TechEpiphany (@techepiphanyyt) 's Twitter Profile
TechEpiphany

@techepiphanyyt

Tech, Gaming, Markets, Science
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ID: 1708784381723324417

calendar_today02-10-2023 10:02:56

13,13K Tweet

3,3K Followers

165 Following

Patrick Moorhead (@patrickmoorhead) 's Twitter Profile Photo

Tech earnings I’m following this week: $NVDA — data center backlog; China exposure; Blackwell/Rubin roadmap $SNOW — consumption growth; AI workload attach $PSTG — AI storage demand; gross margin/ARR $HPQ — AI PC mix; print margins $DELL — AI server mix; backlog/guidance $MRVL —

Tech earnings I’m following this week:
$NVDA — data center backlog; China exposure; Blackwell/Rubin roadmap
$SNOW — consumption growth; AI workload attach
$PSTG — AI storage demand; gross margin/ARR
$HPQ — AI PC mix; print margins
$DELL — AI server mix; backlog/guidance
$MRVL —
TechEpiphany (@techepiphanyyt) 's Twitter Profile Photo

Overall Decline: Total sales dropped by 430 units (11.08%), potentially due to seasonal factors or market saturation. AMD vs. Intel: AMD's share dipped slightly, but it still commands over 90%; Intel saw minor gains in mid-range segments. Segment Shifts: Ryzen 7 surged

Maxsun Official (@maxsunofficial) 's Twitter Profile Photo

🎮 Intel Gamer Days Giveaway! 🎉 Your chance to win the powerful Intel Arc B570 Milestone 10G GPU is here! 🔥 How to Enter (Open Worldwide 🌍): 1️ Follow Maxsun Official ✅ 2️ Like ❤️ 3️ Repost 🔄 📅 Giveaway Period: Aug 25 – Sep 2 At the end of the event, we’ll randomly

🎮 Intel Gamer Days Giveaway! 🎉
Your chance to win the powerful Intel Arc B570 Milestone 10G GPU is here! 🔥
How to Enter (Open Worldwide 🌍):
1️ Follow <a href="/MaxsunOfficial/">Maxsun Official</a>  ✅
2️ Like ❤️
3️ Repost 🔄
📅 Giveaway Period: Aug 25 – Sep 2

At the end of the event, we’ll randomly
Patrick Moorhead (@patrickmoorhead) 's Twitter Profile Photo

The Week In Technology for August 25th: separating AI hype from hardware 🔹 Hot Chips: NVLink, co-packaged optics, silicon photonics 🔹 VMware Explore: private cloud for AI, partner strategy 🔹 Earnings: $NVDA $DELL $HPQ $SNOW $MRVL $PSTG Carry-over: U.S. export policy impact on

Patrick Moorhead (@patrickmoorhead) 's Twitter Profile Photo

According to HSBC, $AVGO will crush it in ‘26. Will be interested how the entire table changes in ‘27 as $AMD gets to rack-scale volume.

TechEpiphany (@techepiphanyyt) 's Twitter Profile Photo

F1 24 on AMD Ryzen AI Max+ 395 w. Radeon 8060S iGPU Gameplay Test Benchmark ✅ 0:00 4K Ultra FSR Balanced with RT ✅ 3:22 1440p Ultra FSR Balanced with RT ✅ 6:31 1440p Ultra FSR Balanced with no RT youtu.be/HmjhN22uxP4

TechEpiphany (@techepiphanyyt) 's Twitter Profile Photo

🔥 Mainboard Retail Sales Week 34 '25 (mf) 9 in 10 new builds are AMD ℹ️ Units AMD: 2470 units sold, 88.21%, ASP: 175 Intel: 330, 11.79%, ASP: 173 ℹ️ Revenue AMD: 432775, 88.37% Intel: 56931, 11.63% Share if you like my work. 🤝 Sales Growth: Total units increased 6.9%

🔥 Mainboard Retail Sales Week 34 '25 (mf)

9 in 10 new builds are AMD

ℹ️ Units
AMD: 2470 units sold, 88.21%, ASP: 175
Intel: 330, 11.79%, ASP: 173

ℹ️ Revenue
AMD: 432775, 88.37%
Intel: 56931, 11.63%

Share if you like my work. 🤝

Sales Growth: 
Total units increased 6.9%
Mark Vena (@markvenatechguy) 's Twitter Profile Photo

This is BIG news: Infineon has just announced an exciting collaboration with @NVIDIA to power the next generation of humanoid robots. By combining Infineon’s microcontrollers, sensors, smart actuators, and efficient #GaN-based motor control solutions with NVIDIA’s Jetson Thor

This is BIG news: <a href="/Infineon/">Infineon</a> has just announced an exciting collaboration with @NVIDIA to power the next generation of humanoid robots. By combining Infineon’s microcontrollers, sensors, smart actuators, and efficient #GaN-based motor control solutions with NVIDIA’s Jetson Thor
Dylan Patel ✈️ ICLR (@dylan522p) 's Twitter Profile Photo

We are hiring for some General Ops roles: Accounting, Compliance, Contracts. We are scaling and need sharp talent. Answer this: What’s one way AI could make ops more efficient at a fast-growing research firm? Apply on the SemiAnalysis job board (Dover). semianalysis.com/semianalysis-c…

STH (@servethehome) 's Twitter Profile Photo

AMD Pensando Pollara 400 AI NIC details at Hot Chips 2025. This is AMD's 400G scale-out NIC for GPUs and an early UEC NIC servethehome.com/amd-pollara-40…

SemiAnalysis (@semianalysis_) 's Twitter Profile Photo

Today at Hot Chips, AMD talks in depth about their new Pollara 400GbE Backend NIC. This NIC will be mainly adopted by Oracle & all their MI355X neoclouds partners that AMD is giving debt backstop & debt forgiveness, GTM partnership. In addition AMD is renting back most of AMD

Today at Hot Chips, AMD talks in depth about their new Pollara 400GbE Backend NIC. This NIC will be mainly adopted by Oracle &amp; all their MI355X neoclouds partners that AMD is giving debt backstop &amp; debt forgiveness, GTM partnership. In addition AMD is renting back most of AMD
Yicai 第一财经 (@yicaichina) 's Twitter Profile Photo

China yesterday issued a guideline to accelerate its green and low-carbon transition, expand the national carbon trading market to cover all major industrial sectors by 2027, and open the voluntary greenhouse gas emission reduction market to all key fields.

China yesterday issued a guideline to accelerate its green and low-carbon transition, expand the national carbon trading market to cover all major industrial sectors by 2027, and open the voluntary greenhouse gas emission reduction market to all key fields.