$AMD(AMD.US) I watched Dan Zong's interview. The main theme for the next 10 years is AI. I'll discount that a bit, let's say 5 years. (The Godfather of AI says product iteration usually takes 7 years.) The central idea of the video is the unity of knowledge and action, leaving no regrets; the risk of missing out on the era is far greater than worrying about a bubble forming!!!

AMD also has CPUs and FPGAs, and gaming chips. These are still relatively stable ballast. The contract with OpenAI reaching 600 and fully realizing 600 is far off, but 300 to 400 should be possible, right? After all, the first batch of revenue in the second half of 2026 is real!

Furthermore, the cake of the model is still in the capital expenditure phase, equivalent to a huge demand for computing power (national level, involving all industries). Su's attitude towards 2026 on the earnings call was very bullish! And the supply chain management is well-prepared!

Friends of the massage parlor, don't panic! Let's get through the long years together!!