Daniel Romero@HyperTechInvest> Moonshot doesn’t have enough compute > OpenAI doesn’t have enough compute > Anthropic doesn’t have enough compute The market: Let’s liquidate semis, neoclouds, and data center stocks There are so many attractive valuations right now This drawdown is retardedOpens with an observation
Daniel Romero@HyperTechInvest$AMD announces its new data center portfolio: ▪ Helios: Hyperscale AI rack featuring 72 GPUs powered by MI455X ▪ Develop-to-deploy 8-GPU enterprise platform based on MI440X ▪ Hybrid platform combining Venice-X CPUs and MI430XOpens with an observation
Daniel Romero@HyperTechInvestMore information on $AMD's next AI accelerator: MI500 ▪ Up to 1,000× performance improvement versus MI300X ▪ Built on a 2 nm process ▪ HBM4E memory ▪ CDNA 6 architectureOpens with a number