AMD Jumps on Mega AI Deal With Meta! More Gains Coming for AMD?

AMD rose 8.77% with $17.246 billion in turnover after reports that Meta reached an AI chip agreement potentially worth over $100 billion. Meta plans to deploy up to 6 gigawatts of AMD AI chips over five years for data center expansion. As part of the deal, AMD may grant Meta shares equivalent to about 10% of its total equity, subject to milestone conditions. Does this agreement materially reshape AMD’s long-term outlook? How significant is Meta’s potential equity stake?

This development is important, but its significance depends on how one interprets the structure. The headline number sounds transformational, yet the deeper implication is strategic rather than purely financial. Let us separate signal from narrative. --- 1. Does this materially reshape AMD’s long-term outlook? Yes structurally, but not immediately financially. AMD’s historical challenge in AI has never been chip capability alone. It has been ecosystem credibility and deployment scale. Nvidia’s advantage comes from entrenched hyperscaler adoption and software lock-in. A multi-year Meta commitment changes three things: (a) Validation risk disappears Hyperscalers act as industry validators. If Meta commits multi-gigawatt deployment, it signals: MI-series accelerators are production-ready at h
$AMD STRANGLE 260227 CALL 255.0/PUT 195.0$  $195p is helped by the AMD good news. 
JUST IN: 🇺🇸🇨🇳 CIA secretly warned Apple, Nvidia, and AMD in 2023 that China could invade Taiwan by 2027, NYT reports.
avatarcalico
02-24 23:56
How can we utilise Nvidia newest CPU chip ?
avatarT2021B
02-24 21:10
avatarT2021B
02-24 21:09
avatarjumps
02-24 21:08
Meta’s decision to deploy millions of NVIDIA AI chips is strategically significant, but the market question is not simply demand, it is durability of earnings and pricing power. 1. What this means fundamentally This confirms hyperscaler AI spending has moved from experimentation to infrastructure standardisation. Meta is no longer buying GPUs for training cycles alone. It is building persistent AI factories for recommendation engines, generative AI, and agent-based systems. Three important signals emerge: Blackwell → Vera Rubin continuity: Meta is committing to a multi-generation roadmap, reducing demand cyclicality. Grace CPU adoption: NVIDIA is expanding from GPU vendor to full-stack computing platform, increasing system revenue per deployment. Scale economics: Millions of chips imply lo
Reason why Nvidia still the main core! 
avatarxc__
02-19

Meta's Massive Nvidia Chip Haul: Locking In AI Dominance or Overkill Spending Spree? 🚀💥

$NVIDIA(NVDA)$ $Meta Platforms, Inc.(META)$ Meta's ramping up its AI arsenal in a big way, announcing plans to deploy millions of Nvidia chips over the coming years as it deepens ties with the semiconductor giant. This mega-bet scales systems on Nvidia's cutting-edge Blackwell architecture and the upcoming Vera Rubin platform, while – for the first time – weaving in Nvidia's Grace CPU at the heart of standalone computing setups. 😎 With Meta's capex already ballooning to fuel data center explosions, this partnership cements its push for generative AI supremacy in social, ads, and metaverse realms. But as Nvidia stock hovers near $140 after recent volatility, does this secure a rebound to $200 highs, or jus
Meta's Massive Nvidia Chip Haul: Locking In AI Dominance or Overkill Spending Spree? 🚀💥
Meta's decision to expand!!!!! its partnership with Nvidia, planning to deploy millions of Nvidia AI chips, signifies a significant deepening of their infrastructure collaboration. This move has several implications for both companies and the broader tech industry: Nvidia's Growth Prospects: The large-scale deployment of Nvidia's AI chips by Meta underscores the growing demand for advanced computing solutions in the tech sector. This partnership could contribute substantially to Nvidia's revenue growth, potentially securing its stock performance in the short to medium term. Meta's AI Ambitions: By integrating Nvidia's chips, including the upcoming Vera Rubin architecture and, notably, the Grace CPU into its standalone computing systems for the first time, Meta is bolstering its AI capabili
avatarOSJ
02-18
avatarTiger V
02-18
$NVIDIA(NVDA)$ I’ve increased my position in NVIDIA Corporation (NASDAQ:NVDA) following a reaffirmation of its Buy rating by Goldman Sachs, which also set a $250 price target—implying a potential upside of over 31% from current levels. The firm expects NVIDIA to deliver a beat-and-raise quarter, supported by strong supply-demand dynamics, growing adoption from non-traditional customers, and continued positive hyperscaler capex revisions through 2027. With its leading graphics, compute, and networking solutions, NVIDIA’s dual-segment business model positions it well to capitalize on accelerating demand in AI, cloud, and high-performance computing. This investment aligns with my strategy to hold high-quality, growth-driven tech leaders.
avatarCTJV
02-18
$NVIDIA(NVDA)$  McDaniel is back.

Nasdaq Snaps Losing Streak as AI Jitters Keep Pressure on Software Stocks

The $NASDAQ(.IXIC)$ finally ended its four-session losing streak Tuesday, edging up 0.1%, even as artificial intelligence concerns continued to weigh on software stocks. The $S&P 500(.SPX)$ and Dow Jones Industrial Average also gained 0.1%, with all three major averages reversing earlier intraday losses. While the headline moves were modest, underlying market activity suggests something far more dynamic is happening beneath the surface. Market Snapshot (Feb. 17, 2026) Dow Jones Industrial Average: 49,533.19 (+0.07%) S&P 500: 6,843.22 (+0.10%) Nasdaq Composite: 22,578.38 (+0.14%) Hot Stock: $Norwegian Cruise Line(NCLH)$ (+12.2%) Biggest Loser:
Nasdaq Snaps Losing Streak as AI Jitters Keep Pressure on Software Stocks
$NVIDIA(NVDA)$  holding for long term. 
avatarkoolgal
02-18
🌟🌟🌟We are now in the Year of the Fire Horse.  The Fire Horse doesn't do "slow and steady".  It is "fast and furious" like a galloping stallion.  The important thing to realise is Volatility is just the Fire Horse's way of stretching its legs. This year is about Freedom for me.  The freedom to set my success on Autopilot by Dollar Cost Averaging great stocks like $Alphabet(GOOG)$ and $NVIDIA(NVDA)$ .  It is also about the freedom to travel and experience different cultures of Europe and Asia. To The Wonderful Tiger Community and the Hardworking Staff of Tiger Brokers: May you realise every dream you envision and may your Hong Baos be overflowing with wealth beyond your dreams. H
$NVIDIA(NVDA)$  see what it happened?! Drop a bit then fly a lot ! Just simple and easy to get profit from this perfect share! $Advanced Micro Devices(AMD)$  waiting it fly too! Same thing apply to this and just hold and buy when it drop again! Gogogo!