Lisa Su really pulled off a home raid this time.
SemiAnalysis published its benchmark results: AMD’s MI355 hit 1.42 times the performance of GB300 NVL72 on long-context inference tasks, at 1,330 p90 tok/s/user. The key isn’t how powerful the specs are—it’s that the gains came from open-source software optimizations like TileRT. In effect, that’s a crack in NVIDIA’s most prized software moat.
Now look at Jensen this week: a huge romance scandal, an independent committee formed by the board to investigate, and AI infrastructure stocks broadly down 25%–50% in a month. Even Nasdaq futures took a nosedive. NVIDIA reports earnings next week, on November 17, with consensus EPS of $2.53 and revenue of around $111.3 billion. Earnings and scandal on the same stage—it’s enough material for a whole drama series. Meanwhile, Lisa Su was saying just last week that “we’re in the very early stages of the adoption cycle, and demand is higher than supply.” The sentiment on the two sides couldn’t be more different.
To be fair, one third-party benchmark won’t overturn NVIDIA’s ecosystem monopoly. AMD’s strike is more about the narrative. Its real significance is that the pricing assumption that “there’s only one provider of AI compute” is starting to loosen.
Crypto’s having a rough time too: $BTC is still stuck around $75,000. AI stocks fall, crypto follows—and the sentiment contagion hasn’t let up one bit. Don’t try to call a rebound yet; wait for NVIDIA’s earnings and for BTC to hold above $76,000.
NFA DYOR
#AI #AMD #英伟达 #比特币 #Crypto
SemiAnalysis published its benchmark results: AMD’s MI355 hit 1.42 times the performance of GB300 NVL72 on long-context inference tasks, at 1,330 p90 tok/s/user. The key isn’t how powerful the specs are—it’s that the gains came from open-source software optimizations like TileRT. In effect, that’s a crack in NVIDIA’s most prized software moat.
Now look at Jensen this week: a huge romance scandal, an independent committee formed by the board to investigate, and AI infrastructure stocks broadly down 25%–50% in a month. Even Nasdaq futures took a nosedive. NVIDIA reports earnings next week, on November 17, with consensus EPS of $2.53 and revenue of around $111.3 billion. Earnings and scandal on the same stage—it’s enough material for a whole drama series. Meanwhile, Lisa Su was saying just last week that “we’re in the very early stages of the adoption cycle, and demand is higher than supply.” The sentiment on the two sides couldn’t be more different.
To be fair, one third-party benchmark won’t overturn NVIDIA’s ecosystem monopoly. AMD’s strike is more about the narrative. Its real significance is that the pricing assumption that “there’s only one provider of AI compute” is starting to loosen.
Crypto’s having a rough time too: $BTC is still stuck around $75,000. AI stocks fall, crypto follows—and the sentiment contagion hasn’t let up one bit. Don’t try to call a rebound yet; wait for NVIDIA’s earnings and for BTC to hold above $76,000.
NFA DYOR
#AI #AMD #英伟达 #比特币 #Crypto