Ryan Shrout
@ryanshroutRamblings of a technology guy. President and GM at Signal65. Formerly Graphics and AI product at Intel, former owner at PC Perspective.
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Grace Blackwell is rolling out to market! 36 Grace CPUs and 72 Blackwell GPUs in a liquid cooler rack. @PatrickMoorhead @danielnewmanUV I’ve ordered a few for the labs!
The 1st in the world @nvidia GB200 NVL72 server racks are now shipping. We are thrilled to deliver our liquid-cooled PowerEdge XE9712 to @CoreWeave The AI rocket just got a massive boost! 🤖🚀🤝
The 1st in the world @nvidia GB200 NVL72 server racks are now shipping. We are thrilled to deliver our liquid-cooled PowerEdge XE9712 to @CoreWeave The AI rocket just got a massive boost! 🤖🚀🤝
This is astoundingly astute and it’s great to see modern film makers thinking through the opportunities that AI will provide, and tampering fears.
Didn’t expect Ben Affleck to have the most articulate and realistic explanation where video models and Hollywood is going
Excited to see the @Signal_65 analysis of the new MLPerf Training results, focused on the @Azure data. Continue to be impressed by how hard @Microsoft is pushing to stay at the leading edge of AI capabilities and performance. signal65.com/research/ai/le…
With new benchmarks this week from @Azure on MLPerf Training 4.1, our team did some analysis to see how the new data looks relative to other platforms. The @Microsoft Azure AI infrastructure shows performance and scaling leadership. Read the paper: signal65.com/research/ai/le…
With new benchmarks this week from @Azure on MLPerf Training 4.1, our team did some analysis to see how the new data looks relative to other platforms. The @Microsoft Azure AI infrastructure shows performance and scaling leadership. Read the paper: signal65.com/research/ai/le…
AMD is definitely pushing hard on Intel today with its recent post, claiming dramatically better performance for integrated graphics and gaming comparing Ryzen AI (Strix Point) and Intel Core Ultra 200V (Lunar Lake). community.amd.com/t5/gaming/ulti… The key is that AMD focuses on its…
AMD reducing 4% is not that notable and shouldn't set off any alarm bells. There is a rotation of talent that needs to be addressed, and the tech industry has been doing constant culling of talent since the hiring boom of 2021. My perspective is AMD needs to optimize and then…
$AMD 🔴-1.30% after announcing plans to layoff ~4% of their workforce. Just a liiittle lower... 🤏
The Ravens got away with 2 penalties on the game-deciding 2-point attempt. "It was clearly defensive holding...and that does look like forceable contact to the head of the quarterback," "Too many games end this way. They just do," I wonder why...🤔
$QCOM has a great quarter and guide on the back of its ever-growing auto segment and what looks like a surge in high-end Android smartphones. Smartphone growth looks like 2-3X total market unit growth. Already dominate premium tier yet even more content gain, mix within tiers,…
$QCOM | Qualcomm beat earnings and revenue estimates in Q4, saw record FY cash flows and provided strong Q1 guidance. The stock is +7.8% after-hours.
Catching up on the launch of the @AMDRyzen 9800X3D today. Looks like a clear homerun for gamers! Reviews are positive, pricing is solid. It's an 8-core, single CCD, so pure MT perf is lower than 9950X/9900X. But look at these gaming results from @HardwareUnboxed Clear win.
The higher royalty rate of Armv9 is a tremendous sea change for @Arm
Here we go: Arm Q2. A strong quarter with a beat and raise on the guide. Spoke to CEO @renehaas237 and the narrative here is consistent and the momentum is good. -V9 adoption is going well driving higher royalty rates -CSS revenues are a massive opportunity and it is still…
Good thoughts here from Dan
Very good Q4 for @Qualcomm Had the chance to speak to CFO Akash Palkhiwala. Pointed to strength in the quarter for Automotive and IoT as the drivers of the beat on top and bottom line results. Handset business is holding steady and the AI PC business is still early days.…
This morning, I finished my first ever sub-2:00 half marathon at 42.916 years old. 😂 I’m making more strides today with my family, my health, and my business than I ever did at 32. Take heart youth! It doesn’t always go downhill lol!!
Yesterday, my amazing daughter completed her first 5K race with me down in Orlando. So proud of her!! She was not a fan of the 3am wake up but I’m hoping she’s falling in love with running anyway!
EY filed with the SEC documents on $SMCI that I find unprecedented. Essentially ‘we agree with this, we disagree with that.’ Mizuho says the company faces delisting risk. Needham suspends rating. Bloomberg says $HPE and Dell gain. Evercore says $DELL gains. Wow!
I feel bad for Super Micro customers who must wonder, "What next?" The company needs to be crystal clear with its customers about exactly what is going on and what it intends to do about it. I can imagine they will all be contacting Dell right about now, a huge supplier to tier…
My latest on @MarketWatch: AMD and Alphabet hit earnings targets this week — now Apple, Amazon, Microsoft and Intel get their shot. marketwatch.com/story/amd-and-… - AMD results were positive, record quarters and projecting another. Instinct rev estimated to $5B up from $4.5B. Markets…
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