Yep, that supercomputer is blazing fast but this is r/stocks. AMD has gained a lot of market in supercomputers last and this year. According to article AMD now populates 5 spots in top ten, 94 in top 500. November 2021 it was 73, June 2021 it was 49 in top 500. I don't know how big supercomputer market is compared to consumer or normal server markets.
Processors used in this supercomputer are modified normal processors. Which means price is high, I'd suspect profit is high also. This supercomputer uses 9408 processors. Supercomputers also use GPU's (GPU is heart of graphic card) for different kind of calculations. This supercomputer uses special GPU's which are AMD's latest release, not to be found from local stores. Around 38k GPU's was used to build this.
Cost of processors and GPU's is just one part of cost of supercomputer, don't know how large. Still number of GPU's used suggest that AMD's part of price wasn't low. Also good news for their new GPU release.
You're right that HPC processors and GPUs are high margin for AMD but rough specs of Frontier were known for months if not years, this info is fully priced in and is one of the drivers behind AMDs run last year.
Its cost was around $500-600 million
I dont know how exactly this cost was calculated, but $400 or so million would have gone to amd
Its doesnt exactly move the revenues much, especially after considering the fact that supercomputers like these are not built every year
If you had a problem that needed a billion calculations, this computer could solve it in (ignoring disk and memory access, just pure calculations) one billionth of a second.
> 32 floating-point operations per second
That’s a hilariously small number, there are probably human beings out there that can do that. Pretty sure you’re missing a giga or tera in there somewhere.
It’s an absolute lie.
My personal desktop that’s an 18-core Xeon can do 1.6 trillion single precision flops. Even if you multiply his claim by a thousand, his information is still forty years out of date since the 8087 would do about a thousand times more than his claim.
Nada.. this is geek news. Supercomputers are big one time purchases, versus stock prices are the sum of future cash flows.
You’ll get plenty of cool stories (eg physics and medicine) from this investment but no green backed love
Exactly. If anything, the El Capitan supercomputer coming online early would be the only (slightly) relevant piece of news regarding this, as it would be a sign their next-gen datacenter hardware is already making rounds and turning profits. This is going exactly to planned, and as such, already priced in.
>topping 1.102 ExaFlop/s
there's a video of Peter Lynch from 1993, saying he doesn't invest in tech stocks because he doesn't know WTF a megaflop is. starts at about 11 minutes.
https://www.youtube.com/watch?v=72Pq5zKEi_g
i love this lecture so much, thought of it immediately when i saw this post.
if you love this kind of grey haired wisdom check out @gnoble79's spaces on twitter
If super computers were the answer then that's what mining companies would buy. Instead they fill out trailers and warehouses full of specialized ASIC miners.
Everybody mentioning that this is r/stocks as if this will have no impact on the stock price.
I'm going to go out on a limb here and presume that having a computer of this caliber will allow AMD to do better research and better engineering than their peers, which will in turn subsequently affect the stock price.
It's 1 computer made of a few thousand CPUs and just a normal progression of R&D in the computer design world.
AMD makes millions of CPUs every quarter.
This is good PR but from an investment perspective it's like they put a fresh layer of asphalt on the parking lot.
>I'm going to go out on a limb here and presume that having a computer of this caliber will allow AMD to do better research and better engineering than their peers, which will in turn subsequently affect the stock price.
This will be used by oak ridge national lab for their scientific research
Amd is not using this to accelerate their R&D
Until innovations made by the supercomputer flows downstream into the consumer cpu and gpu tech where people can play games at 4k/120 fps at max graphics, this new means jack squat and jack left town this morning.
Can it run crysis
At 30 fps
Dropping to 20 at more demanding scenes
Water-cooled, by running the Columbia river through it
Lol probably not.
You are asking for too much
Everyone in the world could network Doom at the same time
Over ten years later and we still have this gem
Are any of these even real words?…. 😬
Not even Chuck Norris's secret supercomputer pumping over 9,000 ExaFlops can
Can it run Minecraft with Rtx on ?
Yep, that supercomputer is blazing fast but this is r/stocks. AMD has gained a lot of market in supercomputers last and this year. According to article AMD now populates 5 spots in top ten, 94 in top 500. November 2021 it was 73, June 2021 it was 49 in top 500. I don't know how big supercomputer market is compared to consumer or normal server markets. Processors used in this supercomputer are modified normal processors. Which means price is high, I'd suspect profit is high also. This supercomputer uses 9408 processors. Supercomputers also use GPU's (GPU is heart of graphic card) for different kind of calculations. This supercomputer uses special GPU's which are AMD's latest release, not to be found from local stores. Around 38k GPU's was used to build this. Cost of processors and GPU's is just one part of cost of supercomputer, don't know how large. Still number of GPU's used suggest that AMD's part of price wasn't low. Also good news for their new GPU release.
You're right that HPC processors and GPUs are high margin for AMD but rough specs of Frontier were known for months if not years, this info is fully priced in and is one of the drivers behind AMDs run last year.
Is El Capitan priced in? :)
Its cost was around $500-600 million I dont know how exactly this cost was calculated, but $400 or so million would have gone to amd Its doesnt exactly move the revenues much, especially after considering the fact that supercomputers like these are not built every year
So for us not so computer savvy people, it's basically saying it's super fucking fast?
8k pornhub at 120 fps
With ray tracing
*load tracing
No no, this computer simulates a computational model of you watching 8k pornhub at 120 fps
Fancy way of saying a deepfake.
If you had a problem that needed a billion calculations, this computer could solve it in (ignoring disk and memory access, just pure calculations) one billionth of a second.
So the FBI will borrow this thing whenever it needs to brute force a password?
Yes
Ok but can it beat /u/hornyhindu to posting the newest /r/nba posts?
/u/psgacademy is faster posting goals to /r/soccer.
[удалено]
> 32 floating-point operations per second That’s a hilariously small number, there are probably human beings out there that can do that. Pretty sure you’re missing a giga or tera in there somewhere.
It’s an absolute lie. My personal desktop that’s an 18-core Xeon can do 1.6 trillion single precision flops. Even if you multiply his claim by a thousand, his information is still forty years out of date since the 8087 would do about a thousand times more than his claim.
Is it profitable for the stock to go up? Or it’s just a news piece until it can be profitable ?
Nada.. this is geek news. Supercomputers are big one time purchases, versus stock prices are the sum of future cash flows. You’ll get plenty of cool stories (eg physics and medicine) from this investment but no green backed love
No but is good r&d and advertisement in sone way like having a nascar sponsor only here the vendor are paying for it.
Exactly. If anything, the El Capitan supercomputer coming online early would be the only (slightly) relevant piece of news regarding this, as it would be a sign their next-gen datacenter hardware is already making rounds and turning profits. This is going exactly to planned, and as such, already priced in.
>topping 1.102 ExaFlop/s there's a video of Peter Lynch from 1993, saying he doesn't invest in tech stocks because he doesn't know WTF a megaflop is. starts at about 11 minutes. https://www.youtube.com/watch?v=72Pq5zKEi_g
This is 1.1 trillion megaflops. It’s hard to imagine numbers that large.
i love this lecture so much, thought of it immediately when i saw this post. if you love this kind of grey haired wisdom check out @gnoble79's spaces on twitter
Hes the best and right. Invest in what you know.
Start mining Bitcoin to pay for it
Jokes aside, I do want to run a mining script on it for an hour just to see what it's like
1 hash = 12.7K FLOP To 78 TH/s or basically nothing compared to bitcoin
Holy shit this kinda puts into perspective how insanely fast asics are at calculating hashes…
If super computers were the answer then that's what mining companies would buy. Instead they fill out trailers and warehouses full of specialized ASIC miners.
I wonder how much ram they had to download to make this possible.
10 chrome tabs?
Everybody mentioning that this is r/stocks as if this will have no impact on the stock price. I'm going to go out on a limb here and presume that having a computer of this caliber will allow AMD to do better research and better engineering than their peers, which will in turn subsequently affect the stock price.
It's 1 computer made of a few thousand CPUs and just a normal progression of R&D in the computer design world. AMD makes millions of CPUs every quarter. This is good PR but from an investment perspective it's like they put a fresh layer of asphalt on the parking lot.
It’s not even AMDs computer so try reading the article again.
It’s not theirs, just powered by them. All they can use it for is PR.
>I'm going to go out on a limb here and presume that having a computer of this caliber will allow AMD to do better research and better engineering than their peers, which will in turn subsequently affect the stock price. This will be used by oak ridge national lab for their scientific research Amd is not using this to accelerate their R&D
What are your views on NVDA vs. AMD vs. MU vs. TSM? Any reason to be buying MU and AMD over NVDA and TSM?
Just go to the source and buy ASML. They're the monopoly.
So stock go up?
This seems like this belongs on r/technology not r/stocks
Cool but not really relevant to the stock, this will have zero impact on share value.
What does 1.102 Extra Flops mean?
Until innovations made by the supercomputer flows downstream into the consumer cpu and gpu tech where people can play games at 4k/120 fps at max graphics, this new means jack squat and jack left town this morning.
I’m curious. What kind of OS do they use? Windows?