AMD's $100B META Deal Shows "Two Worlds" in Training & Inferencing
Schwab Network · Schwab Network
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Show Notes
Cory Johnson takes a broader look at AMD Inc.'s (AMD) new deal with Meta Platforms (META) that will provide the social media giant with 6 gigawatts of GPUs. He sees the deal as one where Meta is diversifying its AI buildout, seen in its Nvidia (NVDA) expanded partnership last week. Cory explains how it highlights "two worlds" often intertwined in the AI race.
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