David Gurra
speaker
2,056 appearances
266 recordings
8 series
first heard May 2025
last heard 5 Jun
David Gurra’s voice in public audio — every appearance, attributed to the second.
Trend
recordings per month · last 12 monthsRecordings per month over the last 12 months — 265 in all, peaking in Feb 2026 with 132.
Appearances
Six gigawatts of capacity over the balance of the decade.
Largely focused in the first instance on AMD's latest accelerator and the server that it's based on, MI450.
But this is basically $60 billion of potential revenue for AMD over that time period.
The stock up more than 7%.
Meta is traded flat, but I guess that it's hard to gauge if this makes any difference to Meta at all, given its existing spending commitments.
Caro.
Well, someone's been writing on just that, Ed.
Bluemeg Intelligence senior analyst Mandeep Singh says that Meta's six gigawatt AMD deal actually lowers chip spending as a share of CapEx and secures supply tailored to AI inference.
He also writes that the stock-linked structure could give Meta added leverage against NVIDIA.
Mandeep Singh joins us now.
Why does it need leverage against NVIDIA?
It struck a deal last week with them.
Is this more like...
You know, the way that AMD puts it, right, single, double digits, sorry, billions of dollars per gigawatt.
But the gigawatts need to get built, right?
There are operational milestones.
Every time I go and see AMD or we speak to Lisa Su, she puts a lot of emphasis on inference.
You know, MI450 in particular and what those systems can do in the inference phase.
Do you, in this deal, see a point of differentiation for AMD if they do go after the inference piece?
You know, AMD was at pains to point out they'll kind of co-engineer the roadmap to future server design, starting MI450 and then go beyond that.
Showing 1401–1420 of 2,056 · page 71 of 103
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