GPUS

AMD up 46% in the last three days. Yeah I just don’t interpret this as a sign of strength when a company needs to give away 10% of their company just to sell some supposedly in demand GPUs to a company that has no money and doesn’t make any money.

Also where’s the guy who took money out of poet and yoloed into $GPUS and when are they announcing that nvidia investment publicly 

Nvidia: give me your shares and I’ll sell you my gpus Amd: I’ll give you my shares please use my gpus LMAO 🤌

Iren is fine. They issued notes yesterday so they can buy more GPUs which means more tendies. What the hell does that mean for the price? It’s gonna crab/chop for a few days. Roll your calls if you were regarded.

no one buying AMD has actually used one of their gpus clearly

nvda actually sells gpus, though. amd needs to give them away. the market's on crack.

Lmao yesterday Oracle said they lost money renting their Nvidia GPUs and the demand wasn’t as strong as they anticipated So naturally semi stocks are back to all time highs today

So if Huang estimates each GW data center needs 35B in GPUs that need to be replaced every 5 years. Sammy says hes building ~20GW, 700B in GPU depreciating over 5 year intervals. Hotdamn. That is some wild ROI needs. However if people give Sammy the money his job is pretty much throw it by the fistfull at mr leather jacket.

Gold this high means less profits for NVDIA and AMD - They use gold as a conductor on their GPUs and CPU pins!

Haung estimates each data center ~50B with 35B in gpus which need to replaced every 5 years. No wonder he loves this shit. Revenue generated on them better be absolutely wilding. Good luck Sammy boi

lol GPUS dump has arrived

Trillions in AI infrastructure, billions in GPUs - just for boomers deepfaking themselves into Tuscany sunsets in poor quality.

He will suck any dick as long as the said dicks owner buys gpus from him

GPUS CCCX

AMD already running out of steam.  Have people realised that Lisa Su literally gave away 10% of her company just to go "pwease use our GPUs too uwu"

GPUS ai news 🔥

GPUS next iren 🔥

money as an investment is stupid, it just goes down in value over time /s (gold isn't just used for jewelry, its also a critical metal for GPUs and other tech - its incredibly conductive. also in CPUs)

NVDA should create a new company to buy their own GPUs. Only with a single GPU they can create a trillion in revenue

GPUS

Went all in on GPUS.

- A typical high-end AI GPU might use ~0.05–0.2 grams of gold in total interconnects and plating. - Multiply that across millions of data center GPUs, and you get hundreds of kilograms of gold used industry-wide — worth tens of millions of dollars.

"Nvidia's total gold usage is not publicly disclosed, though gold is a key material in its high-performance GPUs and other components used for AI and data centers. While industrial video equipment can contain up to 56 grams of gold per machine, and a single high-performance GPU might use grams of the precious metal, the exact amount Nvidia uses is proprietary information."

Nvidia, AMD, Intel — they all make the chips. But POET builds the in-between tech that makes those chips talk to each other way faster and way cheaper. Instead of electricity, they use light (photonic chips), which means less heat, more speed, and lower cost. AI and data centers are exploding, and POET is the piece that lets all those GPUs actually work together efficiently. In short: the giants build the engines, but POET builds the highway that makes them run at full speed.

Even jensen hung is funding AMD gpus by paying openAI and you think amd is a short bers LMAO🤌

Damn Nvidia giving $20Bn to xAI. Expect them to announce they gonna be buying AMD gpus soon

Someone posted to buy GPUS, I did up 40% since Friday … everyone was shitting on him. Idek what they do really but I guess I’m riding

The fact that ORCL isn’t even making money on its AI cloud shows that they are truly just a front for NVDA to unload GPUs onto

Lol oh no "if Oracle can't make money with GPUs, then noone can!"

Overreaction to ORCL losses IMO reads like it took time to setup data center infra to rent out the purchased GPUs. Careful going cash only I doubt the music stops simply because everyone expects it to.

$RDDT was $282.95 just a couple of weeks ago and hit $203 today. One of the rare platforms with more real humans on internet than the AI slop everywhere else Meanwhile people are chasing the overpriced, low margin, debt and capital intensive stocks with depreciating assets (GPUs) like $NBIS

apparently sell off today started by orcl insider report that they're losing money renting GPUs but wait, that's how they're supposed to make all their money. LMAO

Its fun to see how inter leveraged the market is now. Watching random companies drop in sync because oracle dont make as much money as people hopped renting out nvda gpus

can anyone post the nonpaywalled article, like how exactly did they fail to monetize their GPUs? was it cuz they undercut hard tyo get marketshare, since theyre the new kid on the hyperscaler block? was it cuz blackwell stacks were poorly optimized/defective/bad so they invested too soon into bad tech? was it cuz simply no one cared and customers didnt show up cuyz they didnt see the need for compute? like more than a stupid headline, **WHY** did they make a 100m loss?

think the dip is due to that Oracle story. "internal oracle data" shows they losing money renting GPUS, some website I never heard of, $299 paywall The bar to manipulate the market is so low...

GPUS is the next one up 60% in a week

Data centres are being built by non-gamers. GPUs have a feeble lifespan. I'm gonna bet In three years NBIS won't be able to run a modded minecraft game without rolling blackouts in a nearby town on their servers.

bers hate amd bc its gpus are stealig their jobs at wendys LMAO 🤌

Gpus short squeeze

Gpus nvts thank you for your attention to this matter

GPUS 🚀

IONQ and CCCX will dominate the QPU industry similarly to NVDA and AMC with GPUs

bers did amd so dirty in 2024 that jensen hung invested 100b into openai so they can buy 100b amd gpus LMAO 🤌

Does anybody want to set up a shell AI company with ticker GPUS We don't need revenue, profit, or anything. Just a fancy writeup and half assed homepage. Should be good for a $1B valuation

GPUS all in :), it’s a data center

All in on GPUS!

OpenAI gets: 10% of AMD, GPUs AMD gets ?

So AMD basically hands OpenAI 10% of their company (~$34 billion as of today) to buy AMD GPUs over the next few years, what a fucking great deal

Your GPUs are so in demand that you sell 10% of your company.

Financial analysts -> Rating agencies Tech companies "deals" -> CDOs GPUs and data centers -> houses