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

$60 billion deal as a turning point: AMD secures Meta as a major AI customer for five years – the stock jumps, analysts see serious cracks in Nvidia's dominance for the first time. More than hardware: Capital market binding & software attack: Meta receives options for up to 160 million AMD shares and focuses on ROCm – if integration succeeds, AMD could become the only real alternative to Nvidia; execution risks (ramp-up/margins/dilution) remain. The U.S. semiconductor company AMD has pulled off a coup that could fundamentally...