AMD Secures Meta as a Major AI Client and Challenges Nvidia's Dominance

$60 Billion Deal as Turning Point: AMD secures Meta as a major AI client for five years – the stock jumps, analysts see serious cracks in Nvidia's dominance for the first time. More than Hardware: Capital Market Bonding & Software Attack: Meta receives options for up to 160 million AMD shares and bets on ROCm – if integration succeeds, AMD could rise as the only true Nvidia alternative; however, execution risk remains (ramp-up/margins/dilution). The US semiconductor company AMD has struck a coup that could fundamentally shift the...