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Beta Finch - S&P 100 - CN
Beta Finch - S&P 100 - CNAMD Q2 2025 Earnings Analysis**ALEX**: 欢迎收听Beta Finch，您的AI驱动财报解读播客。我是Alex，今天与我的搭档Jordan一起为您带来AMD 2025年第二季度财报的深度分析。**JORDAN**: 大家好！今天我们要聊的是半导体巨头AMD刚刚发布的强劲财报。**ALEX**: 在我们深入讨论之前，我需要提醒各位听众：本播客为人工智能生成的内容，仅供教育和娱乐目的。我们讨论的内容不应被视为投资建议。在做出任何投资决策之前，请务必进行自己的研究并咨询合格的财务顾问。**JORDAN**: 好的，让我们直接进入正题。AMD这个季度的表现可以说是相当亮眼。Alex，你先给我们概述一下主要数字吧？**ALEX**: 绝对令人印象深刻！AMD第二季度营收达到创纪录的77亿美元，同比增长32%，超过了指导预期的中点。自由现金流超过10亿美元，这显示了公司强劲的现金生成能力。**JORDAN**: 不过毛利率方面有些复杂，对吧？账面毛利率降至43%，但如果剔除与出口管制相关的8亿美元库存减记，毛利率实际上是54%。**ALEX**: 没错，这个8亿美元的减记主要与美国对中国的出口管制有关，特别是影响了Instinct MI308对中国的销售。这是一个重要的地缘政治因素，我们稍后会详细讨论。**JORDAN**: 让我们先看看各个业务部门的表现。数据中心业务营收32亿美元，同比增长14%。这主要由EPYC处理器的强劲需求驱动，AMD已经连续33个季度实现服务器CPU市场份额增长。**ALEX**: 这个连续增长记录真的很惊人。Lisa Su在财报会上强调，他们在云计算和企业客户中都看到了强劲需求，特别是在新兴AI用例方面。随着代理AI的采用，对通用计算基础设施的需求正在增加。**JORDAN**: 客户端和游戏业务表现更加出色，营收36亿美元，同比暴增69%！这主要得益于创纪录的客户端CPU销售和强劲的游戏产品需求。**ALEX**: 是的，特别是他们的Ryzen 9000系列处理器，尤其是差异化的X3D处理器需求强劲。AMD在桌面渠道CPU销售方面创下纪录，Ryzen处理器在全球主要电商平台的畅销CPU榜单上持续名列前茅。**JORDAN**: 不过最引人注目的还是AI业务的发展。虽然由于出口管制影响，数据中心AI营收有所下降，但AMD正在积极推进MI350系列加速器。**ALEX**: 这里有个关键信息：AMD提前在6月开始了MI350系列的批量生产，比计划提前了。Lisa Su表示，MI355在关键训练和推理工作负载中能够匹敌或超越英伟达的B200，并且在某些工作负载中以明显更低的成本和复杂性提供与GB200相当的性能。**JORDAN**: 对于大规模推理，MI355每美元可提供多达40%的令牌，这在性能和TCO方面确实具有领导优势。而且AMD还在系统级能力方面扩展，支持由AMD CPU、GPU和网卡驱动的部署。**ALEX**: Oracle正在建设一个超过27,000个节点的AI集群，结合MI355X加速器、第五代EPYC Turin CPU和Pensando 400 SmartNIC，这展示了AMD端到端解决方案的实力。**JORDAN**: 软件方面也有重大进展。AMD发布了ROCm 7，在推理和训练性能方面相比上一代提升超过3倍，并添加了对大规模训练、分布式推理和低精度数据类型的支持。**ALEX**: 展望未来，最令人兴奋的是MI400系列的开发进展。这些GPU将具备高达40 petaflops的FP4 AI性能，比竞争对手多50%的内存、内存带宽和扩展吞吐量。**JORDAN**: 而且MI400系列将配合全栈机架级AI平台Helios一起推出，每个机架最多可连接72个GPU，作为一个巨大的AI加速器运行。预计对最先进的前沿模型将提供高达10倍的代际性能提升。**ALEX**: 关于中国市场，AMD与特朗普政府合作的进展似乎是积极的。Lisa Su表示，他们很高兴看到政府在确保美国技术在全球AI基础设施中保持核心地位方面取得的进展。**JORDAN**: 是的，虽然第三季度指导中不包括MI308对中国的销售，但一旦许可证获得批准，AMD预计将恢复MI308的出货。由于大部分库存是在制品而非成品，需要几个季度来消化。**ALEX**: 财务指导方面，AMD预计第三季度营收约87亿美元，上下浮动3亿美元，这代表约28%的同比增长。这主要由客户端游戏和数据中心业务的强劲双位数增长驱动。**JORDAN**: 毛利率预计约54%，运营费用约25.5亿美元。值得注意的是，AMD预计数据中心业务将实现强劲的双位数环比增长，主要由MI350系列GPU产品的推出驱动。**ALEX**: 从投资者角度来看，AMD正处于一个关键转折点。他们不仅在传统的CPU市场继续获得份额，在AI GPU市场也正在建立强有力的竞争地位。**JORDAN**: 特别是主权AI机会，AMD与沙特阿拉伯HUMAIN的多年合作协议，以及全球超过40个活跃项目，显示了巨大的增长潜力。Lisa Su提到了将AI业务扩展到数百亿美元年收入的明确路径。**ALEX**: 不过投资者也需要关注一些风险因素，包括地缘政治不确定性、激烈的竞争环境，以及AI市场的快速变化。AMD需要在执行力和创新方面保持领先。**JORDAN**: 总的来说，AMD展现了强劲的执行能力和明确的增长路径。从财务表现到产品路线图，再到市场定位，都显示出这家公司正在AI时代中找到自己的位置。**ALEX**: 确实如此。AMD在多个战线上都在推进：服务器CPU的持续份额增长、客户端处理器的强劲表现、以及最重要的，在AI GPU市场建立有意义的存在。**JORDAN**: 在我们结束今天的讨论之前，我必须再次提醒听众：本期讨论的所有内容均为人工智能生成的分析，仅供教育参考。过去的表现不能保证未来的结果，请务必进行尽职调查。**ALEX**: 感谢大家收听今天的Beta Finch。我们将继续关注AMD的发展，特别是MI400系列和Helios平台在2026年的推出情况。记住，在这个快速变化的科技行业中，保持信息更新和谨慎分析始终是关键。**JORDAN**: 我们下期见，继续为您带来最新的AI驱动财报分析！This episode includes AI-generated content.
2026-02-2207 minMacular Degeneration (AMD)-Eye Vitamins, Healthy Vision: Nutrition, Genetics and Lifestyle Insights
Macular Degeneration (AMD)-Eye Vitamins, Healthy Vision: Nutrition, Genetics and Lifestyle InsightsCan Exercise Help Save Your Vision? A Deep Dive into Physical Activity and Age-Related Macular Degeneration (AMD)What if daily movement—walking, stretching, light exercise—could slow the progression of vision loss?In this episode, we explore a powerful and often overlooked strategy in the fight against Age-related Macular Degeneration (AMD): physical activity.👁️ AMD impacts nearly 20 million people in North America and could affect 288 million globally by 2040. While AREDS2 supplements and Mediterranean diets are well-known tools, physical activity is emerging as a vital piece of the vision protection puzzle.Movement isn’t just good for your heart and brain—it also supports retinal health.In this science-backed conversation, you’ll discover:
2026-01-1906 minBroken Silicon
Broken Silicon344. AMD FSR 4 on RDNA 3 Leak, DLSS 4.5 Analysis, RTX 6090 Delay, Intel Panther LakeWe have new AMD & Nvidia leaks, and a lot to say about the CES announcements… [SPON: Discover Easy, Affordable, and Reliable PCB manufacturing with JLCPCB! New customers get $70 OFF, and existing customers get $33 OFF here: https://jlcpcb.com/?from=Moore2 ] [SPON: Shop Winter Savings: https://micro.center/aa30ba ] [SPON: Sign up for Micro Center’s Newest Location: https://micro.center/3634f8 ] [SPON: Check Out Even MORE Deals: https://micro.center/c92c00 ] [SPON: Visit Micro Center News: https://micro.center/d332b9 ] [SPON: Use “brokensilicon” for 12% OFF Minisforum DEG2 OcuLink/Thunderbolt eGPU Dock: ht...
2026-01-131h 55Macular Degeneration (AMD)-Eye Vitamins, Healthy Vision: Nutrition, Genetics and Lifestyle Insights
Macular Degeneration (AMD)-Eye Vitamins, Healthy Vision: Nutrition, Genetics and Lifestyle InsightsProtecting Vision in AMD: The Role of Diet, Habits, and SupplementsLifestyle Interventions in the Prevention and Management of Age-Related Macular Degeneration (AMD)Age-related macular degeneration (AMD) is one of the leading causes of vision loss worldwide, yet many people are unaware that daily lifestyle choices can meaningfully influence both the risk of developing AMD and how the disease progresses over time.In this episode, we explore the science behind lifestyle interventions in AMD prevention and management, drawing from large-scale clinical research, including findings from the Age-Related Eye Disease Studies (AREDS and AREDS2), and other evidence-based studies in eye health and retinal disease.This...
2026-01-0806 minBreaking News To Trading Moves
Breaking News To Trading MovesAMD's CES AI Chip Strategy and Market ImpactAMD Unveils New AI Chips at CESWhat happenedAMD used its CES stage in Las Vegas to show off new AI chips aimed at data centres and PCs, spotlighting the Instinct MI455 AI processors that go into rack-scale systems being sold to customers including OpenAI. OpenAI President Greg Brockman appeared with AMD CEO Lisa Su, underscoring the strategic importance of AMD’s roadmap.AMD also introduced the MI440X, an “enterprise/on-prem” AI chip meant to fit more easily into general business data-centre environments (not purpose-built AI clusters), and pr...
2026-01-0611 min硅基商谈
硅基商谈EP13.AMD史诗级翻盘：从追随者到定义者这是一期关于超威半导体 (AMD) 如何从“万年老二”逆袭为行业定义者的播客节目。节目通过梳理 AMD 多次生死攸关的转折，展现了其在技术赌注和商业战略上的独特智慧。🎙️ AMD：史诗级翻盘——从追随者到定义者播客要点总结00:15 AMD的崛起：从备胎到行业巨头 核心议题：AMD如何从一个长期处于行业巨头英特尔阴影下的“第二供应商”，一步步蜕变为高性能计算领域的核心玩家。 关键论点： 早期生存策略：AMD最初通过成为IBM等巨头的“第二供应商”生存，专注于满足军用标准的高可靠性需求，而非追求极致性能。 X86授权协议：1982年与IBM签订的X86授权协议，使AMD成为英特尔名正言顺的竞争对手，并推动了个人电脑市场的发展。 逆向工程与技术自主：在英特尔撕毁协议后，AMD通过逆向工程开发出M386处理器，首次实现技术自主，并打破了个人电脑的高价壁垒。 人才招揽与K7架构：AMD积极招揽顶尖人才，并在1999年推出K7 Athlon处理器，在性能上首次超越英特尔同代产品，尤其在“千兆赫兹竞赛”中获胜。 铜互联技术：AMD率先采用铜互联技术，解决了铝导线在高频率下的性能瓶颈，实现了技术突破。 X86-64指令集：AMD提出X86-64指令集，实现了32位和64位程序的平滑过渡，迫使英特尔放弃其不兼容的安腾架构并寻求AMD授权，标志着AMD在技术标准上的胜利。 06:20 迷失的十年与绝地反击 核心议题：AMD在最成功时期因战略失误陷入困境，又如何通过一系列关键决策实现绝地反击。 关键论点： ATI收购的双刃剑：2006年斥资54亿美元收购ATI，旨在融合CPU和GPU，但因时机不佳导致巨额债务和资产减值，同时英特尔推出酷睿架构夺回市场主导地位。 半定制化芯片业务：ATI收购带来的图形技术，意外成为AMD的救命稻草，通过为索尼和微软定制游戏主机芯片，带来了稳定的现金流。 剥离晶圆厂与Fabless转型：2009年，AMD剥离制造业务成立格罗方德，转型为无晶圆厂设计公司，专注于设计，但受制于格罗方德落后的制造工艺。 推土机架构的失败：2011年推出的推土机架构处理器，因设计理念与实际性能脱节，导致产品“高分低能”，市场份额暴跌，公司濒临破产。 苏姿丰博士的豪赌与Zen架构：2014年苏姿丰博士接任CEO，将公司资源全部押注在全新的Zen架构上，并在2017年发布第一代锐龙处理器，IPC提升高达52%，标志着AMD的王者归来。 11:00 Chiplet技术：降维打击的经济学原理 核心议题：Chiplet技术如何帮助AMD在成本和性能上实现突破，重新站稳市场。 关键论点： Chiplet技术原理：将复杂芯片分解为多个标准化、可拼接的小芯片（Chiplet），核心单元采用最先进工艺，辅助单元采用成熟便宜工艺。 经济学优势：小芯片面积小，良率高，显著降低了制造成本。报告指出，采用Chiplet设计可使32核处理器的制造成本降低近一半。 规模经济与良率魔力：大芯片废品率高，成本摊销严重；小芯片几乎每一片都是好的，从而带来巨大的成本优势。 市场竞争力：Chiplet技术使AMD能够在定价低于英特尔的情况下，保持健康的利润率，重新获得市场份额。 12:54 AI时代的挑战：对抗英伟达的非对称竞争 核心议题：AMD如何在人工智能时代挑战英伟达的霸主地位，采取非对称竞争策略。 关键论点： MI300X与大显存优势：AMD的AI加速器MI300X拥有192GB的超大显存，远超英伟达H100的80GB，使其在运行大型AI模型时具有单卡装载能力，显著降低系统复杂性和推理延迟。 ROCm开放生态：AMD建立ROCm开放生态，支持主流AI框架PyTorch，允许开发者几乎零代码修改将模型从英伟达平台迁移，打破英伟达的CUDA围墙花园。 Triton编程语言：OpenAI推出的Triton编程语言，作为“翻译官”，能将高级语言代码自动翻译成能在AMD GPU上高效运行的底层程序，巧妙绕开CUDA底层锁定。 放弃ZLUDA项目：AMD停止资助ZLUDA项目，表明其建立独立生态系统的决心，不愿永远做CUDA的兼容品。 Ulink联盟：AMD联合英特尔、博通等公司成立Ulink联盟，推动开放的高速互联标准，构建反英伟达联盟。 Helios整机架方案：AMD推出Helios整机架方案，宣称显存容量将比英伟达下一代产品高出50%，进一步强化非对称优势。 全栈计算能力：通过收购ATI和赛灵思，AMD拥有CPU+GPU+FPGA的全栈计算能力，FPGA可为AI任务进行深度定制，提供灵活性优势。 AI算力第二梯队：AMD是目前唯一同时具备硬件实力、软件生态雏形和量产能力的替代者，已牢牢占据AI算力第二梯队的位置。 17:17 总结：AMD的进化之路 核心议题：AMD从模仿者到架构定义者的进化之路，以及其在AI时代面临的最终挑战。 关键论点： 关键决策：在正确时机剥离制造业务、开创性应用Chiplet技术、高价收购ATI和赛灵思，这些曾受质疑的决策最终都成为神来之笔。 全栈计算能力：CPU+GPU+FPGA的全栈计算能力，为AMD在AI时代提供了独特的竞争优势。 AI时代的最终挑战：AMD能否最终完成进化，从一个挑战者成为一个真正的架构定义者，去制定让包括英伟达在内的所有玩家都必须遵循的新行业标准。
2025-12-0719 minMacular Degeneration (AMD)-Eye Vitamins, Healthy Vision: Nutrition, Genetics and Lifestyle Insights
Macular Degeneration (AMD)-Eye Vitamins, Healthy Vision: Nutrition, Genetics and Lifestyle InsightsAMD Explained: An 11-Point Framework for Retinal Degeneration MechanismsAge-Related Macular Degeneration (AMD) is one of theleading causes of vision loss in adults over 55—but despite how common it is,the biology behind AMD is often misunderstood. Many people still think AMD iscaused by “aging alone,” when in reality, it is a complex condition shaped bymany overlapping processes inside the retina.This episode breaks AMD down in the clearest way possible:through the AMD-11 Framework, a new, structured model that maps outthe eleven key mechanisms known to contribute to AMD. Instead of looking at AMDas a single disease pathway, this framework helps listeners understand howcellular stress, vascula...
2025-11-2607 minMacular Degeneration (AMD)-Eye Vitamins, Healthy Vision: Nutrition, Genetics and Lifestyle Insights
Macular Degeneration (AMD)-Eye Vitamins, Healthy Vision: Nutrition, Genetics and Lifestyle InsightsTwo Silent Epidemics: Why Age-Related Macular Degeneration (AMD) May Surpass Alzheimer’s as the Hidden Crisis of Aging — and What It Reveals About How We See, Think, and AgeThis podcast explores two major age-associated neurodegenerative conditions—Alzheimer’s Disease (AD), the leading cause of dementia, and Age-Related Macular Degeneration (AMD), the leading cause of irreversible vision loss in older adults—and compares their global impact, regional trends, and public health implications. Though AD is highly visible in media and policy, AMD actually affects more people worldwide and remains comparatively under-recognised.Global Prevalence & ProjectionsRecent global analyses show AD and other dementias affected about 57.4 million people in 2019, projected to rise to 152.8 million by 2050 (≈2.7-fold increase). In comparison, AMD already affects ~200 million people as of 2020, expected to reach 28...
2025-10-3012 minMacular Degeneration (AMD)-Eye Vitamins, Healthy Vision: Nutrition, Genetics and Lifestyle Insights
Macular Degeneration (AMD)-Eye Vitamins, Healthy Vision: Nutrition, Genetics and Lifestyle Insights🎙️ The Link Between Diabetes and Age-Related Macular Degeneration (AMD)This podcast explores an important but often overlooked relationship: the connection between diabetes and Age-Related Macular Degeneration (AMD). Most people know diabetes can lead to diabetic retinopathy, but fewer realize that it also increases the risk of AMD — a leading cause of vision loss after age 60. As diabetes becomes more common globally, understanding its impact on macular health is essential.🔍 How Diabetes Raises AMD RiskResearch shows that diabetes significantly elevates AMD risk, especially its advanced, vision-threatening forms. The danger grows with poor blood-sugar control and longer disease duration. Even people newly diagnosed with diabetes show highe...
2025-10-3017 minMacular Degeneration (AMD)-Eye Vitamins, Healthy Vision: Nutrition, Genetics and Lifestyle Insights
Macular Degeneration (AMD)-Eye Vitamins, Healthy Vision: Nutrition, Genetics and Lifestyle InsightsAge-Related Macular Degeneration (AMD): Global Trends, Risk Factors, and SupportGlobal Burden and Strategies for Age-Related Macular Degeneration (AMD)Age-Related Macular Degeneration (AMD) is a leading cause of irreversible vision loss among older adults worldwide. Its prevalence is increasing rapidly due to global population aging. AMD affects the macula, the central part of the retina responsible for detailed vision, and exists in two main forms: dry (atrophic) and wet (neovascular). While dry AMD progresses slowly, wet AMD causes faster and more severe vision loss. Coordinated action through policy, technology, and lifestyle is essential to reduce its growing public health and economic burden.Global Trends and Region...
2025-10-3013 min最新技術を楽しく学ぼうテスラジオ（TESRADIO）
最新技術を楽しく学ぼうテスラジオ（TESRADIO）NVIDIA一強時代終焉？！OpenAIとAMDの提携が意味することOpenAIがAMDと史上最大級の6ギガワットGPU契約を締結。株式10%ワラントという異例の条件でNVIDIA一強時代に挑む。AI業界の覇権構造とCompute資本主義の本質を徹底解説。技術者・投資家必見の28分！00:00 - オープニング・OpenAIとAMD提携の全容00:01:41 - なぜOpenAIはAMDと組んだのか00:08:33 - 異例の契約条件：株式10%の権利とは00:16:58 - AMDのGPUは本当に使えるのか00:22:08 - NVIDIAの反応とAI業界の新構造00:27:05 - まとめ・コンピュート資本主義の時代へ出典:OpenAI Strikes Six Gigawatt Compute Deal With AMDhttps://www.theinformation.com/briefings/openai-strikes-six-gigawatt-compute-deal-amdAMD and OpenAI Announce Strategic Partnership to Deploy 6 Gigawatts of AMD GPUshttps://ir.amd.com/news-events/press-releases/detail/1260/amd-and-openai-announce-strategic-partnership-to-deploy-6-gigawatts-of-amd-gpusOpenAI's Blockbuster AMD Deal Is a Bet on Near-Limitless Demand for AIhttps://www.wired.com/story/openai-amd-deal-data-center-chipsYouTube:https://youtu.be/T5UCQF5HduI
2025-10-1528 min听力磨耳朵
听力磨耳朵起飞，AMD与OpenAI达成深度合作Erinome: Hello dear friends! Welcome to our tech talk today. You know, the AI world has been super busy lately. Big news about AMD and OpenAI—have you heard?  Enceladus: Oh! AMD and OpenAI? I know AMD makes computer chips, right? What’s the big deal this time?  Erinome: Wow, it’s a huge cooperation! They announced a multi-year deal. OpenAI will use AMD’s GPUs, and the total power is 6 billion watts! Can you believe that?  Enceladus: 6 billion watts? That sounds really big! When will they start?  Erinome: They said the first pa...
2025-10-1107 minFutureCast/未来播报
FutureCast/未来播报EP47 AMD拿下OpenAI千亿订单！6GW算力挑战英伟达，目标价直指246美元🔥 【核心数据】⚡️ 合作规模：AMD与OpenAI达成6GW AI算力合作，投资规模超1000亿美元🚀 股价目标：摩根士丹利将AMD目标价从168美元大幅上调至246美元💸 股权纽带：AMD向OpenAI发行1.6亿股认股权证，行权条件与股价及部署进度挂钩🌐 部署计划：首次1GW容量部署预计于2026年下半年开始🔍 章节索引一、合作深度解构：为什么这是"改变游戏规则"的交易？→ 算力规模对标：- OpenAI并行推进AMD 6GW与英伟达10GW算力建设- AMD Instinct MI450 GPU获顶级AI实验室认可，2026年H1量产→ 股权绑定机制：- OpenAI可能获得AMD高达10%股权，形成深度利益绑定- 权证行权与AMD股价达600美元等里程碑挂钩，激励长期合作→ 融资创新模式：- 英伟达对OpenAI的千亿美元投资，部分将用于采购AMD芯片- 形成"英伟达出资-OpenAI采购-AMD供应"资本闭环二、财务影响：百亿美元营收如何实现？→ 收入预测跳升：- 摩根士丹利将AMD 2027年数据中心GPU收入预期从130亿上调至200亿美元- 2027年总收入预期从442亿上调至512亿美元→ 盈利杠杆效应：- 非GAAP每股收益预期从6.74调升至8.82美元- 目标价基于2027年每股收益30倍PE，与英伟达/博通估值看齐→ 市场反应：- 消息公布后AMD股价盘前暴涨超37%- Jefferies上调评级至"买入"，目标价300美元三、生态破局：OpenAI如何补足AMD短板？→ 软件生态攻坚：- AMD近期收购多家AI软件初创公司，增强ROCm软件套件- OpenAI作为"灯塔客户"，助力突破企业"观望"心态→ 服务器生态拓展：- 收购ZT Systems构建完整硬件产品线- 国内胜宏科技（AMD显卡PCB主要供应商）份额达40%→ 光模块配套：- 中际旭创为AMD MI300服务器供应800G光模块- 在微软AMD MI350服务器1.6T光模块订单中份额达45%四、竞争格局：AMD能否真正挑战英伟达？→ 英伟达反制：- 与英特尔合作开发x86+RTX GPU小芯片SoC- 计划整合进1.5亿台笔记本电脑→ AMD产品路线图：- 2026年推出Medusa Point（Zen 5架构）- 2027年推出Gator Range（Zen 6架构）→ 长期挑战：- 仍需在投资回报率上证明超越英伟达的能力- 6GW部署存在融资与技术验证风险
2025-10-0909 minBreaking News To Trading Moves
Breaking News To Trading MovesOpenAI-AMD Deal Impact on AI Infrastructure and StocksOpenAI–AMD multi-year chip deal: OpenAI will deploy up to 6 GW of AMD Instinct GPUs (starting with 1 GW of MI450 in 2H 2026) and received a warrant to buy up to 10% of $AMD; AMD guides to “tens of billions” in revenue from the partnership. WINNERS - Semiconductors (GPU & ecosystem)Reason: Direct, multi-generation orders from OpenAI validate AMD’s roadmap and increase non-$NVDA share in AI accelerators.• $AMD - anchor supplier for OpenAI’s next-gen AI infra. • $SMCI - leading AI server integrator that already ships AMD GPU platforms; more AMD demand = m...
2025-10-0710 min投知君君
投知君君英伟达、博通、AMD：未来谁更具有长期投资价值本期节目录制于25年9月8日，聊聊博通业绩后，amd、英伟达、博通未来三者的投资价值。在当前市场和技术发展阶段，博通、AMD和英伟达各自的核心竞争优势和未来增长点是什么？在当前的AI产业格局里，博通、AMD和英伟达可以说是“三国演义”的主角。三家公司各有自己的看家本领，也在不同的市场阶段找到属于自己的增长空间。理解它们的差异，就能更清楚地看到未来算力竞争的走向。先说博通。它最强的地方不在于芯片本身的算力，而是在于高速网络和互联技术。随着算力集群越建越大，能不能把这么多GPU高效地连起来，反而成了瓶颈。博通在以太网和光互联领域有非常深厚的积累，未来像1.6T的光互联技术就会成为新的增长点。除此之外，博通特别擅长满足大型客户的定制化需求。比如谷歌、微软、OpenAI这样的巨头，往往会提出复杂的ASIC定制要求，博通不仅能接得住，还能把这些需求整合交给台积电去量产。这种能力非常稀缺，也因此形成了和大客户的长期深度绑定。未来几年，博通在ASIC市场的订单依旧会稳健增长，尤其是在推理端的应用中，可能替代掉20%到30%的新增GPU需求。AMD的打法则完全不同。它走的是“高性价比”路线。相比英伟达的高端GPU，AMD的显卡在并行计算上的能力也不差，但价格便宜很多，这让它在中小型客户群体中更有竞争力。比如一些国家和地区在推进所谓的“主权AI”，希望自己建算力中心，但预算又有限，AMD就成了更现实的选择。再比如很多中小企业或者设计团队，需要对大模型做微调和精调，他们更在意训练成本而不是极致性能，所以AMD的卡更符合他们的需求。换句话说，AMD并不打算在大模型训练的塔尖和英伟达硬碰硬，而是用性价比和灵活的服务去争夺庞大的中腰部市场。随着AI应用场景越来越普及，这部分市场反而会给AMD带来很大的增量。英伟达依然是行业里最耀眼的存在。在大模型训练这块，它的地位几乎没有对手能撼动。其GPU架构和CUDA生态已经成了标准配置，不光是性能强，还让开发者觉得“好用”。这也是为什么机构投资者总把英伟达视为必配的资产。未来，英伟达除了要继续巩固训练领域的优势，还在积极拓展边缘计算和端侧AI，比如和联发科合作开发终端SOC，或者在机器人和工业自动化领域下注。美国进入工业4.0以后，机器人和工厂里的AI应用可能会给英伟达打开新的增长空间。可以说，只要大模型的训练和微调还在持续，英伟达的GPU就很难被完全取代。放在一起看，市场并不是“你死我活”的关系，而是一个多层次的结构。GPU和ASIC其实是互补的：GPU负责通用性最强的大模型训练，ASIC负责落地后的推理和应用优化；英伟达继续稳坐“训练之王”的位置，博通则在网络互联和ASIC上找到独特优势，而AMD则瞄准了性价比市场和中小客户。三家公司像三股力量，彼此竞争、又互相制衡，每个阶段可能都会有不同的领跑者。未来的AI市场，不是单一巨头一家独大，而是这种“三国格局”长期并存。理解它们的差异，才是看清行业机会的关键。本期节目要点：05:00 高速网络和互联能力 ：这是博通最突出的优势，远超其ASIC业务10:00 博通能够处理来自谷歌、微软、OpenAI等大型客户提出的多样化ASIC定制需求，并能将这些不同的需求整合，在如台积电等代工厂实现产品制造15:00 尽管ASIC短期内不会完全取代GPU，但它在推理端和特定场景下，尤其是在大型客户对业务和成本优化有明确认知时，仍有重要应用价值。20:00 AMD的GPU在训练任务上同样具备并行计算能力，且价格远低于英伟达的高端卡，这使其在成本敏感型市场具有显著优势25:00 对于中国和美国以外的小型国家（如中东、日本、欧洲等），它们在建设算力中心时，AMD的产品和全面服务能力（包括数据中心基础设施建设）更具吸引力，因为英伟达可能不愿涉足利润较低的主权AI市场30:00 随着AI应用场景的普及，特别是当巨头引领的应用模式变得可快速复制时，中小企业将更关注训练成本而非极致性能，这将为AMD带来增长机会节目主理人：君君节目制作人：小安剪辑：王果然在全球市场波动性加剧、宏观与结构性因素交织演化的当下，传统的单一市场视角已难以捕捉资产价格的真实驱动力【投知君君】主要聚焦在以对冲基金的投资框架与交易逻辑为基础，横向比较美股、港股与A股三大市场，帮助投资者建立更具前瞻性、体系化的全球资产配置视角。欢迎大家关注我们，也欢迎听众朋友搜索添加我的微信：touzhijunjun，聊聊你的看法。
2025-09-1238 minBroken Silicon
Broken Silicon322. PS6 RTX Remix, Intel Nova Lake 52C Price, Dual-X3D Zen 5, AMD Threadripper 9000We discuss the latest news and leaks including Intel, PS6, AMD... [SPON: Build. Upgrade. Save. At Micro Center: https://micro.center/c52209 ] [SPON: Sign up for Phoenix VIP Deals: https://micro.center/c5d89d ] [SPON: AMAZING Deals on Samsung SSDs: https://micro.center/372287 ] [SPON: Support MLID for FREE by Checking out ZipRecruiter: https://www.ziprecruiter.com/work ] [Support the Independent Journalism done by the MLID Team: https://patreon.com/MooresLawIsDead ] 0:00 Tomato festival, Battlefield 6 beta (intro) 12:25 AMD RX 9060 8GB, W7400, and RX 7400 Quietly Announced 18:48 AMD Zen 5 Threadripper Reviewed 25:03 Why...
2025-08-122h 01AI Engineering Podcast
AI Engineering PodcastUnlocking AI Potential with AMD's ROCm StackSummaryIn this episode of the AI Engineering podcast Anush Elangovan, VP of AI software at AMD, discusses the strategic integration of software and hardware at AMD. He emphasizes the open-source nature of their software, fostering innovation and collaboration in the AI ecosystem, and highlights AMD's performance and capability advantages over competitors like NVIDIA. Anush addresses challenges and opportunities in AI development, including quantization, model efficiency, and future deployment across various platforms, while also stressing the importance of open standards and flexible solutions that support efficient CPU-GPU communication and diverse AI workloads.AnnouncementsHello and welcome...
2025-06-2342 minAdvanced Micro Devices Industry News
Advanced Micro Devices Industry NewsAMD's Rise: Semiconductor Giant's Surge Captivates InvestorsAdvanced Micro Devices, Inc., commonly known as AMD, has been a significant player in the technology industry, particularly in the realm of semiconductors and computer hardware. As of today, June 20, 2025, the current stock price for AMD is around $126.51 USD.Looking at the trading volume, AMD has seen a substantial increase in recent days. The average trading volume for AMD is typically around thirty million shares, but in the past few days, it has surged to over forty million shares. This heightened activity could be indicative of investor interest and potential market momentum.In terms of recent...
2025-06-2002 minChain of Thought
Chain of ThoughtAMD's Challenge to NVIDIA: The Open Ecosystem Bet | Anush Elangovan & Sharon ZhouHow is an open ecosystem powering the next generation of AI for developers and leaders?Broadcasting live from the heart of the action at AMD's Advancing AI 2025, Chain of Thought host Conor Bronsdon welcomes AMD’s Anush Elangovan, VP of AI Software, and Sharon Zhou, VP of AI. They unpack AMD's groundbreaking transformation from a hardware giant to a leader in full-stack AI, committed to an open ecosystem. Discover how new MI350 GPUs deliver mind-blowing performance with advanced data types and why ROCm 7 and AMD Developer Cloud offer Day Zero support for frontier models.Then Co...
2025-06-1849 minWhat\'s Up with Tech?
What's Up with Tech?Building The Future: AMD's Software Strategy for the AI RevolutionInterested in being a guest? Email us at admin@evankirstel.comThe AI revolution demands a new approach to computing infrastructure, and AMD is positioning itself at the forefront of this transformation through an ambitious software strategy that empowers developers and enterprises alike.In this illuminating conversation, Anush Elangovan—who joined AMD through the acquisition of his company NordI—shares how AMD is fundamentally rethinking its approach to software development. Rather than treating software as merely an enabler for hardware, AMD now views its software layer as a product with a 10-year lifecycle that transcends hard...
2025-06-1322 minBroken Silicon
Broken Silicon312. RX 9090 XT 32GB, RX 9060 XT 16GB Review, XBOX Handheld, AMD Zen 5 ThreadripperWe review the RX 9060 XT, upcoming RDNA 4 flagships, FSR 4 Redstone, and more! [SPON: Only $5.80 with the coupon!!! Get a $10 coupon for Flex PCBs at JLCPCB: https://shorturl.at/mkloy ] [Support the Independent Journalism done by the MLID Team: https://patreon.com/MooresLawIsDead ] [SPON: Micro Center Santa Clara is OPEN: https://micro.center/8d951f ] [SPON: Shop MC’s Laptop Savings Event: https://micro.center/00d3cf ] [SPON: Shop MC Top Deals on ALL Laptops: https://micro.center/629a91 ] [SPON: Use Affirm for Your Next Purchase: https://micro.center/02d9d0 ] 0:00 Fire We...
2025-06-031h 49Advanced Micro Devices Industry News
Advanced Micro Devices Industry NewsAMD's Semiconductor Dominance Driving Bullish Investor SentimentAs of today, May 29, 2025, Advanced Micro Devices (AMD) is trading at $114.56 per share, which is a significant increase from its recent lows. This upward trend is largely driven by the company's continued dominance in the semiconductor industry, particularly in the fields of graphics processing units (GPUs) and central processing units (CPUs).The trading volume for AMD has been relatively high, indicating strong investor interest. According to recent data, the average trading volume for AMD has been around 100 million shares per day, which is significantly higher than its historical average. This surge in trading activity suggests that investors are...
2025-05-2902 minAdvanced Micro Devices Industry News
Advanced Micro Devices Industry NewsAMD's Tech Ascent: Charting the Semiconductor Giant's Promising FutureAdvanced Micro Devices, or AMD, has been a significant player in the technology industry, particularly in the realm of semiconductor manufacturing and computing hardware. As of today, May 27, 2025, the stock price for AMD stands at $110.31 USD. This price reflects a slight decline of 0.40 dollars or 0.36 percent from the previous day's close.The trading volume for AMD has been substantial, with 30.87 million shares traded on May 25, 2025. This volume is notable, especially when compared to the average trading volume, which indicates strong investor interest in the company.Recently, there have been several news and announcements that have impacted...
2025-05-2702 minAdvanced Micro Devices Industry News
Advanced Micro Devices Industry NewsAnalyzing AMD's Stock Price Amidst Tech Sector Volatility and Potential $600B DealAdvanced Micro Devices (AMD) has been a significant player in the technology sector, particularly in the realm of semiconductors and computing hardware. As of May 15, 2025, the current stock price for AMD stands at $117.72. This price reflects a dynamic market environment where trading volumes can fluctuate significantly.In recent times, AMD has seen substantial trading activity. For instance, on February 25, 2025, the stock experienced a notable drop of 3.84 percent, with a trading volume of 39,169,161 shares. This volatility is not uncommon for tech stocks, which are often influenced by a variety of factors including market trends, technological advancements, and economic conditions.
2025-05-1502 minThe Engineering Leadership Podcast
The Engineering Leadership PodcastAMD’s unified hardware + software strategy & building an open-source AI ecosystem w/ Anush Elangovan #220Anush Elangovan (VP of AI Software @ AMD) is helping lead a strategic evolution at AMD, from silicon/components provider to a systems and solutions company built for the AI era. In this episode, we explore the first principles behind AMD’s unified AI hardware and software strategy and how the company is building a fully open-source AI ecosystem. Anush shares how his team creates a tight feedback loop between core engineering and customer deployment, and the daily rituals they use to operate at the speed of AI. We also unpack the leadership mindset required to navigate the tension between fa...
2025-05-1336 minAMD-AnSicht - Leben mit Makuladegeneration
AMD-AnSicht - Leben mit MakuladegenerationMein aktives Leben mit feuchter AMDInterview mit der AMD-Betroffenen Ursula Kleinert Ursula Kleinert ist 75 Jahre alt und von der feuchten AMD betroffen. Ihre eigenen Erfahrungen mit der Erkrankung haben in ihr den Wunsch ausgelöst, sich um die Bedürfnisse der im Alter von Seheinschränkung betroffenen Menschen zu kümmern. Sie engagiert sich in verschiedenen Arbeitsgruppen, damit die Bedarfe von blinden und sehbehinderten Menschen berücksichtigt werden. In unserem neuen Podcast-Interview spricht Frau Kleinert darüber wie sich die Erkrankung auf ihre weitere Lebensplanung auswirkt welche Hilfsmittel ihr in ihrem Alltag am meisten helfen in welchem Bereich sie sich noch mehr U...
2025-05-0926 minAdvanced Micro Devices Industry News
Advanced Micro Devices Industry NewsAMD's Rise and the Future of Semiconductor InnovationAdvanced Micro Devices, Inc., commonly known as AMD, has been a significant player in the semiconductor industry, particularly in the realm of computer hardware and graphics processing units (GPUs). As of today, May 8, 2025, the current stock price for AMD is $100.36 USD.The trading volume for AMD has been relatively active, with the stock experiencing a 24.39 percent rise over the past month. This surge in price is notable, especially considering the stock's performance over the past year, which has seen a decrease of 35.80 percent. This volatility suggests that investors are closely monitoring AMD's progress, likely influenced by recent developments...
2025-05-0802 minAdvanced Micro Devices Industry News
Advanced Micro Devices Industry NewsAMD's Meteoric Rise: Semiconductor Dominance and Promising OutlookAdvanced Micro Devices, Inc., commonly known as AMD, has been a significant player in the technology industry, particularly in the field of semiconductor manufacturing. As of today, April 30, 2025, the current stock price for AMD is approximately $96.39 USD, according to recent market data.The trading volume for AMD has been relatively high, with significant activity observed over the past few days. For instance, on April 28, 2025, the stock closed at $96.39 with a trading volume of 30,456,680 shares, indicating strong investor interest in the company[4]. This volume is notably higher than the average trading volume, suggesting that investors are actively monitoring and...
2025-04-3002 minAdvanced Micro Devices Industry News
Advanced Micro Devices Industry NewsAMD Navigates Chip Restrictions, Focuses on Long-Term Growth Prospects [140 characters]As of today, April 18, 2025, the stock price of Advanced Micro Devices (AMD) is $87.50 USD. This represents a decrease of 0.89 percent in the past 24 hours, according to TradingView. The trading volume has been significant, with millions of shares being traded daily, but it is worth noting that the volume has been somewhat lower than the average in recent weeks.AMD has been experiencing fluctuations in its stock price due to various market factors. One of the key recent developments is the impact of U.S. export limits on advanced microchips. These restrictions have affected AMD's MI308 products, leading to...
2025-04-1803 minAdvanced Micro Devices Industry News
Advanced Micro Devices Industry NewsAMD's Volatile Ride Amidst Innovation and Industry Challenges - A Look at the Semiconductor Giant's Recent DevelopmentsAs of April 17, 2025, Advanced Micro Devices (AMD) is trading at $88.29 per share, which represents a decline of 9.86% from the previous day's close of $85.90. The trading volume for AMD has been significant, with over 65 million shares changing hands, which is higher than the average trading volume.Recently, AMD has made several notable announcements that could impact its stock price. The company has unveiled its 5th Gen AMD EPYC processors, which are designed to deliver leadership performance for Google Cloud C4D and H4D virtual machines. Additionally, AMD has introduced its 5th Gen AMD EPYC Embedded processors, which are...
2025-04-1702 minAdvanced Micro Devices Industry News
Advanced Micro Devices Industry NewsAMD's Strategic Moves Amid Shifting Tech Landscape - A Look Ahead to 2025Advanced Micro Devices (AMD) has been a focal point for investors in the tech sector, particularly given its strategic initiatives and market dynamics. As of April 14, 2025, AMD's stock price is $93.40, which represents a slight increase from its previous close of $93.40 on April 11, 2025.The trading volume for AMD has been relatively stable, with no significant spikes or declines that would indicate a major shift in investor sentiment. However, recent news and announcements have had a notable impact on the stock's performance.One of the key factors influencing AMD's stock price is its recent earnings report. While the...
2025-04-1403 minAdvanced Micro Devices Industry News
Advanced Micro Devices Industry NewsAMD's Complex Market Landscape: Navigating Opportunities and ChallengesAs of April 11, 2025, Advanced Micro Devices (AMD) is navigating a complex market landscape. The current stock price stands at $84.27, which is significantly lower than its 52-week high of $227.30 reached on March 8, 2024. This decline underscores the sensitivity of semiconductor stocks to macroeconomic factors, particularly the recent tariff announcements that have added to market volatility.Trading volume has been relatively low compared to the average, indicating a cautious investor sentiment. Despite this, AMD remains well-positioned to benefit from the increasing adoption of its fifth-generation EPYC processors, particularly in solutions for major players like Google and Oracle. Strong demand in the...
2025-04-1103 minAdvanced Micro Devices Industry News
Advanced Micro Devices Industry NewsAMD's Semiconductor Innovation: Navigating Challenges and Seizing OpportunitiesAdvanced Micro Devices, or AMD, is a leading semiconductor company known for its innovative processors and graphics technologies. As of April 10, 2025, the current stock price for AMD is $84.85 USD, which represents a decline of 1.06 percent from its previous close[1]. The trading volume for AMD has been significant, with millions of shares being traded daily, but it is essential to consider this in the context of its average trading volume to gauge its volatility.Recent news and announcements have been crucial in shaping investor sentiment. AMD has been experiencing fluctuations influenced by various market factors, including quarterly earnings reports...
2025-04-1003 minAdvanced Micro Devices Industry News
Advanced Micro Devices Industry NewsAMD's Rise: Navigating Semiconductor Sector's Volatile LandscapeAdvanced Micro Devices (AMD) has been a focal point in the tech industry, particularly in the semiconductor sector, due to its innovative processors and graphics technologies. As of April 9, 2025, the current stock price for AMD is around $74.30, with a maximum forecast of $80.24 and a minimum of $68.36 for the day[1].The trading volume for AMD has been significant, with millions of shares changing hands daily. For instance, on March 9, 2025, the trading volume was approximately 50 million shares, indicating a high level of investor interest[5]. However, the trading volume has been fluctuating, which is typical for a stock experiencing market volatility.
2025-04-0902 minAdvanced Micro Devices Industry News
Advanced Micro Devices Industry NewsAMD's Shifting Tides: Deciphering the Semiconductor Sector's Influence on Stock PricesAdvanced Micro Devices (AMD) has been a focal point in the tech industry, particularly in the semiconductor sector. As of today, April 7, 2025, the current stock price of AMD stands at $85.76 USD, which has seen a decline of 8.57 percent in the past 24 hours. This fluctuation is reflective of broader trends in the semiconductor industry, influenced by factors such as quarterly earnings reports, market sentiment, and competitive pressures.Trading volume has been significant, with millions of shares changing hands daily. For instance, on April 7, 2025, the trading volume was substantial, indicating high investor interest and activity. However, the average trading volume...
2025-04-0703 minAdvanced Micro Devices Industry News
Advanced Micro Devices Industry NewsAMD's Semiconductor Saga: Navigating Market Challenges and Seeking AI DominanceAdvanced Micro Devices (AMD) is a leading semiconductor company known for its innovative processors and graphics technologies. As of April 2, 2025, the current stock price of AMD is $102.78 USD, which has seen a slight increase of 0.04 percent in the past 24 hours. The trading volume has been significant, with millions of shares changing hands daily, indicating a high level of investor interest.AMD has been experiencing fluctuations in its stock price due to various market factors. The company's recent earnings report showed mixed performance, with revenue growth in its data center segment but challenges in the consumer PC market. Despite...
2025-04-0203 minAdvanced Micro Devices Industry News
Advanced Micro Devices Industry NewsAMD's Promising Future in Semiconductors: A Closer Look at the Company's Growth PotentialAdvanced Micro Devices, or AMD, is a leading semiconductor company known for its innovative processors and graphics technologies. As of April 1, 2025, the current stock price of AMD is $103. This price is slightly lower than the previous day's close of $139.99, reflecting broader trends in the semiconductor industry.Trading volume for AMD has been relatively stable, with no significant deviations from the average. This stability suggests that investor sentiment remains cautious, possibly due to recent fluctuations in the market.Recent news and announcements about AMD include mixed performance in its latest earnings report. The company showed revenue growth...
2025-04-0102 minAdvanced Micro Devices Industry News
Advanced Micro Devices Industry NewsAMD's Semiconductor Prowess: Navigating Volatility and Unlocking Long-Term PotentialAs of today, March 31, 2025, the current stock price of Advanced Micro Devices (AMD) is $103.22 USD. This price reflects the dynamic nature of the semiconductor industry, where AMD is a leading player. The trading volume for AMD has been relatively high, with significant activity indicating strong investor interest.Recently, AMD has been influenced by various market factors, including quarterly earnings reports and competitive pressures. The company's latest earnings report showed mixed performance, with revenue growth in its data center segment but challenges in the consumer PC market. Despite these fluctuations, AMD continues to innovate with new product releases, such...
2025-03-3102 minAdvanced Micro Devices Industry News
Advanced Micro Devices Industry NewsAMD's Semiconductor Saga: Navigating Challenges and Charting Growth in the Semiconductor IndustryAdvanced Micro Devices, or AMD, is a leading semiconductor company known for its innovative processors and graphics technologies. As of today, March 28, 2025, the current stock price of AMD is $106.65 USD. This represents a decline of 3.21% in the past 24 hours, according to recent market data.The trading volume for AMD has been relatively lower on the last trading day, which is generally seen as a positive sign indicating that the stock's movement is aligned with the volume. The trading volume fell by 6 million shares, leading to a total of 33 million shares exchanged for approximately $3.49 billion.AMD has...
2025-03-2803 minAdvanced Micro Devices Industry News
Advanced Micro Devices Industry NewsAMD's Tech Domination: Regaining Market Share and Powering the AI RevolutionAdvanced Micro Devices (AMD) has been a focal point in the tech industry, particularly with its recent strides in the GPU and CPU markets. As of today, March 26, 2025, the stock price for AMD is around $113.02 USD, which is a significant point of interest given the company's performance and market dynamics.One of the key factors driving AMD's growth is its ability to regain lost share from NVIDIA. Companies like Ant Group are increasingly leaning on AMD's chips and domestically sourced GPUs to lower the cost of training AI, achieving similar or better results compared to NVIDIA's offerings. This...
2025-03-2603 minAdvanced Micro Devices Industry News
Advanced Micro Devices Industry NewsAMD's Semiconductor Dominance: Navigating Tariff Eases and Analyst ProjectionsAdvanced Micro Devices (AMD) has been a significant player in the semiconductor industry, and its stock performance has been closely watched by investors. As of today, March 25, 2025, the current stock price of AMD is $106.44 USD.The trading volume for AMD has been substantial, with millions of shares bought and sold daily. On March 24, 2025, for instance, there were approximately 26.04 million shares traded, indicating a high level of market activity. This volume is not only higher than the average but also reflects the growing interest in AMD among investors.Recent news and announcements have significantly impacted AMD's stock...
2025-03-2502 minAdvanced Micro Devices Industry News
Advanced Micro Devices Industry NewsAMD's Semiconductor Dominance: Charting the Chip Giant's Rise in 2025Advanced Micro Devices (AMD) has been a significant player in the semiconductor industry, particularly in the realms of central processing units (CPUs) and graphics processing units (GPUs). As of today, March 24, 2025, the current stock price of AMD is $106.44 USD, which represents a decrease of 0.65 percent in the past 24 hours.The trading volume for AMD has been substantial, with recent data showing that the stock has been actively traded. For instance, on December 27, 2024, the trading volume reached 32,924,011 shares, indicating a high level of investor interest. However, this volume has fluctuated, with some days seeing lower trading activity. The average...
2025-03-2402 minAdvanced Micro Devices Industry News
Advanced Micro Devices Industry NewsAMD's Resilience: Powering the Future of TechnologyAdvanced Micro Devices (AMD) has been a significant player in the technology sector, particularly in the fields of central processing units (CPUs) and graphics processing units (GPUs). As of today, March 19, 2025, the stock price of AMD is $103.51 per share.The trading volume of AMD has been relatively high, with significant fluctuations in recent times. This volatility is partly due to the company's strong performance in the market, driven by its relentless focus on innovation and market share gains. AMD has been leveraging its world-class research and development capabilities to push the boundaries of chip design, often leapfrogging competitors...
2025-03-1902 minAMD-AnSicht - Leben mit Makuladegeneration
AMD-AnSicht - Leben mit MakuladegenerationGeographische Atrophie – welche Behandlungsmöglichkeiten gibt es aktuell?Interview mit Augenarzt Prof. Dr. Thomas Ach Eine Endform der altersabhängigen Makuladegeneration ist die späte trockene AMD, auch geographische Atrophie genannt. Bei dieser Form sind bestimmte Zellen der Netzhaut beschädigt oder fehlen sogar vollständig. Im Gegensatz zur feuchten Spätform gibt es für die geographische Atrophie in Europa noch keine zugelassene Therapiemöglichkeit. In unserem neuen Podcast-Interview sprechen wir mit dem Augenarzt Prof. Dr. Thomas Ach. Prof. Ach ist leitender Oberarzt und stellvertretender Klinikdirektor an der Universitäts-Augenklinik Bonn. In dieser Folge erfährst du unter anderem: was genau bei einer geographi...
2025-03-1428 minGet Out N Drive Podcast
Get Out N Drive PodcastJason Chandler With AMD: Fueling The Automotive Industry and HobbySend a textRide along as Jason OldeCarrGuy Carr and John CustomCarNerd Meyer talk to Jason Chandler from AMD. The Get Out N Drive Podcast Team is excited to have Auto Metal Direct along for the ride as our 2025 title sponsor. Listen as the guys talk with Jason Chandler and learn more about Auto Metal Direct.The Get Out N Drive Podcast is Fuel By AMD ~ AMD: More Than MetalVisit the ‪AMD‬​ Garage ~ Your one stop source for high quality body panelsSpeed over to our friends at ‪Racing_J...
2025-02-0251 minBillion Dollar Moves™ with Sarah Chen-Spellings | Global Venture Capital
Billion Dollar Moves™ with Sarah Chen-Spellings | Global Venture CapitalCEO Series: Lisa Su, AMDHappy 2025, movers and shakers! We're back for the 2025 season, and let me tell you—this is not just another episode. We’re kicking off the new year and the highly anticipated return of the Billion Dollar CEO Series! You asked for it, and we’re delivering—bigger and better than ever.To launch the series, we’re deconstructing #billiondollarmoves of none other than the unstoppable Lisa Su, Chair and CEO of AMD. From spearheading game-changing innovations to orchestrating one of the greatest corporate turnarounds in tech history, Lisa’s story is one...
2025-01-2322 minBroken Silicon
Broken Silicon292. AMD RX 9070 XT Performance, RTX 5090, Nvidia's Strix Halo APU, Intel Arrow LakeWe leak RDNA 4 Performance, new Nintendo Switch 2 info, and discuss Nvidia Blackwell! [Visit Partner Mint Mobile at https://trymintmobile.com/mooreslaw to get 50% OFF their 12 Month Unlimited Plan! SEE TERMS AND CONDITIONS BELOW.] [SPON: Use "brokensilicon“ at CDKeyOffer for $23 Win11 Pro: https://www.cdkeyoffer.com/cko/Moore11 ] 0:00 The Holidays are Over & Tom got a Motorcycle (Intro) 5:24 Nuh-Vidia & Linux User-friendliness (Corrections) 10:26 RTX 5000 Series Specifications (and not really Performance) Revealed 23:59 DLSS 4 Thoughts – Dark Magic or Dark Marketing? 31:29 RTX 5090 Street Pricing Expectations 38:50 Nvidia's Strix Halo Killer & RTX 5060 Pictures Leak!!! 44:00 Can Nvidia really get Wind...
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