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415.1K views
Huge deal between $NVDA and $INTC.
NVIDIA and Intel announced a multi-generation collaboration across PC and datacenter and NVIDIA will invest $5B in Intel at $23.28 per share. The joint solution will be a tight coupling Intel x86 CPUs and NVIDIA RTX GPUs over NVLink for PCs
141.4K views
What everybody doing the “blah blah blah these are the issues with ASICs, GPUs only” don’t understand:
Having one DC GPU vendor with 9X% share making wild profits are unsustainable and won’t continue because hyperscalers want to be the dominant force and in-control. Nvidia
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Never leaving this app.
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🔥 Top post: Huge deal between $NVDA and $INTC. NVIDIA and Intel announced · 415.1K views
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Huge deal between $NVDA and $INTC.
NVIDIA and Intel announced a multi-generation collaboration across PC and datacenter and NVIDIA will invest $5B in Intel at $23.28 per share. The joint solution will be a tight coupling Intel x86 CPUs and NVIDIA RTX GPUs over NVLink for PCs
Huge, revenue-warrants contractual deal between $AMD and @OpenAI — what it is, what it isn’t, and why it matters.
Overall: This is a massive, multi-year GPU supply + incentive alignment. OpenAI commits to scale on AMD Instinct (starting …
I’m not that into meme sharing but this one was too good to pass up. $INTC
What everybody doing the “blah blah blah these are the issues with ASICs, GPUs only” don’t understand:
Having one DC GPU vendor with 9X% share making wild profits are unsustainable and won’t continue because hyperscalers want to be the d…
I got this amazing pre-birthday gift last night! Best birthday gift ever!! My daughter is doing great!!! Healthy little grandson.
Biggest $AMD announcement of the day is $DELL going big with @AMD in commercial notebooks. Dell has never historically been able to sell tonnage of any non-Intel commercial PCs and AMD wasn't willing to invest in enterprise PC GTM, but eve…
I’m here for the new @PGelsinger who doesn’t communicate through his comms teams. What do you think about the new, based Pat?
Never leaving this app.
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This is fake news. Broadcom did not use PDK 1.0 with their test chip.
$AVGO $INTC
I’ve read this NYT snippet about Fruit Loop chemicals between the US and Canada about 10 times. And wondering what planet the writer/editor was on. I kept thinking there was something I was missing. I wish I were.
I had the chance to talk to @AMD’s @LisaSu and @Intel’s @PGelsinger yesterday about this huge announcement on the extension of X86. It has support from the CEOs of Broadcom, Dell, Google Cloud, HP, HPE, Lenovo, Microsoft, Oracle, IBM’s Red…
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Estimated- Est. 69% real, active audience · Medium fake-follower risk.
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- Organic base — far more followers than accounts it follows.
- Verified account.
- Established account (18+ years old).
- 1.17% engagement — below the ~8.8% typical for this size.
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