“Omar Comin” “If you come for the king, you best not miss”
Joined June 2019
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Austin Stain retweeted
Ilhan Omar Calls Obama To See If He Still Has The Number For That Birth Certificate Guy buff.ly/Qjbtx4R
Austin Stain retweeted
BREAKING $AMD Expandings EPYC with $ORCL OCI🚀🚀🚀
Oracle is buying more AMD CPU and GPU 🐂🐂🐂
@AMD said on October 27, 2026, that Oracle Cloud Infrastructure (OCI) Compute E7 instances will be powered by 6th Gen AMD EPYC server processors and that Oracle Acceleron converged network interface cards incorporate AMD Pensando data processing units (DPUs) for AMD CPUs and GPUs on OCI. AMD shared the updates to its multigeneration collaboration with Oracle at Oracle AI World 2026 in a newsroom announcement.
“AMD EPYC processors and Pensando DPUs power workloads across AI, database, cloud-native and enterprise applications,” the company stated. AMD said scaling AI requires powerful compute and efficient infrastructure services, with CPUs coordinating agents, retrieving data and running enterprise applications while networking technology moves data and offloads infrastructure tasks.
6th Gen EPYC Processors Underpin OCI Compute E7
E7 instances use 6th Gen AMD EPYC processors from the EPYC 9006 Server Processor Series, codenamed Venice, according to an Oracle Cloud Infrastructure blog post published the same day. Oracle stated that 6th Gen EPYC processors provide up to 256 cores and 512 threads per socket, up to 1,024 MB of L3 cache, 16 memory channels with up to 8000 MT/s, and PCIe 6.0 connectivity. Oracle described those figures as significant uplifts over 5th Gen EPYC CPUs and said the processors power enterprise workloads more quickly and efficiently and allow the deployment of more agents per instance and per watt.
@OracleCloud said E7 gives customers a CPU option for agent orchestration, concurrent agent sandboxes, retrieval services and in-memory caches, as well as web, API and enterprise application tiers. In an agentic application, CPUs assemble context, route actions, retrieve knowledge, query databases, parse documents and execute tools, and Oracle said those stages influence application performance alongside model inference. E7 Acceleron Standard virtual machines will offer flexible compute and memory configurations, and Oracle said the standards-based x86 foundation supports continuity with existing enterprise software stacks.
Helios Rack-Scale Platform and Pensando Networking on OCI
Oracle described AMD Helios as an open, co-designed rack-scale AI platform aligned with the Open Compute Project Open Rack Wide design, integrating 72 AMD Instinct MI455X GPUs across 18 four-GPU compute trays alongside 6th Gen EPYC Venice CPUs, AMD Pensando networking and AMD ROCm software. Oracle stated that a full 72-GPU rack provides up to 31 TB of HBM4 memory and up to 1.7 PB/s of aggregate peak memory bandwidth, and positioned Helios for large-scale inference, training and fine-tuning, including frontier AI and sovereign computing needs.
According to the Oracle post, ROCm software supports widely used AI frameworks and serving tools, including PyTorch, JAX, vLLM and SGLang, while ROCm.AI and tools such as ROCm CLI, AMD Skills and Hyperloom assist with environment setup, troubleshooting and workload optimization. Oracle said Helios combines high-bandwidth communication within each rack with networking that connects racks into larger clusters, and that OCI customers can evaluate configurations around their models, request volumes and response-time requirements as capacity needs expand beyond a single rack.
Oracle and AMD have co-engineered Pensando-based DPUs with Oracle Acceleron SmartNICs to move networking, storage, security and infrastructure functions closer to the data path, preserving host CPU capacity for customer applications. The SmartNICs combine host networking and cloud-control functions in a single architecture while maintaining isolation between customer and cloud-managed functions.
AMD stated in a separate blog post that the Pensando-based Acceleron architecture “can deliver up to 2x improvement in network processing efficiency and increased storage performance,” depending on workload and configuration. The architecture supports OCI Zero Trust Packet Routing, which applies access policies close to where traffic enters and leaves the host, and enables security patching with near-zero downtime.
AMD said Pensando DPUs provide a programmable foundation that lets OCI evolve networking, storage, security and observability services as workloads change. The company said training often moves large volumes of data among a relatively fixed set of GPUs in flows that can be long-lived, bursty and synchronized, while inference requires fast and consistent responses and agentic systems add distributed activity across services, tools and data sources. AMD said those patterns can reduce flow diversity, and that a small number of congested paths can affect the performance of an entire training job and reduce utilization of expensive GPUs.
The Oracle post said the AMD portfolio on OCI spans EPYC processors and Instinct MI300X, MI355X and MI455X GPUs. Oracle launched MI300X-based OCI instances in 2024 and announced general availability of OCI Compute with AMD Instinct MI355X GPUs in October 2025.
BREAKING $AMD $META | HOLY 🐮🐮🐮🚀🚀🚀
SANTA CLARA, Calif., Oct. 27, 2026 (GLOBE NEWSWIRE) -- @AMD (NASDAQ: AMD) today highlighted its deep strategic partnership with Meta, announcing AMD Helios™ rackscale solutions are running at @Meta , AMD EPYC™ processors power Meta’s Muse AI agent, and AMD technologies provide Day-0 support for Meta models including Muse Spark Open and Muse Glimmer.
This builds on years of co-design and collaboration between the two companies across AMD EPYC™ processors, AMD Instinct™ GPUs, AMD Pensando™ networking and AMD ROCm™ AI infrastructure.
“Meta is a strategic partner for AMD, and we have built this partnership through years of deep technical collaboration – from EPYC processors powering Meta’s infrastructure to Instinct GPUs and open software supporting its AI workloads,” said Lisa Su, Chair and CEO, AMD. “With Helios now running at Meta, we are taking that partnership to a new scale in the superintelligence era. Together, we are building and deploying infrastructure at gigawatt scale and shaping future generations of silicon, software and systems to enable Meta’s most ambitious superintelligence models and services.”
“AMD has been a key partner in building out the compute that's running our frontier models,” said Mark Zuckerberg, founder and CEO, Meta, “We're making big investments in the computing power that will enable us to bring personal superintelligence to everyone, and AMD plays an important role in that.”
AMD Powering Meta Infrastructure, Today
AMD technology powers Meta’s infrastructure across compute, networking, systems and software.
Initial AMD Helios rackscale solutions are installed and being tested by Meta on the path to a broader deployment in the near future.
AMD EPYC processors support the dedicated computing environments behind Meta’s Muse personal AI agent. Meta has deployed millions of EPYC processors across multiple generations and is a lead customer for 6th Gen EPYC™ CPUs. The companies are also collaborating on future generations, including “Verano.”
AMD Instinct GPUs are currently used in production in Meta’s infrastructure for training, ranking and recommendation engines. Meta was also an early definition customer for the AMD Instinct™ MI450 architecture, and it will deploy a custom AMD Instinct GPU that is optimized for its workloads. The collaboration is also informing future AMD platforms, including AMD Instinct™ MI500 series GPUs and next-generation rack-scale systems.
AMD and Meta have worked together to advance ROCm through PyTorch to ensure that developers can leverage AMD GPUs right out of the box. As well, AMD delivered Day-0 support for Meta's Muse Spark Open models on AMD Instinct GPUs and for Muse Glimmer on AMD Ryzen™ AI PCs and AMD Radeon™ GPUs.
AMD and Meta have expanded their software collaboration to large-scale AI training, optimizing recommendation models on AMD Instinct MI350X GPUs and contributing improvements to PyTorch, Triton and ROCm for other developers to use.
As Meta grows its AI capabilities, the companies are working together across silicon, software and systems to address the demands of operating AI infrastructure for billions of people. The companies have aligned product roadmaps and engineering decisions around current and future Meta workloads, evolving years of collaboration into building and deploying integrated AI systems at gigawatt scale.
In addition, AMD will invest $1 billion in Meta’s equity offering.
Austin Stain retweeted
This is so fucking funny.
These people will believe anything as long as it gives them the oppression they crave.
The man who called the police is BLACK.
He’s the league director.
He called the police after the parents became aggressive because he wasn’t putting their kid in enough games.
How fu#%ing retarded do you have to be to believe shit like, ‘DeY CaLLeD dA PoLiCe CuZ hE ToO GoOd aT dA GaMe!’
Yeah Sharkeisha. Thats what happened.
‘911 is this an emergency?’
‘We need the police here IMMEDIATELY. There’s a kid here who’s way too good at soccer!’
‘Omg. We are sending all available units. Stay on the phone with me. Are you ok? Are you injured at all? Help is on the way sweetie. Stay on the line.’
Y’all are AWARD WINNING stupid.
It’s embarrassing.
Austin Stain retweeted
Here’s my gift for the day. She thinks having sex with a 9 year old is DISGUSTING when she thinks Trump did it; runs away when she finds out it was Muhammad.
Austin Stain retweeted
The line of the “sold out” Hasan Piker event.
ID was required to enter the event.
The irony.
Austin Stain retweeted
🚨BREAKING: No child is safe in sanctuary Massachusetts as a 14-year-old girl is horrifically raped inside of a church by a “Worcester man”—who is arrested and released on a measly $15K bail.
Violating a child is heinous. Democrats harboring these illegal aliens is unforgivable.
Austin Stain retweeted
Absolutely sickening... $15K bail?
Our Justice system is BROKEN.
4 things developers should know about AMD x Meta today:
1️⃣ AMD Helios rackscale systems are running at Meta.
2️⃣ AMD EPYC processors power the compute behind Meta’s Muse AI agent.
3️⃣ AMD technologies delivered Day-0 support for Muse Spark Open and Muse Glimmer.
4️⃣ AMD and Meta are contributing improvements to PyTorch, Triton and ROCm for developers to use.
From silicon to software, AMD and @Meta are building for the next generation of AI.
bit.ly/47KlRUs
ALT Blue-toned image featuring AMD and Meta logos, positioned side by side against a background of technical equipment.
Austin Stain retweeted
4 things developers should know about AMD x Meta today:
1️⃣ AMD Helios rackscale systems are running at Meta.
2️⃣ AMD EPYC processors power the compute behind Meta’s Muse AI agent.
3️⃣ AMD technologies delivered Day-0 support for Muse Spark Open and Muse Glimmer.
4️⃣ AMD and Meta are contributing improvements to PyTorch, Triton and ROCm for developers to use.
From silicon to software, AMD and @Meta are building for the next generation of AI.
bit.ly/47KlRUs
ALT Blue-toned image featuring AMD and Meta logos, positioned side by side against a background of technical equipment.
Austin Stain retweeted
And, AFTER VETTING, this was the communist party’s VP candidate…what a disgrace
Austin Stain retweeted
"When I was in Afghanistan"
Tim Walz was never deployed to Afghanistan.
Ever.
Stolen Valor 👇
Austin Stain retweeted
AMD $AMD says it will invest $1B in Meta $META’s equity offering as the companies expand their AI partnership. The update covers CPUs, GPUs, and complete systems.
Meta has installed and is testing initial Helios rack-scale systems ahead of broader deployment. Instinct GPUs already handle training, ranking and recommendations, while millions of EPYC processors span multiple generations at Meta. EPYC also powers dedicated Muse environments.
Meta helped define the MI450 architecture, with a customized Instinct GPU planned for its workloads. The companies are also collaborating on ROCm and PyTorch.
Today’s Helios milestone is installed systems under test, with broader deployment still ahead.
Austin Stain retweeted
CBS got CAUGHT RED-HANDED! 🚨
60 Minutes edited out their reporter admitting ON CAMERA she had zero proof deportees were being tortured in their home countries.
DHS brought their own camera and exposed the fake news.
ALWAYS record the media! 🎥🔥
Austin Stain retweeted
$AMD Glogbal CPU shortage Impact on Revenue
xitter.cf/MikeLongTerm/status/20…
$AMD Global CPU shortage Impact on Revenue🧵
A global server CPU shortage in 2026, driven by explosive AI data center demand from hyperscalers like @Microsoft , @awscloud, @Meta , @Google , @Oracle , @OpenAI has led to both @AMD and Intel essentially selling out their 2026-2027 server CPU capacity. This creates strong pricing power (reported 20-30% average price increases) and revenue upside, particularly benefiting AMD's EPYC lineup due to its competitive advantages.
Hyperscaler build-outs for AI infrastructure have drained inventories far faster than expected. KeyBanc Analyst recently said this will translate into tailwinds for pricing power rather than lost sales.
AMD holds a strong ~41% premium server CPU market share (up dramatically from near-zero a decade ago), with forecasts pointing to parity or even surpassing Intel in 2026, the reasons:
~Superior performance/efficiency from recent EPYC generations ( Turin on 5th Gen, upcoming Venice on 2nm/TSMC).
~Higher reported yields and better positioning on TSMC nodes compared to Intel's ongoing process challenges.
~Strong adoption due to low TCO and extremely cheap on Inference ($0.0003-$0.0005 per million tokens) where AI is expected to be Inference driven by 70-80%.
~EPYC viewed as the "cash engine" amid tight supply enabling operational leverage as prices rise for small to mega cap businesses.
Financial Impact
AMD EPYC CPU alone could generate $17B-$20B revenue for FY2026 excluding MI355X, MI430X, MI455X.
Analysts are still skeptical on AI Accelerator and projected only $0-$5B revenue, but however they are projecting 50-70% growth on EPYC revenue driven by sold-out capacity.
Now we have $META that wants to build out tens to hundreds of GW Data centers, where Meta will be AMD large EPYC customer for decades to come, this will worsen the shortage even further. Or 20-30%+ Pricing power.
It is difficult to understand the exact %, but it seems 2026 is going to be a J-curve year for AMD's shareholders on EPYC and MI Accelerators.
The 2025 base is so low, that AMD is going to have massive spike on YoY comp, which could translate in massive spike in share price as Wall Street is very near-term. I will link the thread where I discussed CAGR and a more realistic trajectory.
Broader Semiconductor supply issues will persist into 2027-2028, per industry's analysts, where server CPUs remain a high priority for all hyperscalers.
Not Financial Advice!