Right. So, AMD. Advanced Micro Devices. It’s down, like, twelve percent since February 10th. Twelve percent! Which, let’s be honest, is enough to make one consider a career change. Perhaps alpaca farming? No, focus. They did have a strong fourth quarter, apparently, but the market, naturally, decided it wasn’t strong enough. It’s always something. You’d think a decent earnings report would be enough to placate the beast, but no. It wants more. It always wants more.
Anyway, I’m trying to be rational. I’m trying to tell myself this is a temporary wobble, a blip in the radar. I’ve been reading (obsessively, let’s be honest) and trying to understand what’s actually going on. Here’s what I’ve managed to distill from the chaos, presented as a sort of… investor self-help list. Because clearly, I need it.
Instinct GPUs & Helios: The AI Hype Train (Please Don’t Derail)
Apparently, their AI data center business is doing… well. Revenue up 39% year-on-year. That sounds good, doesn’t it? It should feel good. But then you remember how quickly things can change in tech. They’re pushing these ‘Instinct’ GPUs, which sound vaguely intimidating, and something called ‘Helios’. It’s a whole system – CPUs, GPUs, networking, software… it’s a bit much, frankly. Like a tech smoothie. They say 8 out of 10 top AI companies are using it. Which is… impressive, if true. I’ve added ‘verify AI company claims’ to my to-do list. It’s getting long. Very long.
They’re now focusing on selling these ‘Helios’ systems, not just the individual bits. Which makes sense, I suppose. It’s like selling a complete kitchen instead of just a hob. They’re also partnering with OpenAI – apparently, they’re going to deploy up to 6 gigawatts of these GPUs. Gigawatts! It sounds like something out of a sci-fi film. The demand visibility is good, they say. Which is reassuring. For now.
Epyc CPUs: The Quiet Achiever (Or Is It?)
Their Epyc CPUs are also apparently benefiting from the AI boom. Who knew? Record server CPU sales. Apparently, they’re the ‘processor of choice’ for modern data centers. Which is nice to hear. It’s just… everything feels so fragile. One bad tweet, one negative analyst report, and the whole thing could come crashing down. They’re launching a new generation of CPUs, ‘Venice’, next year. Demand is high, they say. Naturally.
Software: The Great Unknown (And My Biggest Worry)
Okay, this is the bit that keeps me up at night. Historically, AMD hasn’t been known for its software. Which, in the world of AI, is a bit like being a chef who can’t boil an egg. But they’re trying to improve. They’re expanding something called ‘ROCm’ – it’s an open-source software ecosystem. Sounds… complicated. They’ve launched a full-stack enterprise AI suite. More complicated. The idea is to make it easier for companies to deploy AI. Which, in theory, is good. But it all feels a bit… ambitious. I’m hoping they pull it off. Honestly, I’m terrified they won’t. Units of Cryptocurrency Lost: 12. Hours Spent Watching Charts: 9. Number of Panicked Texts to Friends: 24.
Increasing adoption of ROCm should translate into a stickier client base and higher margins. It’s the hope, anyway. It’s always the hope. Will become disciplined long-term investor. (This is a lie.)
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2026-02-16 21:53