Our next guest believes markets are still digesting the largest CapEx surge in history driven by demand for AI compute. Todd Ahlsten, Parnassus Investments, chief investment officer and portfolio manager is with us here in San Francisco on set. I wanna start with with the signal, I suppose, that comes from that report Rachel just gave.Anthropic has a real revenue number and an updated ARR number, and lots of different names are moving this morning. Chip names, those that are invested in it, other software n ...

When PCs are spread across homes, offices, and remote locations, IT still needs a reliable way to see what is happening on each system. AMD Pro Manageability features help IT monitor systems, check key device details, and support endpoints without hands-on access. With AMD Pro out of band management, IT can act before the OS boots.Administrators can send a remote power command, bring the system online, and open a KVM session. Instead of troubleshooting blind, your help desk can work with the device directly ...

Hardware Infrastructure and Performance - Rosen Center operates 4 top 500 scale supercomputers based on various generations of AMD EPYC™ processors [1] - Instructional clusters are built with the same AMD EPYC™ processors utilized in flagship research computing clusters [1] - AMD EPYC™ processors deliver cost-effective pricing, maximum performance, core density, and accessibility for x86-based applications [2] - Balanced GPU design treats FP64 performance and AI performance equally, satisfying both traditional modeling, simulation, and AI workloads within a single platform [2] Strategic Applications and Industry Collaboration - Unified system architecture eliminates the necessity of purchasing separate systems optimized exclusively for HPC workflows or AI [2] - Educational environment ensures students utilize identical system types in classroom learning, upper-division research, and graduate programs [2] - Future collaborations with AMD target domains including robotics, student education, and the semiconductor workforce [3]