AMD's 2027 CPU Sold Out. China's AI Stack Just Went Nuclear

Very Bullish · $9888.HK

What Happened

AMD's Venice EPYC server CPU is reportedly sold out for 2027, while DeepSeek open-sourced infrastructure components for Huawei Ascend, and Marvell unveiled a new UALink switch chip.

Bottom Line

AI infrastructure demand is red-hot, with AMD and Huawei Ascend ecosystem poised for massive growth.

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