NEW YORK--(BUSINESS WIRE)-- #AI--MN8 Energy LLC, a New York-based leading renewable energy and battery storage company, today announced that it has entered into a long-term power purchase agreement with Meta, under which Meta will acquire the offtake generated by MN8's 80-megawatt (MW) Walker Solar Project in Juniata County, Pennsylvania. This transaction represents the first agreement between the two companies. Meta will purchase 100 percent of the offtake generated by the project to support its eff. ...

Core Insights - Meta is diversifying its chip supply by making significant investments in AMD chips, moving away from its reliance on Nvidia [1] - This strategic shift not only involves purchasing AMD chips but also includes an opportunity for Meta to invest in AMD as a company [1] Company Strategy - The decision to invest in AMD reflects Meta's broader strategy to reduce dependency on a single supplier, which in this case has been Nvidia [1] - By diversifying its chip sources, Meta aims to enhance its technological capabilities and potentially lower costs associated with chip procurement [1] Industry Implications - The move could signal a shift in the competitive landscape of the semiconductor industry, as major tech companies like Meta seek alternative suppliers to mitigate risks [1] - AMD may benefit from increased demand for its chips as more companies look to diversify their supply chains away from Nvidia [1]

Meta Platforms(META.US)近日宣布，将部署算力规模达6吉瓦、基于AMD(AMD.US)处理器的数据中心 设备。这笔重磅交易标志着AMD在追赶英伟达(NVDA.US)的征途中取得关键胜利。 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。 作为合作条款之一，Meta将分阶段获得购买1.6亿股AMD股票的认股权证。当项目进度与AMD股价达到 特定里程碑时，这些权证将逐步生效，使Meta成为AMD的重要股东。 这笔交易是Meta持续扩张的最新举措。首席执行官马克.扎克伯格已将AI列为首要战略，承诺投入数千 亿美元"激进布局"算力基础设施建设。 上月，扎克伯格正式推出Meta Compute算力计划，致力于"在本十年内建设数十吉瓦算力，并逐步扩展 至数百吉瓦"，旨在构建超越竞争对手的战略优势，作为参考，1吉瓦算力大致相当于一座核电机组的发 电量，可满足约70万户家庭用电需求。 但Meta此次入股，显然押注AMD股价仍处于长期上涨初期。部分认股权证的生效条件为股价达到600美 元 ...

AMD CEO苏姿丰 凤凰网科技讯北京时间2月24日，据CNBC报道，在承诺采用数百万颗英伟达处理器来推动其AI扩张一 周后，Meta又签署了另外一项规模庞大的芯片协议，这一次是与AMD合作。 截至发稿，AMD股价在周二盘前交易中大涨12%。Meta股价下跌不到1%。(作者/箫雨) AMD CEO苏姿丰(Lisa Su)在一份声明中表示，公司正在提供"为Meta工作负载优化的高性能、高能效基 础设施，加速了业界最大规模的AI部署之一，并使AMD处于全球AI发展的中心位置"。 协议的具体条款尚未披露，但了解该交易的Creative Strategies芯片分析师本.巴亚林(Ben Bajarin)估计， 这项协议在至少四年内的价值将达到数百亿美元，因为"6吉瓦的部署将需要相当长的时间"。 在上个月发布的财报中，Meta承诺今年将投入高达1350亿美元的资本支出，力求在全球AI竞赛中跟上 大型科技同行以及创业公司OpenAI和Anthropic的步伐。总体而言，Meta计划建设30个数据中心，其中 26个位于美国。 周二宣布的芯片协议对AMD来说是一个关键进展，该公司在AI芯片市场上远远落后于英伟达。英伟达 现在 ...

1. 2月24日(周二)美股盘前，美股三大股指期货齐涨。截至发稿，道指期货涨0.23%，标普500指数期货涨0.15%，纳指期货涨0.33%。 | = US 30 | 48,915.60 | 48,970.30 | 48,768.50 | +111.50 | +0.23% | | --- | --- | --- | --- | --- | --- | | ■ US 500 | 6,848.10 | 6,862.60 | 6,838.40 | +10.40 | +0.15% | | ■ US Tech 100 | 24,790.20 | 24,845.70 | 24,708.30 | +81.30 | +0.33% | 2. 截至发稿，德国DAX指数跌0.08%，英国富时100指数跌0.10%，法国CAC40指数涨0.03%，欧洲斯托克50指数跌0.07%。 | 德国DAX30 | 24,965.60 | 25,010.60 | 24,878.10 | -20.98 | -0.08% | | --- | --- | --- | --- | --- | --- | | 英国富时100 | 10,674.45 | ...

（文章来源：每日经济新闻） 每经AI快讯，2月24日，META股票转跌，盘前下跌0.6%。 ...

本文源自：金融界AI电报 AMD(AMD.O)美股盘前涨幅扩大至15%，此前与META达成AI设备和股份交易协议。 ...

Core Insights - Meta has entered a multi-year agreement with AMD to purchase 6 gigawatts of AI chips, enhancing its AI infrastructure [1][2] - Following the announcement, AMD's stock experienced a nearly 12% increase in premarket trading [1] Company Developments - Meta's CEO Mark Zuckerberg expressed enthusiasm for the long-term partnership with AMD, aiming to deploy efficient inference compute and deliver personal superintelligence [2] - This agreement follows AMD's recent multi-year deal to supply AI chips to OpenAI, indicating a trend of significant partnerships in the AI chip market [2]

Group 1: AMD and Meta Deal - Advanced Micro Devices (AMD) has agreed to sell up to $60 billion worth of artificial intelligence chips to Meta Platforms over five years, allowing Meta to purchase as much as 10% of AMD [1][9] - AMD will supply six gigawatts' worth of chips to Meta, starting with one gigawatt of the forthcoming MI450 flagship hardware in the second half of this year [10] Group 2: OpenAI Partnerships - Amazon is considering an investment of around $10 billion in OpenAI, with discussions remaining fluid [1] - Walt Disney plans to invest $1 billion in OpenAI, allowing the use of its characters from franchises like Star Wars and Marvel in the Sora AI video generator [2] - OpenAI has partnered with Broadcom to produce its first in-house artificial intelligence processors [3] - AMD has also agreed to supply AI chips to OpenAI in a multi-year deal, which includes an option for OpenAI to buy up to roughly 10% of AMD [4] - Nvidia is set to invest up to $100 billion in OpenAI and supply data center chips, establishing a financial stake in the company [5] - Oracle has signed a significant cloud deal with OpenAI, expected to involve $300 billion in computing power over about five years [6] - CoreWeave signed a five-year contract worth $11.9 billion with OpenAI [7] Group 3: Stargate Datacenter Project - The Stargate project is a joint venture between SoftBank, OpenAI, and Oracle to build data centers, with an investment of up to $500 billion for AI infrastructure [8]

AMD Stock Surges After AI Chip Maker Agrees to Meta Deal - Barron'sSkip to Main ContentThis copy is for your personal, non-commercial use only. Distribution and use of this material are governed by our Subscriber Agreement and by copyright law. For non-personal use or to order multiple copies, please contact Dow Jones Reprints at 1-800-843-0008 or visit www.djreprints.com.# AMD Stock Surges After AI Chip Maker Agrees Meta DealBy [Callum Keown]ShareResize---ReprintsIn this article[AMD][META]Meta will buy 6 g ...