u/Administrative-Ant75

A big narrative is that AMD will capture wads of cash from the upcoming CPU shortage for agentic AI. The premise itself makes a lot of sense:

The GPU:CPU ratio will go from (ballpark) 5:1 to 2:1 or even 1:1. AMD has the best data center CPUs, $AMD to the moon!

Only problem is that if CPU demand goes to the sky, won't TSMC just capture those margins instead? Why wouldn't they just raise prices across the board and capture that upside for themselves for extra capacity? Of course, AMD will make gobs of money on the inventory they have and wafers they've secured before these expectations set in, but I don't see how this can end up like memory or other bottlenecks.

Please prove me wrong, I'd like to see $AMD bid up to the sky but I'm just not optimistic about Agentic AI CPU demand being the catalyst.

I usually don't post here, but just to deconstruct some of my thoughts in their game vs Vitality

1. Furia removing Nuke instead of Dust2 is one of the worst vetos I've ever seen in my decade of watching professional CS. The match was almost over before it even began, and it's especially shocking to see a veteran IGL like Fallen and coaching staff do something this stupid.

2. Should've picked Anubis and hard prepped for it. It's an unpredictable map and in the two maps they've played it, they lost 11-13 to Falcons and beat FUT 13-9. I don't think Apex would ever expect them to pick it. Instead, they picked Ancient and looked - well, speaking of ancient...

3. Ancient was a total disaster class. Molodoy with his blunder not to shoot cave while fully flashed was awful, and even worse was that he forgot Yekindar died in cave and got caught with his pants own. Furia will always cut corners to give Molodoy the AWP at any cost, and this is totally unacceptable performance from him.

4. Goes without saying, but Brazilian crowd was abusing x-ray constantly and it should have been turned off after the first incident of abuse. Shame on ESL for allowing that to happen

Overall, GGs to Vitality. Furia didn't deserve this win, and it's clear that Apex outworks everyone else in Tier1 both literally and strategically

I wrote a post a few days ago asking why Anthropic hadn't made a deal with AMD given Dario's conservatism with compute and utilization of every compute source (AWS trainium2, Leather Jacket Man GPU, TPU, even considering custom) but NOT MI455x accelerators.

Read here if interested: https://www.reddit.com/r/AMD_Stock/comments/1siu2c6/possibilities_of_anthropic_deal/?utm_source=share&utm_medium=web3x&utm_name=web3xcss&utm_term=1&utm_content=share_button

Well, timing is often funny. France was a small piece of the massive 7% gain today, but people in the industry are all saying it's overwhelmingly Anthropic x AMD MI455x rumors - ex, Jukan: https://x.com/jukan05/status/2044902899860525161?s=20

I think it makes sense, because Dario has no other choice but to get capacity from wherever he can after OpenAI and others sucked it all up. This would be the best endorsement on Earth for AMD GPUs, getting Anthropic, Meta, and OpenAI, along with major leverage for future pricing

But I haven't seen any actual sources for the Anthropic rumors? Is it just semi analysis client notes that got leaked? Every source can't tell me where they got their source from, and I am really confused as to the odds of a deal actually happening. Does anyone know something I didn't find in my research?