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Wall St Engine
@wallstengine
Fast, accurate, consistent stock market news, earnings highlights & more. By Brillinsight. Not financial advice.
Joined March 2022
995 Following    214.3K Followers
$AMD CEO Lisa Su on EPYC Venice demand: “We began revenue shipments of EPYC Venice processors in the third quarter and the first OEM systems are on track for availability this quarter.” “Early demand is the strongest we have seen for any new EPYC generation.” Su added that OEM and ODM partners have committed to more than 240 Venice platforms, 20% more than Turin, with cloud providers beginning deployments this quarter ahead of instance rollouts in early 2027. OpenAI selected EPYC Turin as the host CPU for its first custom AI accelerator platforms.
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