Damus
Pepe Maltese profile picture
Pepe Maltese
@pepemaltese
1/
AMD isn’t Nvidia. It doesn’t need to be.
What matters: they’re finally building a full-stack AI/data center offering that’s real — not theoretical.
Execution is lining up. Revenue is following.

A few key reasons why:
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Pepe Maltese · 41w
2/ The upcoming MI350 (CDNA 4) GPU series is the big unlock. Mid-2025 launch. 35× perf over MI300X. No need to redesign racks — it drops into current MI300 systems. Major deployment w/ Oracle already underway. That’s not roadmap noise. It’s movement.