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LiveUpdated 2026-09-19 18:08 UTC

AMD ALERT🚨🚨: On Kimi K3 2.8T, AMD has even better profit margins per gigawatt compared…

AMD ALERT🚨🚨: On Kimi K3 2.8T, AMD has even better profit margins per gigawatt compared to B300, GB200 NVL72, and…

This is a AI post classified by Jev as AI infra & evals (a model release), kept by the AI Radar because it carries real work, not commentary.

AMD ALERT🚨🚨: On Kimi K3 2.8T, AMD has even better profit margins per gigawatt compared to B300, GB200 NVL72, and B200. This is due to AMD's lower TCO and better performance, leading to better profit margins of 53.6% on Mi355X compared to 44.3% on GB200 NVL72. This is from our open-source Agentic Inference benchmark, AgentX. Shoutout to @roaner & @EmadBarsoumPi 10x engineers for optimizing this 2.8T model!

Posted by SemiAnalysis (165.1k followers) 21 h ago · 539 likes · 46.8k views · view the original post on X. Kept by the AI Radar as AI infra & evals.

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Every post is read and classified by Jev (TypeSafe): what it is, which market it belongs to, and whether the link is a real tool. 27.2k posts from 4.8k X accounts over the last 14 days, 1.2k tools, 19 markets. Collected every 5 minutes, fully re-ranked every hour — last update 2026-09-19 18:08 UTC. Full method.