ICYMI: AI agents need CPUs as much as GPUs — and AMD is cashing in #AI #AMD
@quartzmedia.bsky.social
@semiconductornews.bsky.socialAMD Q2 2026 revenue $11.5B, Data Center up 107%. EPYC & Instinct fuel AI
Sponsor this channel today. https://www.ProNetGrowth.com/?utm_source=bluesky&utm_medium=post&utm_campaign=news-semiconductor&utm_content=semiconductor
@semiconductornews.bsky.socialAMD Q2 2026 revenue $11.5B, Data Center up 107%. EPYC & Instinct fuel AI
Sponsor this channel today. https://www.ProNetGrowth.com/?utm_source=bluesky&utm_medium=post&utm_campaign=news-semiconductor&utm_content=semiconductor
@magg60.bsky.social#RadeonRX10900 XTX and will offer about 200 computing units versus 96 in the current one Radeon RX 7900 XTXThe second oldest model with a presumed name Radeon RX The 10900 XT will receive around 154 blocks, repeating the positioning Radeon RX The 7900 XT with its 84 blocks is relatively small
#AMD
@pcmasterinsider.bsky.socialAMD is officially bringing machine-learning FSR 4 upscaling to handheld PCs and mobile APUs with a tailored lightweight model coming in 2026.
@crossvol.bsky.social$329M of options premium hit $AMD by the close, 0.9x its recent average of $375M a session, calls took 83% of it. 37% sat in the Oct 7 expiry, led by the 640 calls with $8.49M. Dealer books are long gamma above the 605 flip, so their hedging leans against moves.
@the-bacon-sarnie.bsky.socialMuch more hacking and slashing
17:00 BST
www.twitch.tv/the_bacon_sarnie
#amd #ryzen9 #9950x3d #nvidia #asus #rogstrix #rtx4090oc #msicarbon #gamer #youtube #livestream #melt #dripping #moistgusset #blurp #desert #crimson #swords #sorcery #sandals
@pulseofnations.lolChip stocks fell 2-3 percent Wednesday premarket as the 10-year yield topped 5.3 percent and crude added pressure, with Samsung earnings and $14 billion in ETF rebalancing due Thursday.
#Amd #Micron #Samsung #Sandisk #Semiconductors #TreasuryYields
@astroconomics.bsky.socialExplain Wednesday | $AMD Data: Price $649.42; NeuroScore 0.55/1.00; Street tgt -2.0% Thesis: Gross margin 55.7%; 1M trend +42.4% Risk: earnings in 27d; guide and margin trend vs consensus. NeuroScore runs 0-1 (higher = stronger composite setup, 30d view). #AMD
@guruhitech.bsky.socialGEEKOM Mini PC Prime Day: offerte fino al 30%, i modelli da tenere d’occhio #amazon #amd #automazione #computer #copilot #coupon #geekom #intel #Linux #minipc #monitor #offerte #privacy #sconto #ssd #ubuntu #Windows #windows11 🔗 https://guruhitech.com/offerte-geekom-prime-day/
@edsonbellido.bsky.social3/4 AMD lands a marquee deployment inside OpenAI's fleet; Vera must mature to win similar sockets. Custom silicon already carries yield and schedule risk, and an unproven host compounds it. Maturity or integration: which wins your host CPU vote? #Datacenter #AMD
@edsonbellido.bsky.social1/4 256 cores, 1 GB of L3, 600W, $14,904. AMD's Venice flagship adds 64 cores over Turin for just $91 more on the sticker. The real pricing story sits below the list. Reporting: Rahim Amir, TechRadar. 🧵 #AMD #EPYC
![SemiRecap Infographic [MARKET_DATA_METRIC]: AMD's 256-Core EPYC 9996 Sets Price Record. A 2.5D vector cartoon illustration on a solid pure white background (#FFFFFF): a giant Deep Maroon (#450d16) EPYC 9996 server chip with warm gold pins and cyan bus traces sits on a display pedestal wearing an oversized $14,904 price tag. Beside it, a small comparison bar chart shows Turin at $14,813 and Intel's Xeon 6980P at $17,800 for scale. Clean structural labels read '256 ZEN 6C CORES', '1 GB L3 CACHE', '600W', 'PCIE 6.0' and 'MRDIMM', with a small '~$58 PER CORE' callout floating near the die.](https://cdn.bsky.app/img/feed_fullsize/plain/did:plc:nxdiuv7626cjwxguzjlh4o3b/bafkreif44uf6y3ny3t6pgbloyoqc2hgrcte7alhuti4otbmr73vqrdmla4@png)
@wealthwise-dca.bsky.socialCiti said AI agents can run continuously and generate substantially more inference, increasing demand across enterprise and consumer workloads.
@happy-homhom.bsky.social
@budgetgamerz.bsky.social
@cartucho.gl
@aistockwire.bsky.social