The Legitimate NVIDIA Challenger Ignites the Meta Stage
In the medium term, there is a high probability of a sustainable push to reclaim the 2025 high, as the Meta deal convinces the market that AMD is not merely a niche player in the lucrative AI hardware market, but a structural volume supplier.
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AMD (AMD) is definitively establishing itself as the only comprehensive alternative to NVIDIA's AI monopoly. With its EPYC CPUs, it systematically takes high-margin market shares from Intel in the data center, while the Instinct GPUs, in combination with the open software platform ROCm, break the lock-in effect of NVIDIA's CUDA ecosystem. The historic mega-deal with Meta for 6 gigawatts of computing power is the ultimate accolade. When one of the largest hyperscalers in the world aligns its core infrastructure (the jointly developed "Helios" rack...
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