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AMD Rallies on Meta AI Deal

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 · 1d
Racing to Catch Up With Nvidia, AMD Signs Chips-for-Stock Deal With Meta
Meta said on Tuesday that it would purchase billions of dollars worth of semiconductors from Advanced Micro Devices to develop artificial intelligence technologies and power new data centers.

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24/7 Wall St. · 1d
Meta Just Handed AMD a Deal That Should Terrify Nvidia
 · 1d
Meta and AMD Team Up to Take on Nvidia in Massive AI Chip Deal
 · 1d
AMD shares jump as Meta agrees to chip deal worth more than $100 billion
Advanced Micro Devices shares are surging nearly 15% in premarket action after agreeing a deal to supply customized chips to Meta Platforms.

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 · 1d
$100B Deal: Meta’s AI Chip Pact With AMD Could Shake Up Tech Industry
 · 1d
Meta to spend billions of dollars on AMD gear, buy stock
 · 1d
Facebook owner Meta to buy AI chips from AMD in deal worth up to $100 billion
The 6-gigawatt agreement will see shipments supporting the first gigawatt deployment set to start during the second half of this year.

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 · 1d
Meta agrees $60bn deal with chipmaker AMD despite AI bubble fears
Axios · 1d
Meta and AMD set huge AI chips pact
2d

AMD Vs. NVIDIA: Which AI Stock Is The Better Buy For 2026?

NVDA stock provides remarkable revenue growth in crucial periods, enhanced profitability, and a comparatively lower valuation in contrast to AMD stock
Nasdaq
4mon

Could AMD Be the Nvidia of 2026?

It's working with OpenAI to improve AMD's software, which controls its GPUs. AMD only needs to capture some market share to be a winning stock pick. But investors will also want to factor in the chipmaker's current valuation. But all that changed with the ...
1don MSN

Meta strikes AI chip deal with AMD days after committing to deploy millions of Nvidia GPUs

AMD has secured Meta as a customer for its Helios rack-scale system, as Nvidia's Blackwell faces heightened competition.
6don MSN

Is Nvidia DLSS better than AMD FSR? This survey of PC gamers might surprise you

DLSS owns FSR in battle of the upscaling techs — and native 4K can't hold a rendered candle to Nvidia's GPU booster either.
Forbes
3mon

Nvidia Or AMD: Which Stock To Bet On?

Advanced Micro Devices increased by 9.0% in Wednesday’s trading, after the company indicated that it expected annual data center chip sales of $100 billion within the next five years, with its earnings more than tripling. Nvidia co-founder and CEO Jensen ...
Morningstar
4mon

Here's what the OpenAI-AMD deal says about Nvidia

OpenAI says it's buying AMD chips to get more computing power. Analysts also see benefits to diversifying away from Nvidia and likely securing favorable pricing. OpenAI CEO Sam Altman and AMD CEO Lisa Su both testified before Congress earlier this year.
Reuters
22d

AMD predicts weaker first-quarter sales, shares plunge on Nvidia comparisons

AMD forecasts $9.8 billion Q1 revenue, 5% sequential decline AI chip sales to China included in forecast, boosting revenue Analysts worry about customer concentration, potential poaching by Nvidia The lacklustre prediction comes despite an unexpected boost ...
24/7 Wall St
4mon

Is AMD Turning Into Nvidia’s Kryptonite? Here’s How High It Can Go

Nvidia and AMD are entering into a period of intense competition. Nvidia went after AMD’s business with a partnership with Intel in September. AMD is hitting back with an OpenAI partnership to potentially break Nvidia’s monopoly. Follow 24/7 Wall St ...
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