Keith Fitz-Gerald(@fitz_keith):Physical AI becomes yet another growth vector for $AMD. Kodiak is putting AMD EPYC processors at the heart of its seventh-generation driverless truck platform — the first company to deploy them in driverless trucking hardware. Higher performance. Lower power. Faster real-time processing of the massive sensor data these trucks need to operate safely with no one in the cab. Already running fully driverless in the Permian. Targeting public highways later this year. As autonomy scales, the compute powering it carries increasing profit potential.

Keith Fitz-Gerald

@fitz_keith

I help investors in their quest to beat Wall Street at its own game by sharing what I've learned 45+ years in global markets. Private investor/mkt strategist

参加 September 2019

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Keith Fitz-Gerald@fitz_keith

2026.08.28 14:25

Physical AI becomes yet another growth vector for $AMD. Kodiak is putting AMD EPYC processors at the heart of its seventh-generation driverless truck platform — the first company to deploy them in driverless trucking hardware. Higher performance. Lower power. Faster real-time processing of the massive sensor data these trucks need to operate safely with no one in the cab. Already running fully driverless in the Permian. Targeting public highways later this year. As autonomy scales, the compute powering it carries increasing profit potential.