$Meta Platforms (META.US)$ $Microsoft (MSFT.US)$ $Advanced Micro Devices (AMD.US)$ $NVIDIA (NVDA.US)$
Key Details:
📍 Meta, OpenAI, and Microsoft announce plans to use AMD's latest AI chip, Instinct MI300X, signaling a shift from Nvidia's costly GPUs.
📍 The MI300X, with its advanced architecture and 192GB HBM3 memory, promises faster data transfer and larger AI model support.
📍 AMD's CEO Lisa Su highlights the potential for better user ex...

$Advanced Micro Devices (AMD.US)$ "I'm not a believer in moats when the market is moving as fast as this," Su said at the 2023 Code Conference.“We’re doing a bunch of interesting work with AMD, and I think they’re making increasingly compelling GPU offerings," Scott said. "I think they are gonna become more important in the marketplace in the coming years."

$Advanced Micro Devices (AMD.US)$ "AMD expects the acquisition to be accretive to non-GAAP margins, non-GAAP EPS and free cash flow generation in the first year." A surprise to many bears!
"While 16 months ago, scale was one of the drivers for AMD acquiring Xilinx, AMD has increased its revenue to such a point that that Xilinx can benefit a lot more from it than AMD can. I can see Xilinx getting wafer and packaging cost reductions as well as ATMP cost reductions...

$Intel (INTC.US)$ $Advanced Micro Devices (AMD.US)$ $NVIDIA (NVDA.US)$ $Qualcomm (QCOM.US)$ In June, the US Senate passed a series of Innovation and Competition Acts. The next stage will be how the money is divided up. The most direct beneficiary of the bill is Intel, the nation's largest chipmaker, which has been actively lobbying the government to prepare for potential funding. But America's other biggest chip companies, such as Qualcomm, AMD and Nvidia, are also lobbying the government. These chip companies are mainly chip design companies, mainly rely on partners for chip production.

$Advanced Micro Devices (AMD.US)$
AMD EPYC™ Processor Offerings Continue to Grow at AWS With New Instances for General Purpose Compute
https://www.amd.com/en/press-releases/2021-11-30-amd-epyc-processor-offerings-continue-to-grow-aws-new-instances-for

$Advanced Micro Devices (AMD.US)$ Steady to accelerated market share expansion: the simple reason to Buy and Hold!
Tencent Cloud and AMD Join Forces to Launch StarLake Servers in Southeast Asia:
https://www.hpcwire.com/off-the-wire/tencent-cloud-and-amd-join-forces-to-launch-starlake-servers-in-southeast-asia/
Tesla Model Y Switches From Intel to AMD Ryzen Processors:
https://www.tomshardware.com/news/tesla-model-y-amd-ryzen-intel-switch

$Advanced Micro Devices (AMD.US)$ $Xilinx (XLNX.US)$ $NVIDIA (NVDA.US)$ $Intel (INTC.US)$ Growing preference of EPYC processors reslulted in the number of AMD-powered supercomputers growing 3.5x year over year
https://finance.yahoo.com/news/amd-processors-accelerating-performance-top-140000929.html .
The Supercomputer wins and CLoud wins will accelerate Enterprise server market wins. I expect more enterprise server maket growth for AMD in the coming years.

$Advanced Micro Devices (AMD.US)$ As a high performance computing leader, AMD is the future, knowing Lisa Su is leading a very competent team making money for me every day, I am really feeling good. AMD, my strong hold.

$Xilinx (XLNX.US)$ $Advanced Micro Devices (AMD.US)$ $Intel (INTC.US)$ $150, sky is the limit. My strong hold.