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Intel and AMD Face Lawsuits Over Chips Found in Russian WeaponsAmerican tech giants Intel and AMD have come under fire following serious allegations that their chips ended up in Russian weapons used in the war against Ukraine. A group of Ukrainian citizens has filed a series of class action lawsuits in a Texas state court, claiming the companies failed to prevent the re-export of their technology to Russia — despite existing sanctions and embargoes. Five deadly attacks, U.S. chips in Iranian drones and Russian missiles The lawsuits, filed Wednesday in Dallas by U.S. mass tort attorney Mikal Watts, cite five specific attacks between 2023 and 2025 that reportedly killed dozens. The complaints allege that: 🔹 Iranian-made drones contained Intel and AMD components 🔹 Russian KH-101 cruise missiles and Iskander ballistic missiles used U.S. chips 🔹 Chips were routed through shell companies and third parties to bypass export controls Despite public claims by both companies that they fully halted operations in Russia after the war began and implemented strict compliance mechanisms, the chips allegedly reached the front lines through alternative supply chains. U.S. chips in Russian weapons: negligence or deliberate oversight? The lawsuits claim Intel, AMD, Texas Instruments, and the distributor Mouser Electronics — owned by Berkshire Hathaway — turned a blind eye to signs that their technologies were being used by the Russian military. Mouser allegedly distributed chips through proxy firms controlled by Russian intermediaries. This comes amid repeated warnings from the U.S. government urging chipmakers to crack down on the resale of their technologies. Senator Richard Blumenthal previously accused tech firms of “knowingly and consciously allowing Russia to benefit from their technology.” Why Texas? Ukraine’s court system paralyzed by war All lawsuits were filed in Texas, where the companies are headquartered or have major operations. Plaintiffs argue that the war makes it impossible to pursue legal action in Ukraine’s own court system. Despite the gravity of the allegations, Intel and AMD stocks remain relatively stable, showing little market reaction so far. Intel under added pressure: Executive linked to trade secret theft at TSMC The lawsuits come as Intel faces additional scrutiny. One of its newest executives, Wei-Jen Lo — formerly of TSMC — is under investigation in Taiwan over alleged theft of semiconductor trade secrets and violations of non-compete agreements. Prosecutors have seized Lo’s computers and frozen some of his assets, including real estate. TSMC has launched legal action, claiming Lo breached its policies before joining Intel. Lo now serves as Intel’s Vice President of R&D. Intel CEO Lip-Bu Tan has publicly denied the allegations and defended Lo, calling the accusations baseless. #Intel , #AMD , #AI , #Geopolitics , #technews Stay one step ahead – follow our profile and stay informed about everything important in the world of cryptocurrencies! Notice: ,,The information and views presented in this article are intended solely for educational purposes and should not be taken as investment advice in any situation. The content of these pages should not be regarded as financial, investment, or any other form of advice. We caution that investing in cryptocurrencies can be risky and may lead to financial losses.“

Intel and AMD Face Lawsuits Over Chips Found in Russian Weapons

American tech giants Intel and AMD have come under fire following serious allegations that their chips ended up in Russian weapons used in the war against Ukraine. A group of Ukrainian citizens has filed a series of class action lawsuits in a Texas state court, claiming the companies failed to prevent the re-export of their technology to Russia — despite existing sanctions and embargoes.

Five deadly attacks, U.S. chips in Iranian drones and Russian missiles
The lawsuits, filed Wednesday in Dallas by U.S. mass tort attorney Mikal Watts, cite five specific attacks between 2023 and 2025 that reportedly killed dozens. The complaints allege that:
🔹 Iranian-made drones contained Intel and AMD components

🔹 Russian KH-101 cruise missiles and Iskander ballistic missiles used U.S. chips

🔹 Chips were routed through shell companies and third parties to bypass export controls
Despite public claims by both companies that they fully halted operations in Russia after the war began and implemented strict compliance mechanisms, the chips allegedly reached the front lines through alternative supply chains.

U.S. chips in Russian weapons: negligence or deliberate oversight?
The lawsuits claim Intel, AMD, Texas Instruments, and the distributor Mouser Electronics — owned by Berkshire Hathaway — turned a blind eye to signs that their technologies were being used by the Russian military. Mouser allegedly distributed chips through proxy firms controlled by Russian intermediaries.
This comes amid repeated warnings from the U.S. government urging chipmakers to crack down on the resale of their technologies. Senator Richard Blumenthal previously accused tech firms of “knowingly and consciously allowing Russia to benefit from their technology.”

Why Texas? Ukraine’s court system paralyzed by war
All lawsuits were filed in Texas, where the companies are headquartered or have major operations. Plaintiffs argue that the war makes it impossible to pursue legal action in Ukraine’s own court system.
Despite the gravity of the allegations, Intel and AMD stocks remain relatively stable, showing little market reaction so far.

Intel under added pressure: Executive linked to trade secret theft at TSMC
The lawsuits come as Intel faces additional scrutiny. One of its newest executives, Wei-Jen Lo — formerly of TSMC — is under investigation in Taiwan over alleged theft of semiconductor trade secrets and violations of non-compete agreements.
Prosecutors have seized Lo’s computers and frozen some of his assets, including real estate. TSMC has launched legal action, claiming Lo breached its policies before joining Intel. Lo now serves as Intel’s Vice President of R&D.
Intel CEO Lip-Bu Tan has publicly denied the allegations and defended Lo, calling the accusations baseless.

#Intel , #AMD , #AI , #Geopolitics , #technews

Stay one step ahead – follow our profile and stay informed about everything important in the world of cryptocurrencies!
Notice:
,,The information and views presented in this article are intended solely for educational purposes and should not be taken as investment advice in any situation. The content of these pages should not be regarded as financial, investment, or any other form of advice. We caution that investing in cryptocurrencies can be risky and may lead to financial losses.“
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Bullish
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📦 Nvidia received the "green light" to sell H200 in China — but with a condition of 25% for the USA The USA has made a bold move in the global AI race. President Donald Trump announced that Nvidia will be able to sell its powerful AI chips H200 in China, but only to "approved customers" and only on the condition that the USA receives 25% of the profits from these sales. According to Trump, the U.S. Department of Commerce is already finalizing the details of the deal, which will affect not only #NVIDIA but also #AMD , Intel, and other manufacturers. No less resonant was Beijing's reaction: President Xi Jinping reportedly "responded positively" to the proposed cooperation model. 🔍 What this means for the market: • Nvidia regains access to one of the largest global markets. • The USA is tightening control over strategic AI technologies and monetizing exports. • China may gain legal access to newer AI hardware, but under American oversight. • Chipmakers' stocks may receive a short-term boost.
📦 Nvidia received the "green light" to sell H200 in China — but with a condition of 25% for the USA

The USA has made a bold move in the global AI race. President Donald Trump announced that Nvidia will be able to sell its powerful AI chips H200 in China, but only to "approved customers" and only on the condition that the USA receives 25% of the profits from these sales.

According to Trump, the U.S. Department of Commerce is already finalizing the details of the deal, which will affect not only #NVIDIA but also #AMD , Intel, and other manufacturers.

No less resonant was Beijing's reaction: President Xi Jinping reportedly "responded positively" to the proposed cooperation model.

🔍 What this means for the market:
• Nvidia regains access to one of the largest global markets.
• The USA is tightening control over strategic AI technologies and monetizing exports.
• China may gain legal access to newer AI hardware, but under American oversight.
• Chipmakers' stocks may receive a short-term boost.
#VoteToDelistOnBinance Exploring the **BNB/AMD** pair! Binance Coin (BNB) continues to show strong potential, and pairing it with the Armenian Dram (AMD) opens up unique opportunities. Keep an eye on this dynamic duo! 💹 #Crypto #BNB #AMD #CryptoNews --- Let me know if you'd like to tweak it further!
#VoteToDelistOnBinance
Exploring the **BNB/AMD** pair! Binance Coin (BNB) continues to show strong potential, and pairing it with the Armenian Dram (AMD) opens up unique opportunities. Keep an eye on this dynamic duo! 💹 #Crypto #BNB #AMD #CryptoNews
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Trillion-Dollar Deal: New AI Alliance Between the USA and Saudi ArabiaAmerican technology firms have entered into an agreement with the Saudi Arabian company Humain for the large-scale development of the artificial intelligence sector in the region. The initiative is accompanied by President Donald Trump's trip to the country. Nvidia Nvidia will sell more than 18,000 of its latest AI chips to Humain. This was announced by the CEO of the American chipmaker Jensen Huang during a trip to the region that included Trump and leaders of other companies.

Trillion-Dollar Deal: New AI Alliance Between the USA and Saudi Arabia

American technology firms have entered into an agreement with the Saudi Arabian company Humain for the large-scale development of the artificial intelligence sector in the region. The initiative is accompanied by President Donald Trump's trip to the country.
Nvidia
Nvidia will sell more than 18,000 of its latest AI chips to Humain. This was announced by the CEO of the American chipmaker Jensen Huang during a trip to the region that included Trump and leaders of other companies.
OpenAI and AMD Team Up as the AI Chip War IntensifiesOpenAI has entered a multi-year agreement with AMD that could reshape the AI chip landscape Under the deal AMD will provide 6,000 megawatts of computing power and OpenAI has the option to purchase up to 10 percent of AMD’s shares at just one cent per share The announcement caused AMD’s stock to surge 35 percent in pre-market trading and added over a hundred billion dollars to its market value in a single day The motivation behind this partnership is strategic OpenAI aims to reduce reliance on Nvidia which currently dominates the AI chip market Relying solely on Nvidia could limit OpenAI’s bargaining power and hinder innovation if supply falls short or prices rise sharply What makes this deal particularly clever is the equity incentive OpenAI is not only securing chip supply but also aligning its long-term interests with AMD If AMD’s stock rises significantly OpenAI stands to own a substantial stake transforming from a customer into a shareholder with aligned incentives This approach ensures that OpenAI benefits from AMD’s success while securing a stable and powerful computing foundation for its AI projects This collaboration signals a new phase in the AI chip industry where strategic partnerships, equity alignment, and supply security are becoming as important as raw computational power The OpenAI-AMD deal highlights how major players are positioning themselves for the next wave of AI innovation and competitiveness in the United States #OpenAI #AMD #AIChips #techinnovation

OpenAI and AMD Team Up as the AI Chip War Intensifies

OpenAI has entered a multi-year agreement with AMD that could reshape the AI chip landscape Under the deal AMD will provide 6,000 megawatts of computing power and OpenAI has the option to purchase up to 10 percent of AMD’s shares at just one cent per share The announcement caused AMD’s stock to surge 35 percent in pre-market trading and added over a hundred billion dollars to its market value in a single day

The motivation behind this partnership is strategic OpenAI aims to reduce reliance on Nvidia which currently dominates the AI chip market Relying solely on Nvidia could limit OpenAI’s bargaining power and hinder innovation if supply falls short or prices rise sharply

What makes this deal particularly clever is the equity incentive OpenAI is not only securing chip supply but also aligning its long-term interests with AMD If AMD’s stock rises significantly OpenAI stands to own a substantial stake transforming from a customer into a shareholder with aligned incentives This approach ensures that OpenAI benefits from AMD’s success while securing a stable and powerful computing foundation for its AI projects

This collaboration signals a new phase in the AI chip industry where strategic partnerships, equity alignment, and supply security are becoming as important as raw computational power The OpenAI-AMD deal highlights how major players are positioning themselves for the next wave of AI innovation and competitiveness in the United States

#OpenAI #AMD #AIChips #techinnovation
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Companies #AMD and #Oracle have signed a strategic agreement to create a computing cluster for artificial intelligence #Aİ . It will utilize 50,000 AMD MI450 graphics processors. The deployment of the infrastructure will begin in the third quarter of next year at Oracle's sites, and the total capacity of the project will be about 200 MW. The companies stated that they intend to continue the partnership until 2027 and beyond. In their opinion, this reflects the growing demand for resources for AI and the desire of cloud providers to establish themselves in a new cycle of infrastructure investments. The financial terms of the agreement are not disclosed. AMD's shares rose more than 2% in premarket trading, while Oracle's shares fell by approximately 1% amid news of the partnership. Both companies are strengthening their positions against the backdrop of intensifying competition among AI chip manufacturers and cloud platforms.
Companies #AMD and #Oracle have signed a strategic agreement to create a computing cluster for artificial intelligence #Aİ . It will utilize 50,000 AMD MI450 graphics processors.

The deployment of the infrastructure will begin in the third quarter of next year at Oracle's sites, and the total capacity of the project will be about 200 MW.

The companies stated that they intend to continue the partnership until 2027 and beyond. In their opinion, this reflects the growing demand for resources for AI and the desire of cloud providers to establish themselves in a new cycle of infrastructure investments. The financial terms of the agreement are not disclosed.

AMD's shares rose more than 2% in premarket trading, while Oracle's shares fell by approximately 1% amid news of the partnership. Both companies are strengthening their positions against the backdrop of intensifying competition among AI chip manufacturers and cloud platforms.
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#Training#Pattern#AMD#Обучение #AMD #Паттерн 📊 Phases of market manipulation: How the "whales" play against the crowd 🎭 🌴 Accumulation phase (Accumulation) ⏳ The price is moving sideways ↔️, creating an illusion of stability. At this moment, retail traders 🏃‍♂️💨 rush to open positions — longs 📈 or shorts 📉 — without waiting for boundary deviations. But it's a trap! 🕳️

#Training#Pattern#AMD

#Обучение #AMD #Паттерн

📊 Phases of market manipulation: How the "whales" play against the crowd 🎭

🌴 Accumulation phase (Accumulation) ⏳
The price is moving sideways ↔️, creating an illusion of stability. At this moment, retail traders 🏃‍♂️💨 rush to open positions — longs 📈 or shorts 📉 — without waiting for boundary deviations. But it's a trap! 🕳️
If you had to go all in 1 of these stocks for next 5 years which do you pick? 1. #AMD 2. #TSLA 3. #PLTR 4. #NVDA 5. #MELI 6. #ALAB 7. #CRWD 8. #SOFI 9. $HOOD 10.Or you could just play it “safe” and put it all in the #SQQ #Trade #BTC #Stocks
If you had to go all in 1 of these stocks for next 5 years which do you pick?
1. #AMD
2. #TSLA
3. #PLTR
4. #NVDA
5. #MELI
6. #ALAB
7. #CRWD
8. #SOFI
9. $HOOD
10.Or you could just play it “safe” and put it all in the #SQQ #Trade #BTC #Stocks
💥 Nvidia, AMD to Pay US 15% of AI Chip Sales to China 💥 In a surprising move, Nvidia and AMD, two leading AI chipmakers, will now pay 15% of their revenues from chip sales to China directly to the U.S. government. This decision is making waves in the tech industry, as it could reshape how global tech companies operate. 🤔 💡 Why Is This Happening? 💡 The U.S. government has imposed this new rule as part of its strategy to maintain a competitive edge in the global tech race, particularly with China’s growing influence in artificial intelligence. By taking a portion of the revenue, the U.S. aims to control the flow of advanced AI technologies and limit China’s ability to advance in this area. This could affect both companies' profits and their global market strategies. 💸 🌍 Impact on Global Markets and Crypto 🌍 The 15% fee could have a ripple effect across multiple industries. For investors, especially in tech and AI, this may influence the stock prices of Nvidia and AMD. Furthermore, the growing tension between the U.S. and China could impact other sectors, including cryptocurrencies, as these technologies rely on cutting-edge chips. Investors will need to keep a close eye on the potential fallout from these changes. 📉📈 💬 What’s Your Take on This Move? 💬 Do you think this new policy will hurt or help the tech industry in the long run? Could it lead to more innovation or more conflict? Share your thoughts in the comments below! 👇 🙏 Remember to follow, like with love, and share this post to help grow the Binance Write-to-Earn community! Let’s grow together! 🙏 #Nvidia #AMD #AIChips #Write2Earn #BinanceSquare
💥 Nvidia, AMD to Pay US 15% of AI Chip Sales to China 💥

In a surprising move, Nvidia and AMD, two leading AI chipmakers, will now pay 15% of their revenues from chip sales to China directly to the U.S. government. This decision is making waves in the tech industry, as it could reshape how global tech companies operate. 🤔

💡 Why Is This Happening? 💡

The U.S. government has imposed this new rule as part of its strategy to maintain a competitive edge in the global tech race, particularly with China’s growing influence in artificial intelligence. By taking a portion of the revenue, the U.S. aims to control the flow of advanced AI technologies and limit China’s ability to advance in this area. This could affect both companies' profits and their global market strategies. 💸

🌍 Impact on Global Markets and Crypto 🌍

The 15% fee could have a ripple effect across multiple industries. For investors, especially in tech and AI, this may influence the stock prices of Nvidia and AMD. Furthermore, the growing tension between the U.S. and China could impact other sectors, including cryptocurrencies, as these technologies rely on cutting-edge chips. Investors will need to keep a close eye on the potential fallout from these changes. 📉📈

💬 What’s Your Take on This Move? 💬

Do you think this new policy will hurt or help the tech industry in the long run? Could it lead to more innovation or more conflict? Share your thoughts in the comments below! 👇

🙏 Remember to follow, like with love, and share this post to help grow the Binance Write-to-Earn community! Let’s grow together! 🙏

#Nvidia #AMD #AIChips #Write2Earn #BinanceSquare
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💻⚡ IBM BRINGS THE QUANTUM ALGORITHM TO AMD CHIP: A TURNING POINT IN HYBRID COMPUTING ⚡💻 IBM has announced a significant advancement in the field of quantum computing: it is now capable of executing a key algorithm for quantum error correction on traditional AMD chips, specifically on FPGAs (Field Programmable Gate Arrays), which are already widely available on the market and used in data centers and embedded systems. Quantum computing relies on qubits, which, unlike traditional bits, can represent both 0 and 1 simultaneously. This characteristic allows quantum computers to solve complex problems, such as simulating chemical reactions or optimizing logistics systems, much faster than classical computers. However, qubits are extremely sensitive to errors caused by environmental interference, and the dynamic correction of these errors is one of the major challenges in the field. The algorithm developed by IBM, already presented last June, has now been successfully tested on AMD chips, demonstrating its ability to operate in real time and ten times faster than necessary, according to Jay Gambetta, Vice President of IBM Quantum. This solution paves the way for hybrid architectures between quantum and classical computing, making quantum technology more accessible and scalable without the need for extremely costly custom components. This breakthrough represents not only a technological advantage for IBM and AMD but also an important step toward the true commercialization of quantum computing, crucial for achieving IBM's goal of building the Starling system by 2029, with a significant acceleration compared to the planned roadmap. #quantumcomputers #quantum #AMD #ibm
💻⚡ IBM BRINGS THE QUANTUM ALGORITHM TO AMD CHIP: A TURNING POINT IN HYBRID COMPUTING ⚡💻

IBM has announced a significant advancement in the field of quantum computing: it is now capable of executing a key algorithm for quantum error correction on traditional AMD chips, specifically on FPGAs (Field Programmable Gate Arrays), which are already widely available on the market and used in data centers and embedded systems.

Quantum computing relies on qubits, which, unlike traditional bits, can represent both 0 and 1 simultaneously.
This characteristic allows quantum computers to solve complex problems, such as simulating chemical reactions or optimizing logistics systems, much faster than classical computers.
However, qubits are extremely sensitive to errors caused by environmental interference, and the dynamic correction of these errors is one of the major challenges in the field.

The algorithm developed by IBM, already presented last June, has now been successfully tested on AMD chips, demonstrating its ability to operate in real time and ten times faster than necessary, according to Jay Gambetta, Vice President of IBM Quantum.

This solution paves the way for hybrid architectures between quantum and classical computing, making quantum technology more accessible and scalable without the need for extremely costly custom components.

This breakthrough represents not only a technological advantage for IBM and AMD but also an important step toward the true commercialization of quantum computing, crucial for achieving IBM's goal of building the Starling system by 2029, with a significant acceleration compared to the planned roadmap.
#quantumcomputers #quantum #AMD #ibm
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Bullish
👀👉AMD Earnings: Revenues Hit $9.25 Billion Advanced Micro Devices (AMD) just announced an outstanding Q3 2025, marking a new revenue record of $9.25 billion; a 36% jump year-over-year. Their adjusted earnings per share (EPS) came in at $1.20, beating analyst expectations of $1.16, with net income hitting $1.24 billion. AMD’s data center segment led the charge, generating $4.3 billion in revenue, surpassing forecasts and highlighting the company's dominance in high-performance computing and AI accelerators like Ryzen, EPYC, and Instinct GPUs. Looking ahead, AMD projects a robust Q4 2025 revenue of about $9.6 billion, signaling a continued growth trajectory fueled by AI and data center demand. Despite the strong financial results, AMD's stock experienced a slight dip post-report, reflecting cautious investor sentiment. CEO Dr. Lisa Su emphasized, "Our record quarterly performance and strong guidance underscore AMD’s leadership in compute and AI markets, driving significant revenue and earnings growth." This solid performance, combined with strategic AI investments and partnerships (including one with OpenAI), positions AMD as a key player in the chip industry’s future. #AMD
👀👉AMD Earnings: Revenues Hit $9.25 Billion

Advanced Micro Devices (AMD) just announced an outstanding Q3 2025, marking a new revenue record of $9.25 billion; a 36% jump year-over-year. Their adjusted earnings per share (EPS) came in at $1.20, beating analyst expectations of $1.16, with net income hitting $1.24 billion.

AMD’s data center segment led the charge, generating $4.3 billion in revenue, surpassing forecasts and highlighting the company's dominance in high-performance computing and AI accelerators like Ryzen, EPYC, and Instinct GPUs.

Looking ahead, AMD projects a robust Q4 2025 revenue of about $9.6 billion, signaling a continued growth trajectory fueled by AI and data center demand. Despite the strong financial results, AMD's stock experienced a slight dip post-report, reflecting cautious investor sentiment.

CEO Dr. Lisa Su emphasized, "Our record quarterly performance and strong guidance underscore AMD’s leadership in compute and AI markets, driving significant revenue and earnings growth."

This solid performance, combined with strategic AI investments and partnerships (including one with OpenAI), positions AMD as a key player in the chip industry’s future.

#AMD
#TrumpAtDAS $BNB Exploring the **BNB/AMD** pair! Binance Coin (BNB) continues to show strong potential, and pairing it with the Armenian Dram (AMD) opens up unique opportunities. Keep an eye on this dynamic duo! 💹 #BNB #AMD #Blockchain #CryptoNews --- Let me know if you'd like to tweak it further!
#TrumpAtDAS
$BNB
Exploring the **BNB/AMD** pair! Binance Coin (BNB) continues to show strong potential, and pairing it with the Armenian Dram (AMD) opens up unique opportunities. Keep an eye on this dynamic duo! 💹 #BNB #AMD #Blockchain #CryptoNews

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#VoteToDelistOnBinance $BNB Exploring the **BNB/AMD** pair! Binance Coin (BNB) continues to show strong potential, and pairing it with the Armenian Dram (AMD) opens up unique opportunities. Keep an eye on this dynamic duo! 💹 #Crypto #BNB #AMD #CryptoNews --- Let me know if you'd like to tweak it further!
#VoteToDelistOnBinance
$BNB
Exploring the **BNB/AMD** pair! Binance Coin (BNB) continues to show strong potential, and pairing it with the Armenian Dram (AMD) opens up unique opportunities. Keep an eye on this dynamic duo! 💹 #Crypto #BNB #AMD #CryptoNews

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Can anyone tell me how much profit can i make daily by mining crypto on a mining machine with x2 AMD radeon RX580 GPUs if i have free electricity? And also what would be the best scrypt to run on this system? #Mining #crypto #bitcoin #AMD
Can anyone tell me how much profit can i make daily by mining crypto on a mining machine with x2 AMD radeon RX580 GPUs if i have free electricity? And also what would be the best scrypt to run on this system?
#Mining #crypto #bitcoin #AMD
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Bullish
$BNB Exploring the **BNB/AMD** pair! Binance Coin (BNB) continues to show strong potential, and pairing it with the Armenian Dram (AMD) opens up unique opportunities. Keep an eye on this dynamic duo! 💹 #Crypto #BNB #AMD #trading #CryptoNews --- Let me know if you'd like to tweak it further!
$BNB
Exploring the **BNB/AMD** pair! Binance Coin (BNB) continues to show strong potential, and pairing it with the Armenian Dram (AMD) opens up unique opportunities. Keep an eye on this dynamic duo! 💹 #Crypto #BNB #AMD #trading #CryptoNews

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Bearish
PO3 or AMD $INJ wondering why everything is pumping but #InjectiveCoin is not? Reason is shown on the charts It had bearish po3, now its in the last phase and aiming for more downside around 28-31$ #HotTrends #INJHeatmap #amd
PO3 or AMD
$INJ wondering why everything is pumping but #InjectiveCoin is not? Reason is shown on the charts
It had bearish po3, now its in the last phase and aiming for more downside around 28-31$
#HotTrends #INJHeatmap #amd
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Bitcoin falls below 113,000! Ethereum narrowly holds at 4,100! U.S. semiconductor stocks plunge across the board, Nvidia drops 3.5%, and #AMD plummets 5.4%!
Bitcoin falls below 113,000! Ethereum narrowly holds at 4,100! U.S. semiconductor stocks plunge across the board, Nvidia drops 3.5%, and #AMD plummets 5.4%!
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$AMD(AMD)$ 【AMD Strikes at NVLink: Can the Open Helios Cabinet Disrupt the AI Landscape?】 Nvidia has dominated the AI chip market for a decade, and the real turning point may explode at the "full cabinet system" level. Last night, AMD unveiled the MI355X/MI400 and launched the Helios cabinet: 72 GPUs + UALink open interconnection, the entire cabinet is treated as "a supercomputer." Higher HBM capacity and power consumption ratio lead to a 29% reduction in inference cost per token (compared to Nvidia's B200), with Crusoe purchasing 13,000 units at once as evidence of demand. OpenAI, Meta, and xAI have already locked in orders, and Oracle plans to deploy 131,000 units in clusters. AI business revenue for 2024 has exceeded $5 billion, and management has raised the TAM to over $500 billion by 2028; if AMD's AI-related revenue grows to $8 billion in 2025, non-GAAP EPS will rise to $6, which, even at a 30 × PE ratio, points to $180, while the current price is still below $120. The market underestimates not only the "second supplier" but also the accelerator effect of AMD's transition to a "CPU + GPU + Network + Cabinet" full-stack platform. 💡Question: Can an open ecosystem really leverage NVLink's moat? Will Helios become a cost shockwave for cloud vendors? Not an investment suggestion. #AMD #NVIDIA
$AMD(AMD)$ 【AMD Strikes at NVLink: Can the Open Helios Cabinet Disrupt the AI Landscape?】

Nvidia has dominated the AI chip market for a decade, and the real turning point may explode at the "full cabinet system" level. Last night, AMD unveiled the MI355X/MI400 and launched the Helios cabinet: 72 GPUs + UALink open interconnection, the entire cabinet is treated as "a supercomputer." Higher HBM capacity and power consumption ratio lead to a 29% reduction in inference cost per token (compared to Nvidia's B200), with Crusoe purchasing 13,000 units at once as evidence of demand. OpenAI, Meta, and xAI have already locked in orders, and Oracle plans to deploy 131,000 units in clusters.

AI business revenue for 2024 has exceeded $5 billion, and management has raised the TAM to over $500 billion by 2028; if AMD's AI-related revenue grows to $8 billion in 2025, non-GAAP EPS will rise to $6, which, even at a 30 × PE ratio, points to $180, while the current price is still below $120. The market underestimates not only the "second supplier" but also the accelerator effect of AMD's transition to a "CPU + GPU + Network + Cabinet" full-stack platform.

💡Question: Can an open ecosystem really leverage NVLink's moat? Will Helios become a cost shockwave for cloud vendors?

Not an investment suggestion.

#AMD #NVIDIA
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