ihavephishues

@OakenshieldVGX Do you realize that the data center is really like 10% of the equation here. the control plan is the whole important part

$IREN vs. $NBIS IREN: $16B MC 3GW secured NBIS: $32B MC 1 GW secured Assume both have equal capabilities to execute expansion. IQ test: Which one has the most upside {Hint IREN:NBIS (GW/MC ratio)=0.167:1} $IREN 🚀

@StockSavvyShay Its not helpful to add more cars to the road. Also depreciation on a car is way higher. Sidewalk robots seem much better long term.

$GOOGL Waymo just partnered with $DASH to launch autonomous deliveries in Arizona. Autonomy wins B2B first since logistics scale faster than passengers & this is Waymo locking in that lane early.

@alc2022 Lol

$AMD is going to be bigger than $NVDA

@The_AI_Investor AMD - gives openai 10% of their company just to buy their product - and only for inference. And stock explodes. Dumb market rn. Scary.

$NVDA is down today because: - Sam Altman said AMD deal is all incremental to our work with NVIDIA (and we plan to increase our NVIDIA purchasing over time). - AMD is far inferior that it had to sell itself to sell its products. - The world needs much more compute. Make sense?

@amitisinvesting @esperitucapital No it means NVIDIA that good and AMD couldn’t get anyone to buy their stuff otherwise

@esperitucapital $AMD could be getting $40-$50B revenue from this, makes sense to sell equity in the company Especially because they grew datacenters by 14% in Q2, they needed a deal to reaccelerate growth

BREAKING: OpenAI and AMD have announced a multibillion-dollar partnership to build AI data centers using AMD’s MI450 chips starting next year. Details: - OpenAI committed to purchasing 6 gigawatts of AMD chips, expected to generate tens of billions in revenue for AMD over the next five years, with each gigawatt costing tens of billions. - OpenAI will receive warrants for up to 160 million AMD shares (about 10% of the company) at 1 cent per share, contingent on meeting deployment milestones and AMD’s stock price increasing. $AMD has broke $200 and is +24% in the premarkets.

@amitisinvesting So AMD had to give away 10% of its company to convince OpenAI to use its product? And even then, only for inference. LOL.

@AMD @OpenAI So AMD had to give away 10% of its company to convince OpenAI to use its product. And even then, only for inference. lol

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: bit.ly/3KzsnFk