🚨 BREAKING | #AMD x $METAon 🤝
AMD and Meta sign a massive multi-year agreement for up to 6 GW of GPU Instinct to power Meta's AI infrastructure.
⚡ First tranche: 1 GW delivered in S2 2026
🧠 Tech: custom MI450 GPU + EPYC "Venice" CPU
📜 Key point: performance guarantees provided by AMD, tied to delivery milestones.
📈 #AMD +12.78% in pre-market 🔥
A very strong signal on the race for AI capex and on AMD's credibility against Nvidia 👀
Can AMD really impose itself against Nvidia in AI, or is Meta just testing an alternative? 🤔💬
AMD and Meta sign a massive multi-year agreement for up to 6 GW of GPU Instinct to power Meta's AI infrastructure.
⚡ First tranche: 1 GW delivered in S2 2026
🧠 Tech: custom MI450 GPU + EPYC "Venice" CPU
📜 Key point: performance guarantees provided by AMD, tied to delivery milestones.
📈 #AMD +12.78% in pre-market 🔥
A very strong signal on the race for AI capex and on AMD's credibility against Nvidia 👀
Can AMD really impose itself against Nvidia in AI, or is Meta just testing an alternative? 🤔💬