AMD
Hardware manufacturers are shipping specialised AI chips for everyone, from data centres to consumers.
Meta could own 10% of AMD, depending on how many chips it actually buys and other preconditions.
Lisa Su: "We're getting a lot of input from customers on things to test..."
"Deep technical engagements across a growing set of hyperscalers, AI companies and OEM and ODM partners"
OpenAI to become AMD's largest shareholder across the multi-year deal.
"Component delays have slowed cloud capacity expansion..."
The chips are down, the Arm is up... Can a new x86 Ecosystem Advisory Group ensure sustained primacy of the chip architecture?