Meta

The AI chip wars just escalated from skirmish to full-blown conflict. Meta and AMD announced a multiyear deal worth over $100 billion — six gigawatts of AMD computing power, plus warrants giving Meta up to 160 million AMD shares at a penny each. That’s roughly 10% of the entire company. Read that again. The company that owns Facebook, Instagram, and WhatsApp could soon own a tenth of its chip supplier. This isn’t a procurement contract. It’s a hostile restructuring of the AI hardware economy. ...

Forget the chatbot wars. The biggest AI story developing right now isn’t about benchmark scores — it’s about where AI is going to live. Within five days, we learned that Apple is fast-tracking three AI wearables simultaneously, OpenAI has over 200 people building hardware with Jony Ive, and Meta is expanding its already-successful Ray-Ban smart glasses globally. Snap is even spinning its AR glasses into a standalone company. This isn’t coincidence. This is the starting gun of the AI hardware race. ...

If you needed proof the AI infrastructure arms race isn’t slowing down, Nvidia and Meta just handed it to you on a silver platter worth tens of billions of dollars. The two companies announced a multiyear, multigenerational partnership that will put millions of Nvidia processors inside Meta’s data centers. Not just GPUs — standalone CPUs, next-gen hardware, networking, and confidential computing for WhatsApp. This isn’t a purchase order. It’s a strategic alignment that reshapes who controls AI’s physical backbone. ...