Looks like I’ll be buying more 2021 AMD calls.

Lisa Su has spoken.

1. Revenue guidance is unchanged despite coronavirus

2. RDNA2 architecture for graphics card launching this year , hopefully finally making it Nvidia competitive

3. Zen 3 desktop cpu launching this year

4. Epyc Milan server cpu launching launching this year, and will be featured in Livermore Lab’s El Capitan server

5. Intel went on record they won’t have a competitive 7nm product until 2021

https://finance.yahoo.com/m/6769704c-70ce-38fe-9b0f-5dfb576ad6fe/hpe-amd-sign-600m-contract.html

Intel “outside” lol.

“Hewlett Packard Enterprise Co. and Advanced Micro Devices, Inc. have signed a $600 million contract to build the world’s most powerful supercomputer for the U.S. Department of Energy to test nuclear weapons, the three entities announced Wednesday.

The supercomputer, named El Capitan, is expected to ship in early 2023 with peak performance speeds of two exaFLOPS, or 2 quintillion calculations per second — 10 times faster than today’s most powerful supercomputer, and faster than the 200 fastest supercomputers in the world combined, the groups said at a press conference hosted at HPE’s North San Jose headquarters.”