U.S. President Donald Trump sits in the Oval Office to sign executive orders, at the White House in Washington, D.C., U.S., Dec. 18, 2025.The major technology companies will meet President Donald Trump at the White House next week to sign a pledge to supply their own power for artificial intelligence data centers. The companies attending the March 4 meeting include Amazon, Google, Meta, Microsoft, xAI, Oracle and OpenAI, a White House official confirmed."Under this bold initiative, these massive companies w ...

市场成交量较前一日明显萎缩，标普500指数成交量约31.7亿股，远低于周一的56.4亿股，显示抛售压力有所减轻。 超过3000只个股上涨，市场广度得到 改善。 大型科技股多数收高，苹果公司股价上涨2.24%，特斯拉上涨2.39%，微软和亚马逊涨幅均超过1%。 然而，真正点燃市场热情、并决定当天市场走向的，是一则来自芯片行业的爆炸性新闻。 超威半导体公司，也就是AMD，在当天盘前交易中一度暴涨 超过14%，收盘时涨幅锁定在8.77%，股价报收于213.84美元。 推动其股价飙升的，是其与社交媒体巨头Meta Platforms达成的一项战略性合作协议。 这项协议在2月24日正式对外公布。 根据协议内容，Meta将在未来五年内部署高达6吉瓦（GW）算力的AMD Instinct系列图形处理器（GPU），用于其 下一代人工智能数据中心。 6吉瓦的算力规模有多大？ 根据AMD方面的描述，满负荷运行所需的电力，相当于500万美国家庭一年的用电量。 这笔交易的价值引发了市场广泛猜测。 路透社等多家媒体报道称，交易总价值预计在600亿美元至超过1000亿美元之间。 AMD首席执行官苏姿丰博士 在谈及协议价值时透露，每千兆瓦 ...

由 文心大模型 生成的文章摘要 全球科技巨头Meta与AMD达成战略合作协议，Meta 根据协议，Meta将采购算力最高达6GW的AMD Instinct系列GPU，以支撑其全球AI基础设施。这笔采购 规模惊人，其满负荷运行所需的电力相当于500万美国家庭一年的年用电量。此外，AMD还将为Meta专 属定制主要用于AI模型推理的MI450芯片。 交易最具创新性的部分在于其支付与绑定方式。AMD向Meta授予了一份基于业绩的认股权证。Meta在 满足连续采购的条件下，有权以每股0.01美元的超低行权价，分批购买至多1.6亿股AMD股票，最终最 高可获得AMD集团10%的股份。首批股票的认股权将在2026年下半年芯片出货时兑现，整个计划将持 续至2031年2月。 Meta创始人兼首席执行官马克・扎克伯格表示，与AMD的合作是公司实现"算力供应链多元化"的关键 一步，旨在为"个人超级智能"的落地筑牢算力基础。此举也被视为Meta试图降低对当前AI芯片龙头英伟 达依赖的重要举措。Meta方面透露，2026年其AI基础设施相关支出将几乎翻番，达到1350亿美元。 AMD董事会主席兼首席执行官苏姿丰博士指出，这项多代产品 ...

Group 1 - The White House is planning to host major data center and AI companies, including Microsoft, Anthropic, and Meta Platforms, to formalize a deal aimed at shielding consumers from rising electricity costs [1][4] - The initiative is part of a broader agenda introduced by President Trump, which includes requiring technology firms to build their own power plants to support the growing demand from data centers and AI infrastructure [2][4] - Microsoft has already made commitments to invest in new electricity generation and efficiency measures, reflecting a proactive approach to mitigate the impact of data centers on electricity prices [3] Group 2 - The expansion of data centers, essential for AI technologies, has led to local and state protests due to concerns over rising electricity bills and pollution associated with these developments [5]

Group 1 - Advanced Micro Devices (AMD) shares increased nearly 9% following a partnership announcement with Meta Platforms [1] - Meta is aggressively building its artificial intelligence (AI) infrastructure and has been securing deals with leading AI chip designers, including AMD and Nvidia [2] - The partnership with Meta is a multi-year, multi-generation deal to deploy up to 6 gigawatts of AMD's Instinct data center GPUs, starting in the second half of 2026 [6] Group 2 - The contract with Meta is expected to last five years, with AMD potentially selling an average of 1.2 gigawatts of AI GPUs annually, leading to an estimated $60 billion in revenue over the term [7] - The construction cost for a 1 gigawatt AI data center is approximately $35 billion, with 60% of that allocated for chips, suggesting AMD's revenue could exceed initial estimates [8] - Analysts predict a 59% increase in AMD's earnings this year to $6.62 per share, with potential for even stronger growth due to the Meta contract [10]

AMD周三早盘小幅下跌。该公司昨日与Meta Platforms签署多年协议，将向其供应高达6GW的GPU。协 议还包括一份基于业绩的认股权证，允许Meta收购最多1.6亿股AMD股票。 AMD周三早盘小幅下跌。该公司昨日与Meta Platforms签署多年协议，将向其供应高达6GW的GPU。协 议还包括一份基于业绩的认股权证，允许Meta收购最多1.6亿股AMD股票。 责任编辑：张俊 SF065 责任编辑：张俊 SF065 ...

Meta is planning to enter the stablecoin space later this year, pending integration with a third-party company to enable payments using the dollar-pegged token technology, Coindesk’s Ian Allison reports, citing three people familiar with the plans. The tech giant is aiming to begin stablecoin integration early in 2H26 and expects to integrate a vendor to assist in administering stablecoin-backed payments and implementing a new wallet. Published first on TheFly – the ultimate source for real-time, market- ...

当地时间2月24日美股开盘前，Meta和AMD双双在官网宣布了一项为期五年的战略合作伙伴关系，Meta将部署6GW（每吉瓦容量交易金额约达数百亿美 元）的AMD GPU，作为交换，AMD将提供最多1.6亿股（约10%股权）的基于业绩的认股权证。分析人士认为，这份战略合作背后，既表明Meta在AI领域 持续扩张的强烈诉求，也成为AMD与行业龙头英伟达展开正面抗衡的重要一步。 10%股权换1000亿订单 根据协议，Meta将从2026年下半年起，在五年内采购AMD专为AI模型设计的芯片及服务器设备。AMD首席执行官苏姿丰透露，每吉瓦容量的交易金额将 达"数百亿美元"级别。这意味着，协议的总金额将超过600亿美元，有可能达到上千亿美元。 作为协议的一部分，AMD正在设计一款专门为Meta工作负载量身定制的半定制MI450 GPU。AMD预计初始出货将于2026年下半年开始，产品将采用基于 MI450架构的定制Instinct GPU以及代号为"Venice"的第六代EPYC CPU，运行ROCm软件，并基于Helios机架级平台构建。 苏姿丰表示，Meta早已深度参与AMD芯片设计，未来还将获得定制版的MI450加 ...

Market Analysis by covering: Cameco Corp, Meta Platforms Inc, Uranium Futures, Vistra Energy Corp. Read 's Market Analysis on Investing.com ...

Core Insights - Meta Platforms has signed a multi-year deal with Advanced Micro Devices valued at over $100 billion to deploy up to 6 gigawatts of GPUs for AI data centers, which includes customized CPUs and a performance-based warrant for Meta to acquire a 10% stake in AMD [1][11]. Group 1: Impact on AI Industry - The agreement signifies a shift towards a multi-vendor ecosystem in the AI industry, breaking Nvidia's near-monopoly and validating AMD as a viable alternative [5]. - This deal is expected to accelerate growth across the broader AI industry, driving innovation and easing supply bottlenecks [4][5]. Group 2: Benefits for AMD - The deal provides AMD with a multi-year revenue stream and solidifies its position as a prime AI chip provider, enhancing its credibility against Nvidia [6]. - The performance-based warrant allows Meta to acquire up to 160 million shares of AMD, aligning the long-term interests of both companies [6]. Group 3: Benefits for Meta - By securing a large volume of AMD's GPUs and custom CPUs, Meta diversifies its supply chain and gains hardware tailored for its specific workloads, which is crucial for training advanced AI models [7]. Group 4: Investment Opportunities - The recent developments create a favorable environment for investing in ETFs that have high exposure to Meta and AMD, as they provide a diversified approach to capitalize on the AI sector's growth [2][9]. - Suggested ETFs include Global X Artificial Intelligence & Technology ETF (AIQ), iShares U.S. Technology ETF (IYW), Invesco QQQ (QQQ), and Invesco AI and Next Gen Software ETF (IGPT), each with significant holdings in Meta and AMD [12][14][16][18].