Shay BcIocr

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Shay BcIocr

Shay BcIocr

@BostonMae1

Supporting Our Sisters Caught Up In The Criminal Justice System. In Collaboration W/@Darrell64755043 #TheSpecialist We’re In The Fight🙌🏽#TheInnocentConvicts

Boston, MA Sumali Ağustos 2017
300 Sinusundan121 Mga Tagasunod
Shay Boloor
Shay Boloor@StockSavvyShay·
$INTC CEO says the CPU is reasserting itself as a core foundation of the AI era. He added that the CPU-to-GPU ratio has already moved from 1:8 to 1:4 and could eventually approach parity. Turns out the AI buildout may need a lot more CPUs than the market was underwriting.
Shay Boloor tweet media
Shay Boloor@StockSavvyShay

$INTC Q1 EARNINGS • Revenue $13.6B vs Est. $12.4B • EPS $0.29 vs Est. $0.01 • Gross Margin: 41% vs. Est. 35% Q2 Guidance • Revenue $14.4B vs Est. $13.1B • EPS $0.20 vs Est. $0.08 • Gross Margin: 39% vs. Est. 36% Management also said data center CPU demand remains strong and foundry improvements are running well ahead of schedule.

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Shay Boloor
Shay Boloor@StockSavvyShay·
YTD performance tells you everything you need to know about CPUs becoming the new AI bottleneck: • $INTC +110% • $ARM +93% • $AMKR +87% • $AMD +50% As AI shifts toward inference and agents, the bottleneck moves to the CPU layer that schedules work, manages memory and keeps multi-step systems running at scale.
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Shay Boloor
Shay Boloor@StockSavvyShay·
$AMD UP ~60% IN THE LAST MONTH 🤯
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