Brando Lubis

IT Consultant #AI #HPC #Technology #Cloud

[Brando Lubis @brandolubis]

@gippp69 We can use Laptop that have same performance , no need powerbank for mac mini.

[Brando Lubis @brandolubis]

@epldailyupdate @Windekind_Budi @CoachJustinL di ejekin orang netizen pak. Bener gak neh?

[Prastowo Yustinus @prastow]

Arsenal akhirnya (bisa) juara!

Saya jarang sekali menulis tentang Arsenal. Tiap tahun tak pernah tersusun kalimat utuh, dipupus sedih dan kecewa.

Kali ini, izinkan kami bergembira setelah 22 tahun berpuasa, masa penantian yang amat panjang. Ada pasang surut harapan, tak jarang putus asa, sedih, kecewa, marah. Tapi itulah hidup. Momen yang menegaskan batas ketidakmungkinan dalam hidup.

Layaknya iman, biasa mengklaim kokoh namun tak jarang goyah. Yang menyenangkan sbg pendukung Arsenal adalah kenyang dengan ledekan. Itu yg menempa mental kami, hingga ke level sanggup menertawai diri sendiri. Belajar tak iri meski teman lain bergelimang gelar dan trofi.

Kali ini tak penting berapa kali juara, berapa lama paceklik, dan esok akan seperti apa. Hari ini, kini dan di sini, momen indah itu hadir. Amat layak dirayakan sepenuh hati. Bagi saya pribadi, ini sdh seperti pemenuhan eskatologi.

Suatu ketika, iman saya pada Arsenal goyah. Saya mencoba bertahan dan lelah, pengin murtad. Arteta adalah dadu pertaruhan yg tampak menjanjikan tapi tak jarang mengecewakan. Ia seperti enigma atau bahkan nabi palsu. Hari ini ia mewujudkan mimpi lama: juara. Dan kami menghargai pentingnya proses, menjadi paham arti berjuang.

Saya hanya bergumam: imanmu, memenangkanmu.....!

Terima kasih Arteta. Terima kasih seluruh pemain. Terima kasih pemilik. Dan sesama fans yang menjadi sahabat seperjalanan. Menziarahi suka duka panjang yang berakhir manis. 💪🔥🍷🏆

#COYG #Arsenal

@IDGoonerscom @Indo_Gunner @Gooners_Report @gudangbedil @JalanArsenal @BeritaArsenal

[Zyphra @ZyphraAI]

Today we’re announcing 15MW of AMD Instinct MI355 GPU capacity through Zyphra Cloud, our full-stack neocloud powered by @AMD.

[Ibrahim Arief @ibamarief]

Mengapa Negara Menzalimi Suami Saya, yang Tulus Berkorban Banyak Untuk Negara?

Sebagai istri, sakit hati rasanya. Enam belas tahun aku kenal Ibam, dia ngga money oriented. Niatnya tulus. Kalau sudah mau bantu, dia akan benar-benar bantu.

Ibam dituntut penjara 15 tahun dan harus bayar Rp16,9 miliar, kalau tidak maka pidananya ditambah 7,5 tahun.

Berarti, Ibam dituntut 22,5 tahun penjara.

Ibam, yang pernah menolak tawaran puluhan miliar karena merasa misi bantu negara lewat bangun teknologi masih belum selesai.

Sekarang ironisnya dituduh korupsi. Padahal sampai 57 saksi diperiksa, tidak ada satu pun bukti Ibam memperkaya diri. Tidak ada konflik kepentingan untuk memperkaya orang lain.

Dia hanya konsultan teknis, rela tolak tawaran asing, turun gaji demi negara, ngga punya jabatan dan kewenangan, selalu profesional dan netral dalam kasih masukan, tapi terjebak dalam pusaran para elite birokrasi.

Masukan teknis Ibam yang sudah terdokumentasi baik, transparan akan kelebihan dan kekurangan, diceritakan sepotong-sepotong saja oleh pejabat pengadaan. Sehingga seakan-akan Ibam memaksa hanya Chromebook.

Untungnya, Ibam punya banyak dokumentasi yang sudah jadi bukti di persidangan. Sudah terungkap di sidang bahwa:

1. Ibam bukan pejabat, tapi konsultan yayasan. Gaji Ibam sama sekali bukan dari APBN.

2. Ibam baru kenal Nadiem setelah dia jadi menteri. Ngga ada persekongkolan, dan ngga pernah ketemu personal.

3. Di banyak bukti chat & notulen rapat: Ibam tidak mengarahkan pengadaan, tidak buat kajian, bahkan Ibam minta kementerian untuk uji Chromebook dulu.

4. Pejabat Eselon I akhirnya mengakui: dia yang menolak masukan pengujian Ibam, dia yang memutuskan Chromebook lewat SK yang dia keluarkan.

5. Ahli IT telah menyatakan masukan Ibam sudah netral dan profesional, sesuai best practice keahlian, serta benar dalam menyerahkan keputusan ke kementerian.

Puncaknya, nama Ibam dicatut ke dalam SK pengadaan yang tidak pernah dia ketahui sebelumnya. Dalam pengesahan kajian Chromebook yang ditugaskan SK, tidak ada tanda tangan Ibam.

Terungkap juga di sidang, belasan pejabat, termasuk yang berupaya ‘menyalahkan’ Ibam, mengakui telah menerima ratusan juta rupiah suap dari vendor. Namun mereka semua bebas, tidak ada yang jadi tersangka.

Disaat mereka bebas, Ibam ditahan dan dituntut penjara. Bagiku perkara ini jelas. Suamiku bukan pelaku, tapi korban permainan elite birokrasi yang seenaknya melempar semua keputusan mereka pada Ibam.

Sekarang, kami hampir sampai di ujung jalan.

Ibam dituntut 22,5 tahun penjara.

Dua terdakwa lain, pejabat Eselon II di Kemendikbud, yang mengatur pengadaan dan sudah mengakui ada aliran dana sampai miliaran rupiah, dituntut 6 tahun saja.

Semakin kontras ketika surat tuntutan sendiri mengakui: tidak ada aliran dana ke Ibam.

Tuntutan bilang di laporan SPT 2021, kekayaan Ibam naik Rp16,9 miliar. Ibam sudah tunjukkan bukti di persidangan kalau itu dari saham Bukalapak yang didapat jauh sebelum Ibam menjadi konsultan Kemendikbud, tidak ada kaitannya sama sekali dengan Chromebook atau Gojek.

Bukti itu ditolak JPU dalam tuntutannya. Mereka bilang karena Ibam sudah resign, sahamnya hangus. Mereka tidak paham kata-kata dalam surat pemberian saham, bahwa yang hangus hanya “saham yang belum diberikan”. Padahal, sebelum resign juga ada sebagian saham yang sudah diberikan.

JPU menyatakan, karena mereka tolak bukti itu, Rp16,9 miliar Ibam diduga hasil korupsi, jadi mereka tuntut 15 tahun ditambah 7,5 tahun.

Bagi kami, ini puncak dari kezaliman. Ibam yang tidak pernah, sekali lagi, TIDAK PERNAH ADA ALIRAN DANA SAMA SEKALI, dikriminalisasi atas prestasinya bantu negara, yang tidak ada hubungannya dengan perkara.

Dua minggu lagi putusan Ibam akan dibacakan oleh Majelis Hakim, kami tetap berharap keadilan putusan bisa sesuai dengan fakta persidangan.

Karena, ini bukan sekedar perkara hukum, ini menyangkut nasib seseorang, masa depan keluarga kami, anak-anak kami, serta kemerdekaan kami sekeluarga.

Setahun terakhir ini adalah masa yang sangat berat bagi kami. Keluarga kami kehilangan penghasilan, kesehatan jantung Ibam kian memburuk, bahkan tabungan hidup kami terkuras habis untuk biaya medis dan biaya hukum.

Namun, aku bersaksi bahwa Ibam adalah seorang perintis. Hidupnya penuh perjuangan dari kecil, insya Allah kami siap bangun dari nol lagi.

Hanya saja, jika pengabdian untuk Indonesia harus dibayar semahal ini. Jika bukti persidangan sudah seterang ini, dan jika upaya mengkambinghitamkan Ibam sudah sekentara ini, dia tetap dipenjara puluhan tahun...

Ini adalah ketidakadilan yang teramat pahit.

Bukan hanya bagi Ibam, tapi bagi siapa pun yang pernah atau akan bantu bangsa ini dengan niat tulus.

Apa memang berbakti bagi merah putih seberbahaya ini?

Apa memang tidak ada keadilan bagi orang jujur yang sudah berkorban banyak bagi negara?

Tolong bantu kami mencari keadilan untuk Ibam selagi masih ada waktu. Mohon bantu bagikan tulisan ini, pada rekan atau kerabat, konsultan atau pejabat, siapapun yang bisa bantu menyuarakan keadilan dan memberi perhatian.

Agar tidak ada lagi profesional seperti Ibam yang jadi korban kriminalisasi.

Jakarta, 16 April 2026
Ririe - Istri dari Ibrahim Arief (Ibam)

[Rohan Paul @rohanpaul_ai]

Larry Ellison:
“My standard advice to entrepreneurs is you can’t be successful as a small company doing the same thing everyone else is doing… If you’re an entrepreneur, you have to find errors in conventional wisdom.”

[Brando Lubis @brandolubis]

@OnlyArsenalFeed @JalanArsenal Who are they from city that out for afcon ? @grok

[Ricardo @Ric_RTP]

Jeff Bezos' secret AI startup was just LEAKED by The New York Times.

After 4 years of retirement from running companies, he's back as co-CEO of a brand new AI startup called Project Prometheus.

With $6.2 BILLION in funding on day one.

This is one of the most heavily funded early-stage startups in HISTORY.

Here's what we know:

Project Prometheus is building "AI for the physical economy."

Not chatbots. Not content generation. Not another LLM.

They're building AI that learns from the PHYSICAL WORLD.

AI that can design rockets, manufacture cars, build computers, engineer spacecraft components etc.

And Bezos isn't just investing - he's literally co-CEO, running the company day-to-day.

His co-CEO is Vik Bajaj, a physicist and chemist who worked at Google X (the "Moonshot Factory") where he worked directly with Sergey Brin on the self-driving car project that became Waymo.

Together, they've already hired nearly 100 people poached from OpenAI, Google DeepMind, and Meta's AI division.

The company is still in stealth mode. LinkedIn page just says: "AI for the physical economy." That's it.

But here's the thing:

If Project Prometheus succeeds, they won't just disrupt industries - they'll REPLACE entire manufacturing processes.

Right now, designing a new car takes YEARS.

- Testing prototypes
- Iterating on designs
- Running simulations
- Building physical models

What if AI could do all of that in WEEKS?

Right now, building a rocket costs billions and takes decades.

What if AI could simulate millions of rocket designs, test them virtually, optimize everything, then manufacture the perfect design on the first try?

This is the bet Bezos is making.

That AI won't just write better emails - it'll engineer better EVERYTHING.

Everyone sees what's coming:

The next wave of AI isn't chatbots...

It's robots, factories, engineering systems, and physical automation at scale.

Whoever wins this race controls the next industrial revolution.

And Bezos just walked into the arena with $6.2 billion, a co-CEO who built self-driving cars at Google, and a team of the world's best AI researchers.

The name "Prometheus" is perfect.

In Greek mythology, Prometheus stole fire from the gods and gave it to humanity. He was punished for eternity, but humanity got FIRE - the tool that changed everything.

Bezos is saying: "We're bringing the fire of AI to the physical world."

If this works, if AI can actually design better rockets, cars, and computers than humans, we're looking at the biggest technological shift since the internet. Maybe bigger.

Because the internet changed information. This would change PRODUCTION.

And if it doesn't work?

Well Bezos loses $6.2 billion, which for him is like 2.5% of his net worth. A rounding error.

But if it DOES work, he owns the future of manufacturing.

The upside is UNLIMITED.

This is how billionaires think differently.

Most people wouldn't risk $6 billion on a moonshot. Bezos sees it as "$6 billion to potentially control the next industrial revolution."

Not really a risk... That's the best bet available.

When Jeff Bezos comes out of retirement to co-run a company with this much money and this much talent, you pay attention.

Because whatever he's building, it's about to change the game.

What do you think?

[Massimo @Rainmaker1973]

What's inside a CPU

[📹quantaflix]

[Simran Arora @simran_s_arora]

We want more AI in the world. We need to be able to use and experiment with all the kinds of compute we can. We need to be able to use the fastest hardware out there! 💨

[Mike @MikeLongTerm]

$AMD $620/share is too conservative for 2026 🧵

Some quick facts before I dive into this super long thread:

$META allocated 42% GPUs to $AMD and 58% to $NVDA
@OpenAI allocated 6GW(38%) to $AMD and 10GW to $NVDA

My $620 PT below by end of 2026 was only for 10-15% market share. I believe $AMD is going to have much much higher market share than I projected.

The AI accelerator market is exploding, projected to reach $500 billion by 2028(is now heading $1Tril), driven by insatiable demand for training and inference compute in large language models (LLMs), recommendation systems, and autonomous systems. Nvidia ($NVDA) has long held a stranglehold, commanding over 90% market share through its CUDA ecosystem and superior rack-scale solutions. However, @AMD is mounting a formidable challenge, leveraging cost advantages, open-source software momentum, and hyperscaler partnerships to erode Nvidia's moat. Recent deals—such as Meta's ($META) allocation of 42% of its GPU capacity to AMD and OpenAI's commitment to 6GW of AMD compute (versus 10GW for Nvidia)—signal a tipping point. At the forefront is AMD's Instinct MI450 series, a next-generation AI GPU slated for H2 2026 launch, which promises "no-excuses" leadership in training, inference, and distributed workloads. This analysis dissects how AMD will capture more market share and why hyperscalers like $Meta , @xai , @Oracle , and others are poised to become voracious buyers of the MI450.

AMD's AI GPU revenue has surged from negligible levels in 2022 to an estimated $4-5 billion in 2025, capturing ~6% of the data center GPU market. This growth stems from the Instinct MI300X, which offers 141GB of HBM3 memory and competitive FP8/FP16 performance at 20-30% lower cost than Nvidia's H100. Hyperscalers, facing @nvidia 's overcharging, have turned to AMD for diversification. Meta, for instance, plans 600,000 H100-equivalent GPUs by end-2024, with ~42% (or 250,000+ units) sourced from AMD's MI300 series for inference tasks like image editing and AI assistants. Similarly, OpenAI's recent multi-year deal commits to 6GW of AMD compute—equivalent to ~300,000-400,000 MI450 GPUs—starting with 1GW in 2026, explicitly to counterbalance its 10GW Nvidia allocation.

These aren't one-offs. Microsoft Azure, Amazon AWS, and Oracle Cloud Infrastructure (OCI) have integrated MI300X for AI workloads, with Oracle deploying 30,000 MI355X units in zettascale clusters. xAI, @elonmusk Musk's AI venture, ran 30% of Grok-1's production traffic on MI300X GPUs and has confirmed ongoing purchases. Collectively, these partners represent over $400 billion in projected AI infrastructure spend through 2028, with AMD targeting up to 40% market share.

For those that subscribed, I wrote a specific thread on how AMD "secret weapon" is going to change the game in 2026 with an improved designs on all its products, yes AMD has patent on it.

Software is the linchpin. AMD's ROCm platform, once derided as "half-baked," now supports day-zero integration for Llama-4, DeepSeek V3, and GPT-OSS models—closing the CUDA gap. Benchmarks show MI355X (MI450 precursor) outperforming Nvidia's B200 in inference by 1.5-2x on memory-bound tasks, at 25-35% lower TCO. For training, MI450's rack-scale IF128 configuration (128 GPUs, 1.4 PB/s intra-rack bandwidth) rivals Nvidia's VR200 NVL144, enabling clusters like xAI's Colossus (scaling to 1M GPUs).

My below thread projected

Etimated conservative FY 25 revenue: $34-$36B Estimated conservative FY 26 revenue: $55B-$62B

Below is why $AMD is revenue is going to be much higher after @OpenAI deal.

1. OpenAI 1GW in 2026. With high demand for MI355X at $30,000k+ per unit, with MI450 is likely to be sold in the $45k-$55k. We can safely calcuate 1GW would require roughly 400,000 MI450 GPUs. or Roughly ~$20B revenue in 2026 alone from OpenAI.

That would mean $AMD would hit $56B just from one partnership(OpenAI) in 2026

2. $META, the biggest spender on AI Infrastructure right now, Daddy Zuckerberg bought 250,000+ MI300, and is buying MI355X for recommendation engines and Llama training. It is very unlikely for Daddy Zuck to slow down AMD Chips, due to its Inference superiority to NVDA Chips.
Most likely we will see at least 300,000-400,000 MI355X ordered from now toward end of H1 2025. And another 300,000-500,000 MI450 by H2 2025.
Or ~$20B from just @Meta in H2 alone, excluded H1.

3. @xai : Musk confirmed "AMD GPUs work very well" for Grok's small/medium models, with 30% of Grok-1 on MI300X. xAI's Colossus (200K+ GPUs, targeting 1M) and Oracle partnership (via OCI's MI355X cluster) position it for MI450 trials in H1 2026. With $6B funding and Grok integration into Oracle services, xAI could allocate 10-20% ($10B-$15B) to MI450 for distributed inference. We haven't heard the detail from Daddy @elonmusk yet, but most likely not going to be spending less than @OpenAI or @sama

4. @Oracle ($ORCL): A multi-billion-dollar MI355X deal powers OCI's AI superclusters, with $500B+ remaining performance obligations. Larry Ellison's zettascale ambitions and xAI/OpenAI integrations make Oracle a MI450 anchor tenant—projected 50-100k units ($15B+ spend) for enterprise AI platforms.
$ORCL is likely to spend more on the new "secret weapon" due to its capability in AI inference and cost advantage for $500B backlog.

5. Others ( @Microsoft , @amazon , Saudi+other countries): Microsoft (Azure MI300X for training) and Amazon ($148B 15-year spend) test MI450 via Stargate ($500B with Oracle/SoftBank). Emerging buyers like G42 (5GW UAE campus), Crusoe, and Hot Aisle add 5-10GW demand.
These potentially would add $15B-$30B in 2026 alone.

We also need to factor in $TSM supply constraint( $NVDA is TSMC favorite), so $AMD market cap/growth is being tamed by TSMC.

So what are you saying Mike, well $AMD 2026 revenue could hit $90-$100B by end of 2026 or nearly 185% growth YoYo.

So what does that mean for valuation?

I have no idea how Mr. Market gonna value AMD in 2026 with 3 digits growth. My Conservative $620 was my best projection until today with @OpenAI partnership. I'm telling you as one of the biggest AMD bull, that I will leave it to "smart money" and other investors to do the price discovery while I'm chilling and writing DDs daily.

Lastly, AMD's MI450 isn't hype—it's a calibrated strike at Nvidia's vulnerabilities, amplified by hyperscaler bets like Meta's 42% allocation and OpenAI's 6GW lifeline. By prioritizing inference efficiency, rack-scale innovation, and open ecosystems, AMD will siphon 10-15% share in 2026, scaling to 20%+ as TCO trumps CUDA loyalty. Meta, xAI, Oracle et al. aren't passive; they're active co-designers, betting billions on MI450 to fuel AGI pursuits without Nvidia's premium. For investors, this is AMD's inflection Per Dr. @LisaSu

Not Financial Advice!

[Mike @MikeLongTerm]

$AMD called it!

First, Congratz to all my @AMD OG shareholders. We again proved Wall Streets are sexist.

I may have to raise my $620 PT by end of 2026, because of deal like this from @OpenAI. We may have FOMO situation from $META $ORCL bidding up @AMD GPUs price. Potentially pumping MI450 to $50k-$55k per unit. Btw Meta allocated 42% of its AI GPUs to AMD.

I said again and again that, Do not underestimate Dr. @LisaSu . Her leadership revived AMD and now going to be top 10 most important companies in the world. We are heading there!

I been called crazy and delusional many many times on my long term, especially the highest conviction/allocation
$PLTR $AMD $TSLA.

And 2 major are $GRAB and $XYZ

And that is ok. I know my threads are long, not many are willing to read all of it. I had thousands of complaints that my threads are too long, and have too much information. Btw you can use @grok to get the TLDR.

Noted that $620 PT by end of 2026 below is a conservative projection with 10-15% market shares in AI Acclerator.

People also called me crazy to invest in $GRAB for about 8 months now. And I'm up over 32% on it and core position is finished. 100% on Public portfolio is also up over 23%. Just "a chinese company" is not going to help your bear case!

The truth is, what I wrote are backed by data and research. I talk mostly about the companies I own.

Most of what I write are Free.99. So If you want to support what I do, Like, Repost to support the X Algo.

And if you want to support more of what I do, consider subscribe.

Alright, that is it.

Not Financial Advice!

[AMD @AMD]

Today, we’re announcing a multi-year, multi generation strategic partnership with @OpenAI that puts AMD compute at the center of the global AI infrastructure buildout.

✅ 6GW of AI infrastructure
✅ Initial 1GW deployment of AMD Instinct MI450 series GPU capacity beginning 2H 2026
✅ Enabling very large-scale AI deployments and advancing the entire AI ecosystem

More here: https://t.co/hGA8zSA6sM

[Lisa Su @LisaSu]

Honored to join President @realDonaldTrump and other industry leaders at the White House to discuss America’s AI leadership and all we can do to accelerate our pace of innovation. Thank you @realDonaldTrump for the incredible support of our industry.

[Brando Lubis @brandolubis]

@LisaSu @realDonaldTrump Future is bright..

[Mike @MikeLongTerm]

$TSM will allocate more GPUs to $AMD ✅

After this $NVDA $5B Equity in $INTC, $TSM is likely to accelerate GPUs allocation for $AMD, specifically MI350 series, most importantly the game changer MI450 in 2026.

ROCm 8 is on track to launch with MI450.

I'm still in the camp of 2 million-3 million GPUs allocation(2026) from $TSM as relationship deepens with improved manufacturing capability from TSMC.

AMD is a major TSMC customer, relying on TSMC’s 3nm and 2nm nodes for its EPYC CPUs and Instinct MI300/MI400 AI GPUs. Reports confirm AMD as one of the first customers for TSMC’s 2nm N2 node, with mass production expected in 2026.

If Nvidia invests in Intel’s foundry, it could shift some of its GPU production to Intel’s 18A node, which Intel claims is competitive with TSMC’s 2nm process. This could reduce Nvidia’s demand for TSMC’s capacity, potentially allowing TSMC to allocate more to AMD. This is just $5B equity, with no manufacturing investment/commitment

However, integrating Intel’s foundry into Nvidia’s supply chain would face challenges, as Intel and TSMC use different processes, chemicals, and tools. Any shift would likely be gradual and not significantly impact TSMC’s allocation in 2026.

[Brando Lubis @brandolubis]

A closed ecosystem is a cage.
You can exist inside it, but never soar.

An open ecosystem is a canvas.
It asks more of you—creativity, effort, imagination—
but gives in return the freedom to paint without borders. 🎨

That is the spirit of ROCm from AMD.
Open. Independent. Built on AMD Instinct™ GPUs—
so your AI future is never trapped by a single vendor.

👉 Explore via AMD Developer Cloud: https://t.co/nzJqkIMKMI

The future of AI won’t be written in a cage.
It will be painted on an open canvas. ✨
#ROCm #CUDA

[Brando Lubis @brandolubis]

@bareejeste Is it true @grok ?

[Brando Lubis @brandolubis]

In this decade, the most valuable chip won’t just be the fastest — it will be the smartest, greenest, and most strategically placed in a global tech ecosystem.
AMD is in a unique position to deliver on all three.

Question to my network:
Which of these trends — AI Agents, Quantum, or Green Tech — do you think will transform your industry first?

#AI #AIagents #QuantumComputing #GreenTech #AMD #Sustainability #Innovation #TechTrends2025 #HPC #datacenters