Kevin Krewell retweeted
Replying to @Midnight_Captl
A few things to consider on AMD AI DC execution:
1/ $AMD keeps taking x86 server share: a record 34.5% of units in Q2 per Mercury, up 7 points in a year, after a record 46% of revenue in Q1. Server markets are very diverse and complex. Hyperscale, enterprise IT (think SAP, Oracle, homegrown x86 apps) and small and medium business all need different platforms, chips, software, power and chassis. Taking share across all of them looks like good execution to me.
2/ Now hyperscale AI GPUs and rack scale. NV has a big head start. NVLink scale-up goes back to 2016, NVL72 racks shipped about two years before Helios, and CUDA is older than both.
AMD spent its early data center GPU years winning national labs with Frontier and El Capitan. That's FP64 for science, not FP8/FP4 for AI. Different needs, architectures and software. Again, NV head start.
And NV's GB200 ramp wasn't clean either: a Blackwell design flaw, reported NVL72 rack redesigns over heat, and hyperscalers reportedly trimming GB200 orders. NV said at the time that engineering iterations are normal and expected. They are. Helios is AMD's first rack-scale system.
Net-net, I don't see bad execution. I see a company behind on the experience curve and closing the gap fast. Of course, NV will create even more to extend their lead as they always do.
3/ Do a say-do analysis on Lisa Su. MI300: she guided $2B for 2024, raised it four times and delivered $5B+. EPYC: six generations since 2017. Call it conservatism if you want. Raising your own guide four times in a year is still execution.
4/ AMD is bound to TSMC, which you put in the excellence column. That's a big difference between AMD and Intel. Versus NV, the foundry is a wash, since both build at TSMC. So it comes down to design and packaging, and AMD has shipped chiplets and 3D stacking in volume for years. Venice is among the first
products on TSMC 2nm.
Will the Helios ramp have bumps? Probably. NV's did. But AMD guided a little in Q3, a step up in Q4 and ramping into 2027, and its first Helios racks are already running at Meta. A ramp that tracks the guide isn't choppy. It's the plan. We'll see how AMD executed on Nov 3.
AMD isn't perfect and makes mistakes. But given the timing and circumstances, AMD's execution is pretty good.
Anyways, rainy Saturday morning thoughts from Austin.
Oh no! Very sad to hear.
Patrick Stewart, 'Star Trek's' Captain Picard and 'X-Men's' Charles Xavier, Dies at 86 variety.com/2026/tv/news/pat…
I just realized that MLB doesn’t post the “ghost runner” on second in extra innings during the WS. This game may last some time. #WorldSeries
Kevin Krewell retweeted
Apple's hidden a fully functional original iPod in the new Apple Music site — here's how you can 'Give this a spin' techradar.com/audio/apple-mu…
Kevin Krewell retweeted
Woah @ZelenskyyUa has done more for the bot problem on X than @elonmusk has. Hope he's on payroll.
Kevin Krewell retweeted
Contemporary frontier models are not conscious.
Indeed, the word itself is sufficiently void of anything but casual and subjective meaning such that it is counterproductive to apply it in any rational discourse at the intersection of the mind and computing.
Contemporary frontier models are complex stateful reactive stochastic software-intensive systems with certain degrees of self-referential reflection, capable of coherent albeit unreliable outputs. Their behaviors are for the most part taught, not learned.
One might argue that humans are just the same: we are complex, stateful, and stochastic, we have the capacity for introspection, some are more coherent than others, and we are all most definitely unreliable.
But we are not the same as these software-intensive systems, in several important ways.
We are mortal, a constraint that shapes and colors our behavior. We have agency. We generate abstractions. We build models of the word, of others, and of our selves, and we have mechanisms to test the structure and consistency of those models against the reality we perceive. Coupled with our agency, we can learn, a process that involves the intentional identification of noise, gaps, and incoherence such that when driven with self-directed behavior to devise then carry out plans to mitigate those flaws, they yield homeostatic actions that lead us to self-improve. We are orders of magnitude more complex. We are embodied and so live in an ocean of massive amounts of useless, inconsistent, contradictory, and incomplete information. We are composed of staggeringly large numbers of parallel agents, from the cellular level to the mind and body as a whole, agents that collaborate and complete in a multitude of ways, often simultaneously at different levels of abstraction. We are self-directed, our behavior driven by our self-generated goals and desires and wants and needs.
One might further argue that all these things are computable. Indeed, I make that very assertion, that the mind is computable. However, I also assert that we are perhaps generations away from making that manifest: we lack the proper architectures to address these exquisite properties of the mind, and furthermore, we don't even have a sufficient understanding to lead us us to even ask the right questions to design them.
I was born before when the word "software" was coined, but what a remarkable time it is to be alive now, where computing has advanced to the degree where we can begin to ask those very questions.
Kevin Krewell retweeted
Arthur C. Clarke and Stanley Kubrick on the set of “2001: A Space Odyssey” at MGM-British Studios near London.
Kevin Krewell retweeted
GeForce Day is back! We're celebrating 20 years of the GeForce 8800 GTX, the first CUDA-capable GPU 🌌
Crysis, World of Warcraft, Battlefield 2, and The Elder Scrolls IV: Oblivion are some of the greatest games of all time, but what's your favorite from this legendary era?
This is so sad. They chose a fake religion over their own children.
After four of their children died, the parents told officers they hadn’t taken them to the doctor because of their religion, which considers the use of modern medicine a sinful lapse of faith in God.
Under Idaho law, authorities couldn’t step in.
propublica.org/article/idaho…

















