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$AMD HELIOS JUST GOT MICROSOFT – DIRECT CHALLENGE TO NVIDIA'S 95% GRIP 🚀
Microsoft, Meta, OpenAI and Oracle are now all in on AMD's rack-scale AI system. Each Helios rack packs 72 Instinct MI455X GPUs with EPYC processors and 31.1TB of HBM4 memory. The system is built on open standards — a direct contrast to Nvidia's walled garden.
Futurum Group sees AMD capturing 20–25% of the AI accelerator market, while Nvidia still holds over 95% today. The real battle? Software. Nvidia's CUDA ecosystem dwarfs AMD's ROCm, but Helios is shipping this year and Meta already committed to 6 gigawatts of AMD GPUs.
Do you think AMD can crack Nvidia's software moat, or is hardware alone not enough?
Not financial advice. Always manage your risk.
#AMD #AI #Helios #Semiconductors #MarketShare
💎
Microsoft, Meta, OpenAI and Oracle are now all in on AMD's rack-scale AI system. Each Helios rack packs 72 Instinct MI455X GPUs with EPYC processors and 31.1TB of HBM4 memory. The system is built on open standards — a direct contrast to Nvidia's walled garden.
Futurum Group sees AMD capturing 20–25% of the AI accelerator market, while Nvidia still holds over 95% today. The real battle? Software. Nvidia's CUDA ecosystem dwarfs AMD's ROCm, but Helios is shipping this year and Meta already committed to 6 gigawatts of AMD GPUs.
Do you think AMD can crack Nvidia's software moat, or is hardware alone not enough?
Not financial advice. Always manage your risk.
#AMD #AI #Helios #Semiconductors #MarketShare
💎
🦈 $AMD AI INFRASTRUCTURE DEAL TRIGGERS INSTITUTIONAL ACCUMULATION ⚡
Core Scientific embeds a 15-year, $140B+ lease for AMD’s Helios AI racks — locking in 530MW upfront with priority rights to 1.9GW. Microsoft, Meta, OpenAI, Oracle, Anthropic all signed on, making this a demand-side liquidity event, not just capex. 📊
The warrant for 30M shares at $23.47 is already vesting — a silent signal that institutional order flow is treating this zone as a deep demand block. With booked revenue exceeding $24B, the market is repricing a structural shift, not a cyclical pop. 📈
The “one-of-one” partnership, combined with the Nvidia-challenger narrative, builds a high-conviction backdrop. 💡 Are you entering on this catalyst or waiting for the first liquidity sweep to confirm institutional support? 💬
⚠️ Not financial advice. Always manage your risk. 🛡️
🏷️ #AMD #AIInfrastructure #Helios #InstitutionalFlow #Breakout
🦈 ⚡
Core Scientific embeds a 15-year, $140B+ lease for AMD’s Helios AI racks — locking in 530MW upfront with priority rights to 1.9GW. Microsoft, Meta, OpenAI, Oracle, Anthropic all signed on, making this a demand-side liquidity event, not just capex. 📊
The warrant for 30M shares at $23.47 is already vesting — a silent signal that institutional order flow is treating this zone as a deep demand block. With booked revenue exceeding $24B, the market is repricing a structural shift, not a cyclical pop. 📈
The “one-of-one” partnership, combined with the Nvidia-challenger narrative, builds a high-conviction backdrop. 💡 Are you entering on this catalyst or waiting for the first liquidity sweep to confirm institutional support? 💬
⚠️ Not financial advice. Always manage your risk. 🛡️
🏷️ #AMD #AIInfrastructure #Helios #InstitutionalFlow #Breakout
🦈 ⚡
Galaxy Digital stock drops 5% after Q2 results
- Galaxy Digital stock fell 5% after announcing its Q2 results.
- Helios, Galaxy’s data center hub project, generated revenue for the first time.
- Phase I is expected to generate about $80 million per quarter starting from Q3.
- The results show business expansion and growth potential in the data and blockchain sectors.
#BinanceSquare #CryptoNews #GalaxyDigital #Helios
$btc $eth
#vlikevn Titanbot
Source: CoinDesk
- Galaxy Digital stock fell 5% after announcing its Q2 results.
- Helios, Galaxy’s data center hub project, generated revenue for the first time.
- Phase I is expected to generate about $80 million per quarter starting from Q3.
- The results show business expansion and growth potential in the data and blockchain sectors.
#BinanceSquare #CryptoNews #GalaxyDigital #Helios
$btc $eth
#vlikevn Titanbot
Source: CoinDesk
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