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$NVDA JUST SAID AI AGENTS USE 10,000X MORE TOKENS THAN ONE-SHOT LLMS Compute demand for inference is about to explode -- inference is the tax on intelligence. This is why $AMD made the Futurum AI Fifteen: scaling the chips driving the next wave of agentic computing 👀

"No matter where AI runs, or how much compute you need, we've got you covered.", Dr. Lisa Su AMD #AdvancingAI.

A list that keeps growing. AMD

$AMD - Shots fired. 40% more tokens per dollar versus Blackwell. Like I said—AMD sees inference as an inflection for growth. $NVDA

.Signal65 didn’t publish these numbers, but it is good to see AMD showing FP4 inference performance on MI355X. Something I’ve been harping on. The 355 is a much improved product. AI at Meta seems pretty excited about it for recommendation workloads. “Bang for the buck” and “TCO”

Also unsurprisingly, @amd is leaning on its product compatibility with liquid cooled infrastructure. #AdvancingAI

Lisa Su: “I'm happy to announce that MI355 production shipments actually started earlier this month, and we have the initial wave of partners on track to launch platforms and public cloud instances here in the third quarter.” There we go…. $AMD

Great to see AMD finally launch a developer cloud for ROCm. (Much clapping and elation in the room.) The demo makes it look very accessible. #AdvancingAI

This take is spectacularly incorrect.

Let's ask the Almighty Grok:

The results we are seeing with the AMD MI355X are pretty impressive so far. Yes, these results are looking at some specific use cases, but these are not corner cases, these are real-world AI deployment scenarios. Check out the work from Signal65!

Yep.

Something else to keep in mind when considering AMD's roadmap: Look for Sovereign Cloud wins like this. What was the line at #AdvancingAI today about the Kingdom having a lot of land and energy, and a very young population? Don't sleep on Sovereign Cloud opportunities.

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