https://x.com/hypertechinvest/status/1899240340076237214
JUST IN: $ORCL signed a multi billion dollar contract with $AMD to build a cluster of 30,000 of their latest MI355X GPUs
6 replies (most recent on top)
The Gaudi advertising that it is used in Intel fabs are fake and manipulated. People made the fake demo and showed to CEO Pat, it is broadcasted to the world. This is a typical Intel lie from TD to Pat. We can not completely blame Pat, because TD sent him fake messages. Ann and other TD managers told lies to Pat. The poor Pat was cheated by many people beneath him. This 4Y5N (4 year and 5 nodes) is completely lies from Ann.
AMD is going into their 4th year of flat earnings. I read $40 a share is realistic.
Next GPU product will be named Dead Shores
Typical Intel, it takes a special kind of stupid to lose a monopoly.
March 2023 - Intel Axes Rialto Bridge GPUs, Delays Falcon Shores to 2025
https://www.tomshardware.com/news/intel-axes-rialto-bridge-gpus-delays-falcon-shores-to-2025
Jan 2025 - Intel cancels Falcon Shores GPU for AI workloads — Jaguar Shores to be successor
https://www.tomshardware.com/tech-industry/artificial-intelligence/intel-cancels-falcon-shores-gpu-for-ai-workloads-jaguar-shores-to-be-successor
Somehow I don't have a lot of confidence in Jaguar Shores.
Intel has broken relation with Oracle from long time ago. Intel is not paying license fees to Oracle and is not willing to use Oracle, why Oracle want to business with Intel.
Ask the stupid CEO and managers how they have broken the relationship.
Su-ks. Habana has a pile of issues that they are working through slowly for the past 9 months on Gaudi3.
Worst timing for Intel with no GPU roadmap after Gsudi.