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Meta's Obsession With AI Is Great News For AMD
seekingalpha.com/article/4800016-metas-obsession-with-ai-is-great-news-for-amd
Summary
- Meta’s embrace of AMD’s MI300X, alongside new deployments at Microsoft, Oracle, and DigitalOcean, makes AMD the prime second source to Nvidia as AI compute demand accelerates.
- The MI300X’s 192 GB HBM3e, chiplet cost advantages, and maturing ROCm software stack uniquely enable…
This story appeared on seekingalpha.com, 2025-07-09 05:49:07.