Meta Platforms has secured a landmark partnership with Advanced Micro Devices (AMD) to deliver up to 6 gigawatts of custom AI chips, valued over $100 billion. This collaboration includes a 10% equity stake in AMD for Meta and positions the company as a lead customer for AMD's sixth-generation CPUs. Despite the $1.6 trillion market valuation, Meta's stock has declined nearly 20% from its peak, yet the move is set to bolster its AI infrastructure as it plans to invest up to $135 billion in capital expenditures this year.
“It used its Irish subsidiary where it would be subject to a very low corporate income tax rate to move profits from places like the US and Germany and France and Japan. It had a second subsidiary that was technically Irish but claimed to be headquartered in the Cayman Islands. And this arrangement came to be known as the double Irish.”
“Meta struck an AI-chip deal with Advanced Micro Devices worth more than $100 billion”
“AMDとMetaが提携拡大。6ギガワット規模のAIプラットフォーム構築へ”
“$META has signed a 5-year, $60B chip deal with $AMD. Includes performance-based warrants for Meta to purchase ~10% of AMD shares upon deployment of 6GW in compute.”
“Meta and AMD have announced a multiyear partnership that will deploy up to 6 gigawatts of AMD GPUs for Meta's data centers.”
“メタとAMD、AIチップ巡り契約 1000億ドル規模”
“Meta Platforms · is getting · a 10% stake in AMD · true”
“Meta Platforms · has signed · AI chip partnerships · multi billion dollar”
“Meta Platforms · is · 11% of Bill Ackman's portfolio”
“Meta Platforms Inc. · Change · Stock Change · -8.83”
“Meta Platforms · is valued at · $1.6 trillion”
“Meta Platforms · has a market capitalization · about $1.6 trillion · as of Feb. 25”
