# Amd > Markdown twin of https://roboterminal.app/companies/amd · https://roboterminal.app/companies/amd.md ## Key numbers - **Claimed valuation:** $1,000,000,000,000 - _"AMD now valued at $1,000,000,000,000 for the first time ever"_ - Source: @joinautopilot on X - **Units shipped:** 600,000 units - _"Production estimates land at a mid-point of 600k units for both SKUs next year per recent MS forecasts."_ - Source: @ParadisLabs on X ## On shared sources - [NVIDIA](https://roboterminal.app/companies/nvidia) (78) - [Google](https://roboterminal.app/companies/google) (39) - [Microsoft](https://roboterminal.app/companies/microsoft) (24) - [Amazon](https://roboterminal.app/companies/amazon) (23) - [Intel](https://roboterminal.app/companies/intel) (22) - [Meta](https://roboterminal.app/companies/meta) (22) - [Micron](https://roboterminal.app/companies/micron) (16) - [Broadcom](https://roboterminal.app/companies/broadcom) (13) - [Nebius](https://roboterminal.app/companies/nebius) (12) - [World Labs](https://roboterminal.app/companies/world-labs) (12) - [Lumentum](https://roboterminal.app/companies/lumentum) (10) - [Anthropic](https://roboterminal.app/companies/anthropic) (9) - [TSMC](https://roboterminal.app/companies/tsmc) (9) - [SK Hynix](https://roboterminal.app/companies/sk-hynix) (8) - [Goldman Sachs](https://roboterminal.app/companies/goldman-sachs) (7) - [OpenAI](https://roboterminal.app/companies/openai) (7) - [Qualcomm](https://roboterminal.app/companies/qualcomm) (7) - [Coherent](https://roboterminal.app/companies/coherent) (6) - [CoreWeave](https://roboterminal.app/companies/coreweave) (6) - [Dell](https://roboterminal.app/companies/dell) (6) - [Marvell](https://roboterminal.app/companies/marvell) (6) - [Morgan Stanley](https://roboterminal.app/companies/morgan-stanley) (6) - [Samsung](https://roboterminal.app/companies/samsung) (6) - [Tesla](https://roboterminal.app/companies/tesla) (6) - [VLLM](https://roboterminal.app/companies/vllm) (6) - [SemiAnalysis](https://roboterminal.app/companies/semianalysis) (5) - [Generative Bionics](https://roboterminal.app/companies/generative-bionics) (4) - [HPE](https://roboterminal.app/companies/hpe) (4) - [Apple](https://roboterminal.app/companies/apple) (3) - [Applied Optoelectronics](https://roboterminal.app/companies/applied-optoelectronics) (3) - [DeepSeek](https://roboterminal.app/companies/deepseek) (3) - [Figure](https://roboterminal.app/companies/figure) (3) - [SanDisk](https://roboterminal.app/companies/sandisk) (3) - [SpaceX](https://roboterminal.app/companies/spacex) (3) - [Agility](https://roboterminal.app/companies/agility) (2) - [Amkor](https://roboterminal.app/companies/amkor) (2) - [Arm](https://roboterminal.app/companies/arm) (2) - [ASE](https://roboterminal.app/companies/ase) (2) - [ASML](https://roboterminal.app/companies/asml) (2) - [AWS](https://roboterminal.app/companies/aws) (2) - [Credo](https://roboterminal.app/companies/credo) (2) - [CXMT](https://roboterminal.app/companies/cxmt) (2) - [Inferact](https://roboterminal.app/companies/inferact) (2) - [Mizuho](https://roboterminal.app/companies/mizuho) (2) - [Oracle](https://roboterminal.app/companies/oracle) (2) - [UBS](https://roboterminal.app/companies/ubs) (2) - [vllm_project](https://roboterminal.app/companies/vllm-project) (2) - [1X](https://roboterminal.app/companies/1x) (1) - [a16z](https://roboterminal.app/companies/a16z) (1) - [Apptronik](https://roboterminal.app/companies/apptronik) (1) - [Arista Networks](https://roboterminal.app/companies/arista-networks) (1) - [Atreides Management](https://roboterminal.app/companies/atreides-management) (1) - [Ayar Labs](https://roboterminal.app/companies/ayar-labs) (1) - [Bank of America](https://roboterminal.app/companies/bank-of-america) (1) - [Barclays](https://roboterminal.app/companies/barclays) (1) - [Bernstein](https://roboterminal.app/companies/bernstein) (1) - [Bloom Energy](https://roboterminal.app/companies/bloom-energy) (1) - [Boston Dynamics](https://roboterminal.app/companies/boston-dynamics) (1) - [Cerebras](https://roboterminal.app/companies/cerebras) (1) - [Churchill Capital Corp XI](https://roboterminal.app/companies/churchill-capital-corp-xi) (1) - [Citadel](https://roboterminal.app/companies/citadel) (1) - [Direct Drive Tech](https://roboterminal.app/companies/direct-drive-tech) (1) - [Eclipse](https://roboterminal.app/companies/eclipse) (1) - [Fable](https://roboterminal.app/companies/fable) (1) - [Firmus](https://roboterminal.app/companies/firmus) (1) - [Foundation](https://roboterminal.app/companies/foundation) (1) - [Ge Vernova](https://roboterminal.app/companies/ge-vernova) (1) - [Genesis](https://roboterminal.app/companies/genesis) (1) - [Genesis Mission](https://roboterminal.app/companies/genesis-mission) (1) - [GlobalFoundries](https://roboterminal.app/companies/globalfoundries) (1) - [HSBC](https://roboterminal.app/companies/hsbc) (1) - [Hugging Face](https://roboterminal.app/companies/hugging-face) (1) - [Hyundai](https://roboterminal.app/companies/hyundai) (1) - [IREN](https://roboterminal.app/companies/iren) (1) - [J.P. Morgan](https://roboterminal.app/companies/j.p.-morgan) (1) - [LeRobot](https://roboterminal.app/companies/lerobot) (1) - [Lightmatter](https://roboterminal.app/companies/lightmatter) (1) - [Liquid AI](https://roboterminal.app/companies/liquid-ai) (1) - [MediaTek](https://roboterminal.app/companies/mediatek) (1) - [Milk Road AI](https://roboterminal.app/companies/milk-road-ai) (1) - [Milk Road Pro](https://roboterminal.app/companies/milk-road-pro) (1) - [MiniMax](https://roboterminal.app/companies/minimax) (1) - [Modal](https://roboterminal.app/companies/modal) (1) - [Moonshot AI](https://roboterminal.app/companies/moonshot-ai) (1) - [MRVL](https://roboterminal.app/companies/mrvl) (1) - [NASA](https://roboterminal.app/companies/nasa) (1) - [NEURA](https://roboterminal.app/companies/neura-robotics) (1) - [O-ID](https://roboterminal.app/companies/o-id) (1) - [Oxide Computer](https://roboterminal.app/companies/oxide-computer) (1) - [RadixArk](https://roboterminal.app/companies/radixark) (1) - [RealSense](https://roboterminal.app/companies/realsense) (1) - [Reflection](https://roboterminal.app/companies/reflection) (1) - [Riot Ventures](https://roboterminal.app/companies/riot-ventures) (1) - [Seagate](https://roboterminal.app/companies/seagate) (1) - [Sharpa](https://roboterminal.app/companies/sharpa) (1) - [Situational Awareness](https://roboterminal.app/companies/situational-awareness) (1) - [Supermicro](https://roboterminal.app/companies/supermicro) (1) - [Texas Instruments](https://roboterminal.app/companies/texas-instruments) (1) - [Unitree](https://roboterminal.app/companies/unitree) (1) - [Western Digital](https://roboterminal.app/companies/western-digital) (1) - [White House](https://roboterminal.app/companies/white-house) (1) - [Workday](https://roboterminal.app/companies/workday) (1) - [xAI](https://roboterminal.app/companies/xai) (1) - [XMAQUINA](https://roboterminal.app/companies/xmaquina) (1) - [XPeng robotics](https://roboterminal.app/companies/xpeng) (1) - [Zai](https://roboterminal.app/companies/zai) (1) ## Pulse - [@SemiAnalysis_ on X](https://x.com/SemiAnalysis_/status/2113054576844628113) Three teams in one month have pushed LLM decode forward with megakernels: Inferact on Google TPUs, AMD with TileRT and FlyDSL, and now NVIDIA on GB300, now live on InferenceX. We're excited to see the… - [@MilkRoadAI on X](https://x.com/MilkRoadAI/status/2112996348207440021) $SPY rose about 0.5% today to around $773, bouncing from an early low of $768.41 as chip and AI stocks led the market higher. Here are the top stories you need to know. 1. $SMCI jumped about 10% after… - [@CyberRobooo on X](https://x.com/CyberRobooo/status/2112990302927761526) Generative Bionics and AMD are building a Physical AI data factory Generative Bionics is partnering with AMD to build a 5,000㎡ Physical AI Data Factory in Italy. The first facility is scheduled to beg… - [@humanoidsdaily on X](https://x.com/humanoidsdaily/status/2112868047564542140) First look, in renders, at Generative Bionics’ planned data factory: humanoids training in mock-ups of a workshop, a warehouse and a hospital room, each mirrored by a digital twin. Company tagline: “S… - [@AGkorthos on X](https://x.com/AGkorthos/status/2112861779843784845) Generative Bionics plans a 5,000 m² Physical AI Data Factory in Italy, combining real-world humanoid training, digital twins and AMD Helios computing. The first of three planned facilities is targeted… - [@humanoidsdaily on X](https://x.com/humanoidsdaily/status/2112848103501873195) Generative Bionics plans a 5,000 m² humanoid training hub in Italy, targeting Q4 2027. Powered by AMD Helios, it would combine real-world GENE.01 robot training with digital-twin simulations—the first… - [@MilkRoadAI on X](https://x.com/MilkRoadAI/status/2112637986081051112) $SPY rose about 0.2% today to around $768, bouncing from an early low of $764.25 as the Dow led and tech lagged. Here are the top stories you need to know. 1. South Korean neocloud Elice plunged 32% i… - [@MilkRoadAI on X](https://x.com/MilkRoadAI/status/2112570586958623040) JPMorgan just dropped an ABSOLUTELY INSANE forecast for AI compute. According to JPMorgan, global AI compute demand is expected to reach roughly 530 GW by 2031, while available supply is projected to … - [@ren_stocks on X](https://x.com/ren_stocks/status/2112558591676747843) This is how you get rich ⚡️ You buy the macro dip in companies that are structural to building the future, with great management and a killer product roadmap. This is the time to add, into fear, into … - [@SemiAnalysis_ on X](https://x.com/SemiAnalysis_/status/2112347284713148746) ALERT🚨: SGLANG JUST MERGED MEGAKERNEL SUPPORT, GETTING CLOSE TO 1000 tok/s/user on the GB300 NVL72 AgentX Harness & increasing interactivity by 1.5x on MI355X too! Great work by the SGLang, RadixArk,… - [@MilkRoadAI on X](https://x.com/MilkRoadAI/status/2112276102291013695) $SPY rose 0.48% to $766.91 today, with AI and chip stocks leading a bounce after last week's selloff. Here are the top stories you need to know. 1. Chip stocks bounced back as the Philadelphia Semicon… - [@ruudvz on X](https://x.com/ruudvz/status/2112215504903446548) → Microsoft: eigen chips, meer controle. → AMD: een flexibel serverrek voor AI-agenten. → Workday: software die je verzoek uitvoert. → Google en Hue: je lamp krijgt lokale bediening. → Anthropic: een … - [@pequityresearch on X](https://x.com/pequityresearch/status/2111983894329266236) Bernstein: AMD Helios Rack BoM is estimated to be ~$7.2 million, of which 50% comes from the GPU alone. $AMD - [@pequityresearch on X](https://x.com/pequityresearch/status/2111928304672391575) Goldman Sachs has raised the global servers TAM by 31%/45% in 2027/28E to ~$1.1 trillion and ~$1.6 trillion, respectively. New AI servers shipment forecasts imply AI chip demand of 18m/29m/38m in 2026… - [@pequityresearch on X](https://x.com/pequityresearch/status/2111859570989523319) I have not found an exact reason from MS as to why, but the two possibilities: - Not enough CoWoS - Their estimates to begin with were ridiculously high With forecasting, anything past 1 year is throw… - [@pequityresearch on X](https://x.com/pequityresearch/status/2111835696142995462) Morgan Stanley has revised AMD's GPU demand forecast for 2026-2030 from 14.1 million units to 8.0 million units, or -43.3%, while keeping Nvidia's the same. $AMD $NVDA https://t.co/U0nRij2XHd - [@pequityresearch on X](https://x.com/pequityresearch/status/2111663308524634502) BofA on AI comparison to the dotcom: "Unlike the idle fiber of 2000, deployed AI infrastructure runs near 100% utilization, and even older A100/H100/B200 (2020/2022/2024 launch, respectively) GPU rent… - [@lukas_m_ziegler on X](https://x.com/lukas_m_ziegler/status/2111421248836136960) AMD just paid $8.2 billion to hire the godmother of AI 💸 @AMD is acquiring @theworldlabs, Fei-Fei Li’s spatial intelligence startup, in an all-stock deal. Li becomes AMD’s Chief Scientist, reporting … - [@pequityresearch on X](https://x.com/pequityresearch/status/2111273439969317076) Keybanc: we hear that AMD's ODM partners are really struggling with ramping production volume of Helios racks as they are undergoing similar growing pains to what NVDA did when it initially ramped GB2… - [@ricci_nov on X](https://x.com/ricci_nov/status/2111259572283580728) Meta published the first hyperscaler report on running AMD GPUs in large-scale training. Rather than porting from CUDA, it revised model structures around MI350X's 1.6x HBM capacity vs B200: up to 1.5… - [@SemiAnalysis_ on X](https://x.com/SemiAnalysis_/status/2111162214891610496) SHOCKING: We have confirmed that multiple Neoclouds have been refused access to GTC Berlin due to them adding AMD GPUs, TPUs, and other chips to their cloud offerings Note that this doesn't apply to h… - [@SemiAnalysis_ on X](https://x.com/SemiAnalysis_/status/2110891071706198431) ALERT🚨: Last night, Google just submitted their FIRST TPUv7 Agentic benchmark, and it delivers 1.42x 🚀 better perf per dollar than GB300 NVL72 FP4, even on an external non-Google workload cost basis… - [@MilkRoadAI on X](https://x.com/MilkRoadAI/status/2110740000845562194) OpenAI just lost the man in charge of its entire COMPUTE buildout. Sachin Katti, who led OpenAI's infrastructure and Stargate data center push, announced he is leaving to build something newm, his las… - [@pequityresearch on X](https://x.com/pequityresearch/status/2110718080733384982) Morgan Stanley: We heard a broad consensus from our industry checks that the AI semis supply chain has strengthened in the last 30 days. We hear the most conviction from DRAM, NAND, HDD, and GPU. $AMD… - [@pequityresearch on X](https://x.com/pequityresearch/status/2110581432338829634) Bloomberg shared this visual showing the estimated cost of building a data center. Of the estimated $29.2 billion, $17.1 billion (or 58.5%) is dedicated to chips & servers. $NVDA $DELL $GEV $AMD $GOOG… - [@kyleichan on X](https://x.com/kyleichan/status/2110565740629602714) The big question in China’s robotics industry: “Will general AI models eat up robotics? Many in China’s robotics industry are watching closely as US general-purpose models like Astra, Fable, and Gemin… - [@MilkRoadAI on X](https://x.com/MilkRoadAI/status/2110463910784696653) $SPY fell 1.1% today to around $769 after dropping as low as $766.71, as a hot inflation report pushed rate hike odds higher and hit AI stocks. Here are the top stories you need to know. 1. September … - [@ricci_nov on X](https://x.com/ricci_nov/status/2110273608698511737) CoWoS interposers have never left TSMC's own line. Per igor'sLAB, TSMC plans to have GlobalFoundries manufacture them — the first external partner for the packaging behind Nvidia and AMD AI chips. Unc… - [@pequityresearch on X](https://x.com/pequityresearch/status/2110130961710997659) Damnang not only has good writing, but good visuals! This is a great visual showing the difference in HBM4 between Samsung and SK Hynix. Please have a read at this article! https://t.co/OMa9Q1boO6 htt… - [@MilkRoadAI on X](https://x.com/MilkRoadAI/status/2110101523980337444) $SPY finished basically flat today, closing at $778.01 for a 0.01% loss after dipping as low as $775.95 earlier in the session as chip stocks sold off. Here are the top stories you need to know. 1. Me… - [@pequityresearch on X](https://x.com/pequityresearch/status/2110085662825152928) J.P. Morgan is forecasting a ~300GW shortfall in global AI compute by 2031E. $NVDA $AMD $GOOGL $MSFT $META $AVGO $AMZN https://t.co/iZrvcU2svc https://t.co/yzzhhhEN7G - [@SemiAnalysis_ on X](https://x.com/SemiAnalysis_/status/2109841575547211955) ALERT🚨: AMD JUST LANDED SUPPORT FOR MEGAKERNEL DECODE IN UPSTREAM VLLM WELL BEFORE NVIDIA. This marks one of the first times that a major vLLM feature is only supported on ROCm and not on CUDA yet. M… - [@pequityresearch on X](https://x.com/pequityresearch/status/2109806415007375643) "The optical supply chain has never seen this kind of demand before. Many parts of the supply chain had not had to drastically ramp volumes before and is scrambling." 👍 $LITE $COHR $AMD $CRDO https:/… - [@MilkRoadAI on X](https://x.com/MilkRoadAI/status/2109738128668029176) $SPY finished nearly flat today, down about 0.06% and closing near $778 after dipping as low as about $777. Here are the top stories you need to know. 1. $MSFT announced Maia 300, calling it its bigge… - [@chrismatthieu on X](https://x.com/chrismatthieu/status/2109693570919682327) 🚀 @RealSenseai SDK 2.59.1 beta is now available! This release introduces Ask RealSense AI, a new built-in chat assistant in RealSense Viewer, along with enhancements to depth processing, GPU support,… - [@stretchcloud on X](https://x.com/stretchcloud/status/2109686533414633584) Microsoft just told the market it's betting multiple gigawatts of future data center capacity on chips it designed itself. Maia 300 claims 40 percent more tokens per watt than leading GPU based system… - [@pstAsiatech on X](https://x.com/pstAsiatech/status/2109649827474948292) 👇👇👇 https://t.co/fCxs46Z9ZG - [@CKCapitalxx on X](https://x.com/CKCapitalxx/status/2109478992826736981) $INTC, $QCOM, and $AMD have all reportedly raised CPU prices or are preparing to. Intel supposedly raised prices across its lineup starting last month, with the newest Panther Lake chips up 15 to 20% … - [@pequityresearch on X](https://x.com/pequityresearch/status/2109475473373749495) Another round of CPU price increases have arrived. > Intel increasing prices on high-end Panther Lake processors by 15-20%. > Qualcomm ~10% for its multi-chip platform. > AMD is expected to announce a… - [@stretchcloud on X](https://x.com/stretchcloud/status/2109428835376861298) Goldman Sachs is now forecasting a 4.9 percent DRAM undersupply for 2026, and the mechanism behind that number matters more than the headline. Samsung, SK Hynix, and Micron aren't short on fab capacit… - [@pequityresearch on X](https://x.com/pequityresearch/status/2109419524139454696) Mizuho: Nvidia's server CPU revenue could grow to ~$60 billion in 2028E, and start becoming a leader in the server CPU market in 2027E. $NVDA $ARM $INTC $AMD - [@pequityresearch on X](https://x.com/pequityresearch/status/2109300490370494888) Morgan Stanley: our channel checks suggest that AMD's Venice CPU could go for full CoWoS-like packaging at ASE Group. $ASX $AMD - [@MilkRoadAI on X](https://x.com/MilkRoadAI/status/2108650800973218041) $SPY bounced back today, up about 0.6% to around $779 after two straight losing sessions, as the OpenAI revenue scare cooled off and oil prices eased. Here are the top stories of the day. 1. Bloomberg… - [@pstAsiatech on X](https://x.com/pstAsiatech/status/2108621139023118724) 👇👇👇 https://t.co/Xwaja5lmu9 - [@ricci_nov on X](https://x.com/ricci_nov/status/2108444518051893406) Lisa Su spent three hours at Samsung's Seocho headquarters. Asked about foundry progress she said only 'we have a very broad partnership.' Samsung is already AMD's preferred HBM4 supplier for MI455X, … - [@pequityresearch on X](https://x.com/pequityresearch/status/2108292094926184503) Citi: we believe the CPU TAM expands from $29B in 2025 to $300B in 2030, or a 60% CAGR. $INTC $AMD $NVDA $QCOM - [@pstAsiatech on X](https://x.com/pstAsiatech/status/2108247451580682450) Trump Administration Announces the Most Ambitious Set of Science Initiatives This Century https://t.co/IHj34jYSwA - [@pequityresearch on X](https://x.com/pequityresearch/status/2108214081068908650) Bernstein: AI accelerator chiplet volume to more than double from 2025-2028E. $NVDA $AVGO $AMD $INTC - [@pequityresearch on X](https://x.com/pequityresearch/status/2108011820963275026) "Our channel checks indicate that Marvell and AMD are collaborating on scale-up, with AMD testing a next-generation Helios rack using Marvell’s 6.4T NPO engines in both the compute trays and the scale… - [@MilkRoadAI on X](https://x.com/MilkRoadAI/status/2107964111627940336) AI agents will trigger the largest CPU supercycle in history. Mizuho estimates agentic CPU sockets will surge from 1.3 million in 2026 to 16 million by 2030. Including head node processors, AI could d… - [@Newsforce on X](https://x.com/Newsforce/status/2107941787180454031) 🇺🇸Trump will hand National Medal of Science awards to @ElonMusk, @Nvidia’s @JensenHuang, @Google’s Sergey Brin and @AMD’s @LisaSu at the White House on Thursday. @MichaelDell and @Microsoft’s @Satya… - [@thenewsink on X](https://x.com/thenewsink/status/2107908819418534002) Microsoft Brings Powerful AI Directly to PCs https://t.co/t1sWe16biq - [@pequityresearch on X](https://x.com/pequityresearch/status/2107851441889017891) Bernstein: AI server supply chain $NVDA $AMD $AVGO $TSM $MU $AMKR $GOOGL - [@ParadisLabs on X](https://x.com/ParadisLabs/status/2107595105355931840) AI & TECH STOCK MARKET REVIEW The 10 biggest stories from today: 1. $NVDA hit another ATH and is close to becoming the first company ever worth $6 trillion. The stock is up ~28% this year, adding ~$1.… - [@pequityresearch on X](https://x.com/pequityresearch/status/2107566312457437283) Lightmatter at HSBC's Silicon Valley tech tour indicated that the broader ecosystem is dealing with delayed CPO adoption, with expected timelines moving towards 2028-30. $NVDA $AMD $LITE $COHR $AAOI $… - [@pequityresearch on X](https://x.com/pequityresearch/status/2107278667134943642) Bernstein: DRAM and NAND with the largest change in semiconductor ASPs, +282.3% YoY and +396.5% YoY, respectively. Logic is 3rd at 26.3%. $MU $DRAM $EWY $INTC $AMD $NVDA - [@techniahqrobot on X](https://x.com/techniahqrobot/status/2107142064349524144) NEWS AMD is paying $8.2 billion for World Labs and the hardware angle is hard to ignore. World Labs builds spatial intelligence models that generate reconstruct and simulate interactive 3D environment… - [@xmaquina on X](https://x.com/xmaquina/status/2105692081041891647) Robotico Live is back with the latest from across robotics. This week, AMD’s $8.2 billion acquisition of World Labs, Direct Drive Tech’s IPO, Amazon’s robotics expansion and more. @RachelCreates and @… - [@humanoidsdaily on X](https://x.com/humanoidsdaily/status/2104961526314447357) We spoke with the founders of Feather, O-ID and Delta about what they’re building next. This week’s newsletter: their answers, Tesla’s Optimus progress and AMD’s World Labs deal. Get the weekly briefi… - [@XRoboHub on X](https://x.com/XRoboHub/status/2104937937502970208) This is big… AMD is buying World Labs for $8.2B and bringing Dr. Fei-Fei Li on board. In her open letter, Li says she’ll become EVP and chief scientist once the deal closes, working directly with Lisa… - [@stretchcloud on X](https://x.com/stretchcloud/status/2104904775984902445) $8.2 billion. That's what AMD is paying for a company that turns two years old this year and has shipped exactly one product. World Labs was Fei-Fei Li's bet that language models were solving the wron… - [@TheHumanoidHub on X](https://x.com/TheHumanoidHub/status/2104793378785571114) Who deserves the valuation: Figure at $39B or World Labs at $8.2B? AMD is buying World Labs, Fei-Fei Li's spatial-intelligence startup, for $8.2B in all stock. Some context on how wild this is: - Worl… - [@johnkoetsier on X](https://x.com/johnkoetsier/status/2104683848990879789) AMD takes another step in physical AI https://t.co/9P8kgWEj8O - [@MilkRoadAI on X](https://x.com/MilkRoadAI/status/2104678443619369221) AMD just made one of its biggest moves yet to challenge Nvidia. AMD acquired World Labs for roughly $8.2 billion, giving it access to Fei Fei Li’s team, technology, and research in world models. World… - [@lukas_m_ziegler on X](https://x.com/lukas_m_ziegler/status/2104675318682255849) 🚨 BREAKING: @AMD is buying @theworldlabs for $8.2 billion! 💰 Fei-Fei Li's spatial intelligence company, acquired by AMD in an all-stock deal, expected to close by the end of the year subject to regu… - [@TheRundownAI on X](https://x.com/TheRundownAI/status/2104672175118803416) ACQUIRED: AMD has agreed to buy World Labs, the 3D-world AI startup led by "godmother of AI" Fei-Fei Li, for $8.2B in stock. Li will become AMD's chief scientist, reporting to CEO Lisa Su. https://t.c… - [@martin_casado on X](https://x.com/martin_casado/status/2104666454054580602) I don’t normally write these things. But this one hits a bit different. Nearly three years ago I told a16z I wanted to spend part time outside the firm helping @drfeifei start and build a frontier mod… - [@theworldlabs on X](https://x.com/theworldlabs/status/2104665621120311465) We are excited to announce that World Labs is joining @AMD. The research and technical breakthroughs we have achieved since our founding in 2024 have given us a clear vision for AI’s potential to solv… - [@OpenRoboticsOrg on X](https://x.com/OpenRoboticsOrg/status/2103106606384943182) The free livestream for day three of #ROSCon Global 2026 is now available on the ROSCon website thanks to the generous support of @amd. Tune in here: 📺 https://t.co/vHPqADJRFo https://t.co/fvN79423xy - [@OpenRoboticsOrg on X](https://x.com/OpenRoboticsOrg/status/2103105324840628307) The free livestream for day three of #ROSCon Global 2026 is now available on the ROSCon website thanks to the generous support of@amd. Tune in here: 📺 https://t.co/vHPqADJRFo https://t.co/F9Q9uFwBKE - [@OpenRoboticsOrg on X](https://x.com/OpenRoboticsOrg/status/2103104869246611945) The free livestream for day 3 of #ROSCon Global 2026 is now available on the ROSCon website thanks to the generous support of @amd. https://t.co/9lLIm3igOP - [@OpenRoboticsOrg on X](https://x.com/OpenRoboticsOrg/status/2102766371545186470) We're live streaming from ROSCon Global 2026 in Toronto! Big thanks to AMD for sponsoring the live stream. Watch the keynote and opening remarks here: https://t.co/kzWOST2FaI https://t.co/3P4VwY3j0V - [@OpenRoboticsOrg on X](https://x.com/OpenRoboticsOrg/status/2102749575551541600) The ROSCon Global 2026 free live stream from Toronto, Ontario is now live! Big thanks to @AMD for sponsoring the live stream! https://t.co/8P3T99n71L - [@pequityresearch on X](https://x.com/pequityresearch/status/2102173779720089899) General Manager of Microsoft Taiwan says the demand for AI computing power will continue to exceed supply for the next 2-3 years, as a result, the company is expanding the construction of data centers… - [@stretchcloud on X](https://x.com/stretchcloud/status/2102089977979080837) The shift I keep waiting for is local inference leaving the hobbyist corner, and this week I think I watched it happen. What used to mean a terminal window and a quantized model file on your laptop ju… - [@pequityresearch on X](https://x.com/pequityresearch/status/2102082176338551203) According to @FundaAI channel checks, they believe server CPU prices for Intel will increase again by at least 15% in Q4'26. "On the server CPU side, beyond prior hikes, our channel checks lead us to … - [@joinautopilot on X](https://x.com/joinautopilot/status/2102051031865561259) Breaking: AMD now valued at $1,000,000,000,000 for the first time ever $AMD now ranks #16 largest company by market cap https://t.co/wJ5rK9GzZt - [@joinautopilot on X](https://x.com/joinautopilot/status/2102042656255697235) Breaking: AMD just broke over $600 for the first time after a massive price target upgrade from Piper Sandler and reports of price increases @InTheMoneyAdam bought AMD in March and is now up +200% $AM… - [@joinautopilot on X](https://x.com/joinautopilot/status/2102042315288093066) Breaking: AMD just broke over $600 for the first time after a massive price target upgrade from Piper Sandler and reports of price increases @indamoneyadam bought in March and now up +200% $AMD has ad… - [@pequityresearch on X](https://x.com/pequityresearch/status/2101833849730674893) This is an excellent visual connecting Taiwanese companies in the supply chain to major CPU companies. I suggest you all follow Liwei and help him get to 10,000+ 😍 $ARM $INTC $AMD https://t.co/fkSTy7… - [@pequityresearch on X](https://x.com/pequityresearch/status/2101826742956494938) BofA: We do not expect “de-spec” or lower memory content in new GPUs/ ASICs; instead, we assume a further increase, to 1,000GB per Rubin Ultra or 384GB for the new Rubin, vs 288GB currently. $NVDA $AM… - [@pequityresearch on X](https://x.com/pequityresearch/status/2101688584759652367) Evercore ISI: We expect Nvidia's market share to stabilize at around 80%, if not increase slightly, in 2027 driven by share gains at Anthropic and with the increasing use of open-source models. $NVDA … - [@pequityresearch on X](https://x.com/pequityresearch/status/2101659641935700399) Evercore ISI: GPUs expected to be 75-80% of the compute fleet for OpenAI in 2026-2027. $NVDA $AMD $MRVL $AVGO $GOOGL $AMZN - [@pequityresearch on X](https://x.com/pequityresearch/status/2101311095906701536) Citi: HBM Demand Outlook > Massive Market Growth: Total HBM demand is projected to surge exponentially, jumping from just 736 (1Gb eq.) in 2021 to a staggering 126,990 by 2028. > Nvidia Dominates Dema… - [@pequityresearch on X](https://x.com/pequityresearch/status/2101296499745591475) Jefferies: Ayar Labs sees CPO ramps still starting in C28 and shipping in much larger quantities in C29. $LITE $COHR $NVDA $MTSI $AMD - [@pequityresearch on X](https://x.com/pequityresearch/status/2101046484221481208) In retrospect, there was way too much hysteria on X with people assuming a slowdown in model development = slowdown in spending. A lot was addressed this week: > Sarah Friar on Mad Money mentioning, "… - [@SemiAnalysis_ on X](https://x.com/SemiAnalysis_/status/2101046143320719558) AMD ALERT🚨🚨: On Kimi K3 2.8T, AMD has even better profit margins per gigawatt compared to B300, GB200 NVL72, and B200. This is due to AMD's lower TCO and better performance, leading to better profit… - [@pequityresearch on X](https://x.com/pequityresearch/status/2101041820876656743) J.P. Morgan: ASIC/XPU units expected to reach 55% of total units in 2028E, up from 32% in 2025. $AMD $NVDA $GOOGL $META $MSFT $AMZN $AVGO - [@pequityresearch on X](https://x.com/pequityresearch/status/2101012376929902807) Morgan Stanley: By 2027, AI server MLCC demand will likely reach ~$1 billion, meaningfully above our previous forecast of ~$550 million by 2030. $NVDA $DELL $AMD $GOOGL $HPE - [@SemiAnalysis_ on X](https://x.com/SemiAnalysis_/status/2100948236139712988) Great blog from Kevin Lu at @vllm_project about quality control at the inference engine. Unfortunately, @AnushElangovan has not provided enough stable AMD QA clusters to vLLM, which leads to an order … - [@ParadisLabs on X](https://x.com/ParadisLabs/status/2100897686702440944) AMD, TSMC and OSAT Channel Check: 1. AMD's AI GPU production (MI455/MI450) is expected to remain 100% at TSMC CoWoS in 2027. Production estimates land at a mid-point of 600k units for both SKUs next y… - [@pequityresearch on X](https://x.com/pequityresearch/status/2100820815914615228) Piper Sandler: All the big customers (i.e. Amazon, Apple, AMD, Google, Tesla, Microsoft, Nvidia, Qualcomm etc) are evaluating Intel's 14A process as companies look for alternative foundry/packaging su… - [@pequityresearch on X](https://x.com/pequityresearch/status/2100683963010265418) BofA: 1GW of a orbital data center currently costs $160-$180 billion compared to a terrestrial data center at $40-$60 billion, with the cost of launch being ~$50 billion. $NVDA $SPCX $TSLA $AMD $GOOGL… - [@pequityresearch on X](https://x.com/pequityresearch/status/2100669366891376647) Citi: AI token usage has increased by a CAGR off 31% MoM or 2,434% YoY. A lot of tokens are being used... $NVDA $AMD $GOOGL $META $MSFT $META - [@pequityresearch on X](https://x.com/pequityresearch/status/2100437086222352549) Incredible visuals shared by Brad Gerstner @altcap at the All-In Summit. > The hyperscalers capex is almost dollar for dollar with semis FCF > Collective run rate of Anthropic, OpenAI, and SpaceX is ~… - [@pequityresearch on X](https://x.com/pequityresearch/status/2100393297550426491) Robotics AI Enablers $TSLA $META $NVDA $AMD $QCOM - [@pequityresearch on X](https://x.com/pequityresearch/status/2100378198261268643) TrendForce: Global Power Demand Capacity > Global data center power demand capacity is expected to expand from 122.9 GW in 2025 to 161 GW in 2026. > The share of AI servers is likely to exceed 40% by … - [@pequityresearch on X](https://x.com/pequityresearch/status/2100363098632962353) Silicon Data: "AI startups report that instead of reserving one year of compute, they're increasingly asked to reserve three while putting down 30-40% upfront." 👀 $NBIS $NVDA $AMD - [@ParadisLabs on X](https://x.com/ParadisLabs/status/2100331348720517486) $NBIS INCREASE ON-DEMAND GPU RATES EFFECTIVE OCTOBER 1. H100: $3.85 per GPU-hour -> $4.50 H200: $4.50 per GPU-hour -> $5.40 B200: $7.15 per GPU-hour -> $8.50 B300: $7.85 per GPU-hour -> $9.50 AMD EPYC… - [@pequityresearch on X](https://x.com/pequityresearch/status/2100319058428383620) UBS: total AI server racks estimated to grow to 428,299 in 2027E before steadily declining. Most of the server racks to be dominated by AI ASIC. $NVDA $AMD $MSFT $AMZN $GOOGL $META - [@pequityresearch on X](https://x.com/pequityresearch/status/2100271746720964644) One of the big takeaways from AI Infra Summit Day 1 is that the useful life of accelerators is now approaching 10 years, due to tight supply and software gains. $NVDA $GOOGL $AMZN $MSFT $AMD $META - [@pequityresearch on X](https://x.com/pequityresearch/status/2100225693477122455) The AI datacenter semiconductor market is expected to grow from $250 billion in 2025 to $1.3 trillion by 2030. $INTC $AMD $NVDA $AMZN $MU $CRDO $AVGO https://t.co/Udp2o1PDba https://t.co/gsPPccKlXD - [@pequityresearch on X](https://x.com/pequityresearch/status/2100074446686199968) BofA: adding a layer of policing and monitoring in AI could increase compute cost by 25%. $NVDA $AMZN $AMD $INTC $MSFT $GOOGL $META - [@SemiAnalysis_ on X](https://x.com/SemiAnalysis_/status/2100027188393189711) BREAKING: AMD MI355X is quickly closing the perf/TCO gap in agentic inference, when compared to GB300 apples-to-apples. (1/3)🧵 https://t.co/xmmgaeifDv - [@pequityresearch on X](https://x.com/pequityresearch/status/2099911372242841986) J.P. Morgan has a GPU/ASIC shipment forecast of >25 million in 2028E, mostly dominated by ASICs. Up from ~10 million in 2025. $GOOG $AMD $NVDA $MSFT $META $AMZN https://t.co/aSpobzqW5N - [@pequityresearch on X](https://x.com/pequityresearch/status/2099895769343918270) AMD has secured HBM supply for the next 12-18 months. $AMD - [@pequityresearch on X](https://x.com/pequityresearch/status/2099865571043037656) TrendForce: Supply Chain Radar Everything besides GPU is either tight or very tight in supply. $NVDA $AMD $SNDK $MU blockstack:native $WDC - [@techniahqrobot on X](https://x.com/techniahqrobot/status/2099718602039632184) Foundation now has around 10 Phantom humanoids deployed, according to new WSJ reporting. Phantom stands 1.8 m tall, weighs 80 kg, has 29 DoF and reaches 1.7 m/s. Foundation lists cycloidal actuators a… - [@ricci_nov on X](https://x.com/ricci_nov/status/2099641404821782651) Custom accelerators are no longer a side market. Broadcom's AI semiconductor revenue rose 221% to $16.7B last quarter and it guides to $230B of AI chip revenue by fiscal 2028; AMD lifted its 2027 data… - [@pequityresearch on X](https://x.com/pequityresearch/status/2099288266675568772) J.P. Morgan: We model 45% AI chip shipment CAGR in 2025-28, with AI ASIC chip shipments growing at a CAGR of 60%, driven by strong AWS Trainium/Google TPU demand. $NVDA $GOOGL $AMD $MSFT $META $AMZN - [@pequityresearch on X](https://x.com/pequityresearch/status/2099271914770636897) UBS: Regarding AMD's engagement with Google, our view is it should be related to a custom CPU project and not directly related to the TPU v10 project MediaTek has been engaged with. $AMD $GOOGL - [@pequityresearch on X](https://x.com/pequityresearch/status/2099218305466905005) Morgan Stanley has CapEx of CSPs ~12% in 2028, with spending on AI semiconductors expected to increase even more. > CoWoS/CoPoS/EMIB-T capacity is estimated to grow by 50% in 2028, while infrastructur… - [@joinautopilot on X](https://x.com/joinautopilot/status/2098821691078013108) Breaking: Leopold Aschenbrenner's fund is buying back into its former positions Situational Awareness placed options bets on: • AMD $AMD • Bloom Energy $BE • CoreWeave $CRWV • SK Hynix $SKHY • SanDisk… - [@SemiAnalysis_ on X](https://x.com/SemiAnalysis_/status/2098618867035557984) POWER OF CUDA MOAT ALERT🚨: 2 days after CUDA vLLM supported DeepSeekv4.1 Flash, AMD finally publicly released its DeepSeek v4.1 Flash image. Functionally, it works out of the box, but performance-wis… - [@pequityresearch on X](https://x.com/pequityresearch/status/2098541417740054545) Here are some of the important takeaways from Goldman Sachs Communacopia + Technology Conference 2026 and Citi’s 2026 Global TMT Conference this week: > Demand for AI compute, infrastructure, and hard… - [@pequityresearch on X](https://x.com/pequityresearch/status/2098540689717862410) Here are some of the important takeaways from Goldman Sachs Communacopia + Technology Conference 2026 and Citi’s 2026 Global TMT Conference this week: > Demand for AI compute, infrastructure, and hard… - [@SemiAnalysis_ on X](https://x.com/SemiAnalysis_/status/2098501866401218813) On the Day 0 release of DeepSeekv4.1 Flash, NVIDIA vLLM works out of the box with zero issues across all 6 SKUs: H100, H200, B200, B300, GB200, GB300! Amazing work by the NVIDIA & Inferact teams! In c… - [@pequityresearch on X](https://x.com/pequityresearch/status/2098430111678955994) Citi: We believe the CPU TAM expands from $29B in 2025 to $237B (previously $137B) in 2030, or a 52% CAGR. Sgentic CPUs to represent 52% of the TAM by 2030. $AMD $INTC $QCOM $ARM $NVDA - [@ParadisLabs on X](https://x.com/ParadisLabs/status/2098406023547519385) Told you. *SITUATIONAL AWARENESS ACTIVE IN OPTIONS MARKET: CNBC CITING SOURCES “Leopold has been buying hundreds of millions in options in $CRWV among others” CNBC reporting buying call options "of so… - [@pequityresearch on X](https://x.com/pequityresearch/status/2098253523771084978) AI inference expected to grow to 75% of data center TAM by 2030. GPU share of AI server shipment will decline from 69.7% in 2026 to 58.5% in 2030, but still controlling the lead. $NVDA $AMD $GOOGL $ME… - [@pequityresearch on X](https://x.com/pequityresearch/status/2098105174497636646) Please give @awodias a follow. They are at CIOE 2026 and providing a lot of useful information 👍 CPO market expected to grow from ~$90 million in 2025 to >$110 billion in 2031, or ~230% CAGR '25-'31.… - [@ParadisLabs on X](https://x.com/ParadisLabs/status/2097987684794790022) 🚨Leopold/Situational Awareness returns? Since last Friday, there's been a string of significant Flex calls bought in concentrated AI names: $315M total options premiums / $1.1B of delta / $5.8M of ve… - [@pequityresearch on X](https://x.com/pequityresearch/status/2097842506280927491) Goldman Sachs: expect rack-level AI servers powered by Nvidia at 50k/92k/148k racks in 2026-28E, and AMD at 5k/13k/15k units in 2026-28E. Almost 10x more racks than AMD by Nvidia in 2028 🔥 $NVDA $AMD - [@pequityresearch on X](https://x.com/pequityresearch/status/2097477377248923822) Day 1 Takeaways | Goldman Sachs Communacopia + Technology Conference 2026 and Citi’s 2026 Global TMT Conference Companies I covered include: Arista Networks $ANET Qualcomm $QCOM Alphabet $GOOGL Vertiv… - [@pequityresearch on X](https://x.com/pequityresearch/status/2097448109131391019) Memory = semiconductor industry. According to Bernstein, memory drove ~$355 billion in incremental semis sales YTD through July. Of the 111% YTD semis revenue growth, 75% of it was driven by memory pr… - [@pequityresearch on X](https://x.com/pequityresearch/status/2097378287227978112) CVP of Financial Strategy and Investor Relations at AMD, Matt Ramsay, says copper will continue to be used for quite some time: "I do not think you will see it be a point-in-time thing where everybody… - [@pequityresearch on X](https://x.com/pequityresearch/status/2097374405689045219) Shailesh Chitnis @chitnis_ of The Economist on Nvidia's market share: "I think maybe 2-3 years back, you would say that almost 80% of the AI chips that were sold in the market were from Nvidia. Now wh… - [@pequityresearch on X](https://x.com/pequityresearch/status/2097134574983586144) UBS: the industry is progressing toward mass production for scale-out from now through 2027, hybrid scale up in 2028-29, and full CPO scale up in 2029-30. $LITE $COHR $NVDA $AMD $AAOI - [@SemiAnalysis_ on X](https://x.com/SemiAnalysis_/status/2097007346421531008) ALERT🚨: AMD INCREASED @vllm_project PERFORMANCE BY 11x IN LESS THAN 19 DAYS ON MI355X AGENTIC WORKLOADS on the modern MiniMax M3 model! This was done entirely through software optimizations, mainly b… - [@tchsignal on X](https://x.com/tchsignal/status/2096532261541937637) AMD Threadripper Halo Brings Instinct AI Compute to the Workstation AMD is pushing data-center-class AI hardware into a deskside workstation with its Threadripper Halo Station, scheduled to arrive in … - [@tchsignal on X](https://x.com/tchsignal/status/2096529341421383951) Microsoft Project Zenith Sets a New Windows Baseline for Local AI Development Microsoft is building Project Zenith around a very different idea of what a developer PC should be. The ready-to-code Wind… - [@ricci_nov on X](https://x.com/ricci_nov/status/2096402621154341363) AMD's Threadripper Halo: up to 576 GB of HBM3e and 16 TB/s on a desk, from four PCIe MI350P cards at 144 GB each. Nvidia's DGX Station has 252 GB on a B300 plus 496 GB LPDDR5x at about $100k. AMD pric… - [@MilkRoadAI on X](https://x.com/MilkRoadAI/status/2096282971414442480) The memory stocks run up is just getting started and here is why. This chart shows that Nvidia could account for a smaller percentage of total HBM demand in 2027, falling from 58% in 2026 to 41% but t… - [@tchsignal on X](https://x.com/tchsignal/status/2096260587626090851) AMD Ryzen 5 7500 Leak: What Is Actually Verified? A new AMD Ryzen 5 7500 is being reported, but it has not been officially announced by AMD. The report originates from hardware leaker Roland Quandt, w… - [@tchsignal on X](https://x.com/tchsignal/status/2095931438076219395) Notebook Graphics Drive a Stronger PC GPU Quarter The PC graphics market grew sharply in Q2 2026, but the numbers show that notebooks were a major part of the story. Jon Peddie Research says total PC … - [@SemiAnalysis_ on X](https://x.com/SemiAnalysis_/status/2095875286550085710) Why did Intel abandon EMIB for their 2027 Diamond Rapids CPU? Uniform Memory Access. All CPU cores in each CBB can access all 16 memory channels with a single hop. UCIe-S through the substrate was req… - [@SemiAnalysis_ on X](https://x.com/SemiAnalysis_/status/2095744598073053470) On total tokens per $ TCO, a new AMD MI355x submission beats B300 at lower interactivity ranges on AgentX. Shoutout to vLLM, AMD, and LMCache engineers. https://t.co/1oYYeYYu9S - [@SemiAnalysis_ on X](https://x.com/SemiAnalysis_/status/2095731112207061029) On total tokens per $ TCO, a new AMD MI355x submission beats B300 at lower interactivity ranges on AgentX. Both high throughput configs use disaggregated setups. Shoutout to vLLM, AMD, and LMCache eng… - [@AIEquities on X](https://x.com/AIEquities/status/2094159401305129398) $CCXI valuation is being disrespected right now and I see asymmetry in the trade. Humanoid valuations (Aug 2026): Tesla Optimus — no standalone; Tesla ~$1.38T Figure AI — $39B Unitree — public, ~$33–3… - [Cerebras's Next Generation CS-4: Fast Just Got Faster](https://x.com/SemiAnalysis_/status/2093126657682907547) SubscribeSign in Cerebras's Next Generation CS-4: Fast Just Got Faster Double the Performance, Double the Power, Double the Fun Myron Xie, Bryan Shan, Wega Chu, and 2 others Aug 18, 2026 ∙ Paid 136 6 … --- Source: Roboterminal · https://roboterminal.app/companies/amd.md