SemiAnalysis
@SemiAnalysis_
Joined January 2024
29 Following 150K Followers
Can AMD break the CUDA Moat?
AMD Advancing AI 2026,
Up to 105% Equity Rebate Discounts for OpenAI,
Agentic Kernel Generation, Improvement in Software Quality,
Unstable Internal Development Clusters,
Helios MI455X Production Ramp Hell
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