And what did we learn?

---

Forget cracking the moat. We went from questioning whether AMD could scrape 10% of market share from Nvidia to >30% market share to one of the biggest if not biggest AI hardware customers in the 🌍

---

I do feel like the big part of this deal is that it validated MI450. So far we only had rumours MI450 can compete. Openai have had early access to MI450 and must have been extensively testing it. MI450 being the first chip amd has made, that openai believes can perform at the level of NVDA chips. To me that seems like a huge deal when AMD is 10x smaller of a company. I think there must be more orders for MI450 in the pipeline if it is a competitive alternative to next gen Nvda line. To this point none of the AMD line has seen a deal anything like this magnitude. AMD stock was at 160 back in 2021 before AI was even a thing in the stock market. Well before NVDA meteoric rise. Now we have a confirmed revenue stream in AI that's bigger than the whole of 2021 revenue and AMD stock price is only 25% above that point... Seems crazy lol. I'm sure we have a ways to go here.

---

We all are with this hyperinflation

---

i hope they have a fire sale for them on the lawn of the white house. “these are the stiffest, thirstiest pegging pals ever developed. we haven’t see pegging like this since stephen miller watched his wife lay the hammer to elon. a year ago they said we were done… they said a fucking like this wasn’t possible. now people are lined up around the world, terriff dollars in hand asking “please mr trump, can i go next?”

---

Elmo dispatching a squadron of lawyers as we speak, demanding that he be included in all memes of this type.

---

And we all know what happened in Germany not long after 1923.

---

TSLR: “we are building a robot capable of doing complex manufacturing tasks” The robot: Hiya! (Karate chop)

---

If only we knew lol

---

we will never witness a red day again

---