๐จLisa Su dropped a bombshell
Yet nobody has caught it
$AMD's MI450 will use 2nm technology, while $NVDA's Rubin will use 3nm
A massive power and efficiency advantage
This is breaking news, and I donโt understand why nobody is reporting it
$AMD
๐จ Lisa Su said the quiet part out loud
Again, no one caught it
You can thank me later
Listen to her:
โAs much as we love working with OpenAI, weโre working with other customers as well. Thereโs a lot of excitement around the industry about MI450, and weโre ready for
๐จ $AMZN just bought $85 million in $AMD shares
As reported in their latest 13-F
Do they know something we donโt?
A large purchase for AWS?
Anyway, extremely bullish!