then the inference cost (use paying money) will be reduced. instead of paying $200. @sundarpichai@sama