AMD stock rises after best earnings in 7 years
marketwatch.com
AMD stock rises after best earnings in 7 years
1–10 of 90 posts
Re: AMD stock rises after best earnings in 7 years
#2[deleted]
Re: AMD stock rises after best earnings in 7 years
#3I mean I'm happy for AMD but "company makes money: stocks go up" is pretty much dog-bites-man non news.
Re: AMD stock rises after best earnings in 7 years
#4AMD should thank Nvidia for failing to produce enough cards to meet demand.
Re: AMD stock rises after best earnings in 7 years
#5I mean I'm happy for AMD but "company makes money: stocks go up" is pretty much dog-bites-man non news.
There's a narrative that Intel will keep AMD down no matter what, so it's good to see the market working and refuting that.
Re: AMD stock rises after best earnings in 7 years
#6I mean I'm happy for AMD but "company makes money: stocks go up" is pretty much dog-bites-man non news.
Come on - the relationship between good earnings and stocks going up is not the news. The news is that AMD HAD unexpectedly good earnings in the first place.
Re: AMD stock rises after best earnings in 7 years
#7AMD should thank Nvidia for failing to produce enough cards to meet demand.
Word is Nvidia overproduced and is sitting on a lot of current gen stock.
Miners bought AMD because AMD cards are usually better at mining for the money. They started buying more Nvidia when AMD didn't make enough cards.
In any case though, the success of Ryzen is the interesting thing, not the mining sales.
Re: AMD stock rises after best earnings in 7 years
#8How is AMD doing in the GPU for deep learning business? Have they completely ceded that market to Nvidia?
Re: AMD stock rises after best earnings in 7 years
#9How is AMD doing in the GPU for deep learning business? Have they completely ceded that market to Nvidia?
I believe CUDA severely hampers AMD's efforts in deep learning.
AMD's primary focus is on Epyc building presence in data centers. They are aiming for 5-6% market share by end of 2018 and 15% by the end of 2019.
Re: AMD stock rises after best earnings in 7 years
#10How is AMD doing in the GPU for deep learning business? Have they completely ceded that market to Nvidia?
It is extraordinary how much AMD is faltering for deep learning, with most projects being built for only nvidia. Their ROCM/HCC thing is neat, but at this stage I would expect AMD to have large scale involvement with all major deep learning projects, ensuring that they fully leverage AMD GPU hardware. Instead it's just a couple of half-baked, half-ready sort of ports.