Replying to Avatar Pepe Maltese

7/

Acquisition of ZT Systems plugs the final gap:

Full rack-scale systems — CPUs + GPUs + networking.

Think Nvidia DGX competitor — but modular.

ZT gives AMD the vertical muscle to sell full AI infrastructure to hyperscalers.
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Pepe Maltese 7mo ago 💬 1

8/

What matters:

→ Turin is already delivering

→ MI325X is ramping

→ MI350 is sampling

→ ROCm is working

→ ZT is the enabler

This is no longer “wait for next gen.”

They’re in market. And in motion.

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Pepe Maltese 7mo ago

9/

Still early. Nvidia’s CUDA + Blackwell + market capture is real.

But AMD isn’t just playing catch-up.

They’re building something that fits the post-monopoly stack.