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Comment on AMD Instinct MI325X in Q4 2024, 288GB of HBM3Eparent

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Or they're trying to distract attention from the fact that they've already sold out 100% of the fab capacity available to produce these chips for the next two years.

So really, they lose nothing. They've already booked sales of everything there is to sell. So might as well now turn attention to those who might be customers two years from now, and make them feel like the wait will be worth it.

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