Advanced Micro Devices, Inc. AMD

Rest of the week will be big selloff

Once Oracle sells off market is ready for a correction

AMD

What is the relationship between AMD and Oracle?

Strategic Partnership Overview

1. Oracle Cloud Infrastructure (OCI) Powered by AMD
   • EPYC Processors: Since 2016, Oracle has integrated successive generations of AMD’s EPYC server CPUs into its bare-metal cloud offerings, including Exadata platforms. Oracle works closely with AMD to optimize performance for database and storage workloads.

   • 5th-Generation EPYC Integration: In March 2025, Oracle introduced OCI Compute E6 Standard shapes powered by AMD’s latest 5th-Gen EPYC processors, delivering up to 2× the performance at no increased cost compared to the previous generation.

2. AI & GPU Collaboration
   • Instinct GPUs & Pollara NICs on OCI: Oracle Cloud now includes AMD’s Instinct GPUs and advanced Pollara network interface cards to support demanding AI tasks like inference, model training, and fine-tuning—offering greater flexibility and choice for customers.

   • Massive GPU Deployments: Oracle is planning to deploy clusters of up to 131,072 MI355X GPUs, delivering a dramatic boost in AI performance through improved price-to-performance ratios and high-bandwidth memory enhancements.

   • Multi-Billion-Dollar AI Accelerator Deal: In Q3 2025, Oracle signed a major deal with AMD to build a cluster of 30,000 MI355X AI accelerators—a strategic investment to substantially scale up its AI infrastructure.

3. Industry Collaboration
   • Shared Advocacy for Open Standards: Oracle, alongside AMD, Intel, Broadcom, Dell, and Lenovo, joined a consortium to ensure x86 compatibility and consistency across platforms. This helps maintain interoperability and evolves the ecosystem collaboratively.

   • AI Ecosystem Support: At AMD’s mid-2025 “Advancing AI” event, Oracle was highlighted among major players (like OpenAI, Meta, Google, xAI) using AMD’s infrastructure in AI deployments.

$AMD If the situation is bad, the stock could drop pretty easily below $120 , even $100 again. Don’t buy the dips too quickly.

Microsoft and Meta are cutting AI budget. This threatens AMD sole source of income. Stocks have to drop.

$AMD dump this and waiting to buy more $NVDA

Fuck all thes Le

Well is finally happened. Regardless of fundamentals. I’ve had to sell. This was exactly why I sold this stock 3 years ago.

This stock is treated very badly

This movement is actually insane looking at the market and Broadcom

Pure market manipulation. It won’t end negatively today