本文源自：金融界AI电报 穆迪：Meta Platforms(META.O)展望稳定，确认Aa3高级无担保评级。 ...

Core Insights - Meta Platforms has committed to a significant increase in capital expenditures for AI infrastructure, with plans to spend between $115 billion and $135 billion in 2026, nearly doubling the $72 billion spent in 2025 [1] - The company has signed a multi-billion-dollar lease agreement with Google for tensor processing units (TPUs), diversifying its AI chip suppliers beyond Nvidia and AMD [1] - Meta's stock has experienced a decline of nearly 20% from its August high of approximately $796, reflecting investor concerns over rising capital expenditures and profitability amid economic uncertainty [1] Group 1: AI Infrastructure Expansion - Meta is aggressively pursuing partnerships with leading chipmakers, including Nvidia and AMD, to enhance its AI infrastructure [1] - The company has secured a multi-year partnership with Nvidia for millions of Blackwell and Rubin GPUs, ensuring a steady supply of high-performance chips for AI training [1] - The agreement with AMD, valued at up to $60 billion over five years, includes deploying 6 gigawatts of Instinct GPUs and an option for Meta to acquire a 10% stake in AMD [1] Group 2: Google TPU Partnership - The deal with Google allows Meta to access TPUs for training and running new AI models, with discussions for potential outright purchases starting in 2027 [1] - This partnership aims to reduce Meta's dependency on Nvidia's GPUs, potentially lowering costs and enabling specialized optimizations for its AI ecosystem [1] - Google stands to benefit by scaling its TPU business and generating new cloud revenue streams, positioning itself as a competitor to Nvidia in the custom silicon market [1] Group 3: Market Reactions and Investor Sentiment - Investors are anxious about Meta's escalating capital expenditures, viewing it as a high-stakes bet on unproven AI returns [1] - The stock's decline reflects broader concerns over profitability and the financial implications of Meta's investments in AI and the metaverse [1] - Despite the potential benefits of the Google partnership, the market remains skeptical, as evidenced by a further 2% dip in Meta's stock following the deal announcement [1]

AMD stock may remain under pressure this year despite its robust growth.Shares of Advanced Micro Devices (AMD 3.45%) performed impressively over the past year, rising a healthy 95% as compared to the 65% gains clocked by the PHLX Semiconductor Sector index over this period.However, the semiconductor stock has been under pressure in 2026. AMD is underperforming the broader index, losing 5% of its value so far this year. The poor performance seems a tad surprising given that AMD delivered a solid set of resul ...

That will be a tall order for a country largely caught flat-footed by the boom. But let’s start with the basics: The three main building blocks of AI are talent, compute (including high-end chips and infrastructure), and data. India doesn’t lack engineers, but it currently doesn’t have foundational research training at scale or enough advanced processors at public labs and universities. What it does have, in abundance, is data. It should start treating this like a strategic asset rather than leaking it out ...

Skip to main content Exclusive news, data and analytics for financial market professionalsLearn more aboutRefinitiv Google signs multibillion-dollar AI chip deal with Meta, Information reports Read Next Business MP Materials swings to Q4 profit on US government price support Sign up here. Meta and Google did not immediately respond to Reuters' requests for comment. Reporting by Fabiola Arámburo in Mexico City; Editing by Maju Samuel Our Standards: The Thomson Reuters Trust Principles., opens new tab Purchas ...

The now-20-year old told jurors she felt compelled to frequently check accounts to make sure she hadn't missed anything. ...

Meta quietly tried to block attorneys from asking Mark Zuckerberg about his massive fortune at the bombshell social media addiction trial in Los Angeles, according to court documents reviewed by The Post.The owner of Instagram and Facebook made a confidential request to “shield Mark Zuckerberg, Meta’s founder, CEO, and controlling shareholder, from the very same scrutiny that other witnesses have faced,” according to a filing unsealed last Friday in Los Angeles County Superior Court.The plaintiffs allege th ...

Meta is suing advertisers who have allegedly impersonated celebrities to defraud consumers.By completing this form, you agree to receive marketing communications from PYMNTS and to the sharing of your information with our sponsor, if applicable, in accordance with our Privacy Policy and Terms and Conditions .Complete the form to unlock this article and enjoy unlimited free access to all PYMNTS content — no additional logins required.The tech giant announced Thursday (Feb. 26) that it had taken “technical en ...

Key Takeaways META struck a 6-GW AMD Instinct GPU deal to power AI training, inference and data center expansion. META plans $115B-$135B in 2026 capex and nuclear pacts to secure 6.6 GWs of power by 2035. Meta Platforms faces rising ad competition from Alphabet and Amazon despite AI-driven gains. Meta Platforms (META) is spending heavily on building its AI infrastructure, and the latest deal with AMD for 6-Gigawatts (GWs) of Instinct GPUs is a step towards that direction. The first deployment will see Meta ...

Instagram said it would alert parents if their teens repeatedly search for terms related to self-harm or suicide, stepping up efforts to protect minors as several governments weigh social-media bans f... ...