Meta (META) and AMD (AMD) are entering into a multiyear agreement that will see Meta purchase upward of 6 gigawatts' worth of AI chips as part of its massive AI build-out. As part of the deal, announced Tuesday, AMD will issue Meta 160 million shares of common stock that will vest in a series of tranches if AMD hits certain milestones, the first of which will hit when AMD ships its first 1 gigawatt of chips. AMD shares jumped as much as 10% in premarket trading before paring those gains in the regular se ...

  Toronto, Canada - February 24, 2026 – TheNewswire - BacTech Environmental Corporation will be attending the Prospectors & Developers Association of Canada’s (“PDAC”) 2026 Convention, taking place at the Metro Toronto Convention Centre (“MTCC”) from Sunday, March 1 through Wednesday, March 4, 2026. BacTech invites delegates to visit Booth #2751 to learn more about the Company’s bioleaching and Zero-Tailings technologies.Dr. Paul Miller, inventor of BacTech’s Zero-Tailings patent application, will be prese ...

AMD and Meta Announce Expanded Strategic Partnership to Deploy 6 Gigawatts of AMD GPUs The 6-gigawatt agreement expands on the companies’ existing strategic partnership and aligns roadmaps across silicon, systems and software to deliver AI platforms purpose-built for Meta’s workloads. News Highlights Meta is partnering with AMD to rapidly scale AI infrastructure and accelerate the development and deployment of cutting-edge AI modelsAMD and Meta agree to a definitive multi-year, multi-generation partner ...

Lisa Su, chair and chief executive officer of Advanced Micro Devices Inc., displays an AMD Instinct MI455X GPU during the 2026 CES event in Las Vegas, Jan. 5, 2026.A week after Meta committed to using millions of Nvidia's processors to power its AI expansion, the social media company has inked another mammoth chip deal, this time with Advanced Micro Devices.Meta said on Tuesday that the multiyear deal with AMD involves deploying up to 6 gigawatts of the company's graphics processing units for AI data center ...

The deal could result in Meta owning as much as 10% of AMD's stock as the chipmaker seeks to challenge Nvidia. ...

CREATE WITHOUT THE WAIT AMD RYZEN™ THREADRIPPER™ PRO 9000 WX-SERIES PROCESSORS | 2025 1 Over the past five years, three interconnected trends have pushed the media and entertainment industry towards higher-end workstations with a better balance between core counts, clock speed, and efficiency. First, 8K video has become more common, with more available cameras and increased interest in this video format for initial capture and editing. While consumer adoption remains limited, 8K is an ideal starting point f ...

Investment Rating - The report does not explicitly state an investment rating for the healthcare technology sector Core Insights - Technology is significantly transforming healthcare, enhancing patient care through AI, AR, and VR, leading to improved drug development and medical outcomes [1] - The Dell Precision 7875 Tower, equipped with AMD Ryzen™ Threadripper™ PRO processors, meets the increasing demands of healthcare and life science firms for high-performance hardware [2] - The need for healthcare organizations to manage unprecedented data speeds and volumes is critical, particularly with higher resolution medical images [4] - Image quality and consistency are essential for accurate diagnoses, and the Dell Precision 7875 Tower provides the necessary power and expandability for diverse display and peripheral support [5] - Electronic Health Records (EHR) and Electronic Medical Records (EMR) enhance communication and coordination among healthcare providers, with the Dell Precision 7875 Tower ensuring fast access to patient data and robust security features [6] - Advances in technology have streamlined clinical research and medical training, creating a more affordable and effective research environment [8] - The Dell Precision 7875 Tower enables researchers to analyze large data sets efficiently, leveraging high core counts and professional graphics for detailed results [9] - Emerging technologies like VR, AR, AI, ML, and DL are facilitating more immersive collaboration in healthcare workflows [10] - The Dell Precision 7875 Tower supports demanding VR and AR applications, powered by AMD Ryzen™ Threadripper™ PRO processors, enabling the implementation of cognitive technology platforms [11]

Investment Rating - The industry investment rating is "Overweight" (maintained) [1] Core Insights - The report highlights a positive outlook for the semiconductor industry, driven by increasing demand for AI computing power and capital expenditures [7] - Key companies such as Nvidia and Meta are making significant investments in AI chips, indicating strong market growth potential [5] - The report emphasizes the importance of domestic supply chains and price increases in materials like target materials and passive components [7] Market Review - During the Spring Festival holiday (February 16-20, 2026), major overseas technology stocks saw gains, with the Nasdaq index rising by 1.51% and the Philadelphia Semiconductor Index also increasing by 1.51% [3] - Notable stock performances included Nvidia up by 3.83%, Apple up by 3.44%, and Amazon up by 5.69% [3] Industry Updates - The report notes a surge in AI model updates from domestic and international companies, with significant product launches expected from Apple and others [4] - Nvidia's CEO announced a groundbreaking new chip at the upcoming GTC 2026 conference, and a multi-billion dollar chip procurement agreement with Meta was confirmed [5] - Samsung and SK Hynix are accelerating production capacity due to increased storage demand driven by AI [6] Investment Recommendations - The report suggests focusing on sectors benefiting from increased AI computing capital expenditures and domestic supply chain developments [7] - Recommended stocks include Jiangfeng Electronics, with beneficiaries including Jingce Electronics, Chipone Technology, and others [7]

Core Insights - The Active Copper Cable Multi-Source Agreement (ACC-MSA) has been established to enhance interoperability and innovation in next-generation copper interconnect solutions [1][5] - The consortium aims to address key industry challenges by reducing power, cost, and latency while improving performance for high-speed copper interconnects [1][5] Group 1: Consortium Formation - Thirteen global leaders in networking, semiconductors, and cabling have formed the ACC-MSA, co-chaired by MACOM and Semtech [2] - Founding members include major companies such as AMD, Cisco, Dell Technologies, NVIDIA, and others [2] Group 2: Technical Focus - The initial focus of the ACC-MSA is on optimized copper interconnects featuring integrated linear equalizers [3] - Specifications will cover electrical, firmware, and testing requirements to ensure interoperability among various vendors [3] Group 3: Industry Impact - The integration of linear equalizers is expected to extend the reach of copper cabling, reduce thickness, and lower power consumption and latency compared to traditional DSP-based solutions [4] - AI hardware infrastructure spending is projected to exceed $1 trillion by 2029, with networking infrastructure nearing $200 billion, highlighting the importance of ACCs in future deployments [4]

美国银行全球研究部将AMD股票从美国1号股票名单中移除。 来源：滚动播报 ...