Recent content by Vattila

Apologies! (I didn't know the AI aversion was so strong here.) I will use spoiler tags henceforth.

Copilot's take in Think Deeper mode:

Are we there yet? https://www.investors.com/news/technology/intel-stock-intc-q2-2025-earnings-report/?src=A00220 What will happen to the fabs/assets if Intel_14A fails and they go fabless? Beg GlobalFoundries to take them? Consortium?

AdaptiveCpp portable CUDA (PCUDA) "AdaptiveCpp supports a dialect of the CUDA/HIP language called portable CUDA (PCUDA). [...] AdaptiveCpp can JIT-compile the input PCUDA code for any target from a single binary, including CPUs, NVIDIA GPUs, AMD GPUs, and Intel GPUs." Apparently, this is not...

AMD currently has four business segments: Data Centre (EPYC server CPU, Instinct server GPU and APU) Client (Ryzen Threadripper workstation CPU, Ryzen mobile and desktop CPU and APU) Gaming (PlayStation and XBox console contracts, discrete Radeon GPU) Embedded (edge, industrial, military and...

AMD 2024-Q4 EPS Contest (non-GAAP) Rank User EPS Revenue Outlook - Actual $1.09 $7.66B $7.10B - Zacks Estimate $1.07 $7.52B $7.01B 1 Joe NYC $1.11 $7.85B $7.00B 2 Vattila $1.13 $7.80B $8.30B - Bing Copilot $1.05 $7.30B $7.20B 3 Tarkin77 $1.14 $7.90B $8.10B...

He is right to point out that AMD's data centre GPU gross margin has been less than corporate average (ref. CFO Jean Hu statements), but I think he's wrong to presume that this will continue to be the case in the long run. Competition will be fierce, but if AMD can continue to grow share, higher...

Hi, the next AMD earnings report is getting close, and it is time to consider the numbers again. Intuitively, I think there is a good chance that the Q4 results will be pretty good. Barring any unforeseen stall in sales somewhere, and just modelling continued 24% quarter-on-quarter growth in...

Point taken. While my post focuses on operating margins, it greatly exaggerates my actual focus on margins when thinking about my AMD investment. It was just top of my mind when updating my spreadsheets. It is interesting and enlightening to see where the money is generated and to what extent...

Consumers without money, maybe. Those with money love buying premium, often just for the status.

It was disappointing that the outlook fell below market expectations. On the other hand, even with the lower outlook and associated growth projection, AMD valuation is low compared to all-time-high — even compared to the 2021-11-30 intraday high ($164.46), which was well before the completion...

A brief conversation with 4sysops AI --- "the best model for IT" --- about SYCL and AI: Me: What is SYCL lacking to become an alternative to CUDA in the AI field? 4sysops AI: SYCL, a high-level programming model based on C++ designed for heterogeneous computing, is an integral part of Intel's...

Since the AI revolution, the so-called CUDA moat, and how to overcome it, has been even more on my mind. The "CUDA moat" is significant due to the extensive legacy code spanning many use cases in HPC and AI. There must be millions of lines of CUDA code out there. Much of this code, written by...

Nice report — I'm celebrating! Notably, at $743M the Data Centre operating income was for the first time larger than what AMD has ever achieved in the Client segment. The Client income peaked at $692M in 2022-Q1, and has since then utterly collapsed, to just $89M this quarter (up just a little...

While we wait for 2024-Q2 results, here are my segment estimates, assuming they hit the midpoint of their guidance ($5.7B ± 0.3B): OneDrive Any expectation they'll do better or worse?