$META expects to double compute infrastructure to 14GW by 2027...
The demand for compute will be like nothing you've ever seen before.
So intense that Meta wants to now build its own AI cloud.
Meta specifically partnered with $NBIS for more compute.
The $NBIS bull case is playing out.
AAII bulls crashed more than 13% last week, the most in nearly 5 years.
They did this during the perfectly normal late June swoon period. If you are bullish, you love seeing this.
$AMD announced it will contribute to Trump Accounts, with CEO Lisa Su joining President Trump at the White House Rose Garden event as the list of participating companies continues to grow.
$AMD announced it is contributing to Trump Accounts joining the growing list of companies funding the new investment accounts for American children.
AMD CEO Lisa Su attended President Trump’s Trump Accounts event today in the White House Rose Garden.
$AMD continues to be up +7% today after Goldman Sachs raised its price target from $450 to $640.
That's a 42% increase in one upgrade.
$META, OpenAI, and $ORCL are all expanding their AI infrastructure with AMD.
And a Japanese self-driving startup just shifted 10% of its AI workloads from $NVDA to $AMD.
Every AI cluster needs GPUs to train AI... but it also needs CPUs to orchestrate and run those workloads.
$AMD is gaining share in both.
Data center revenue grew 57% YoY last quarter, and AMD now controls 46% of x86 server CPU revenue.
- Goldman: $640
- Wells Fargo: $615
- Citi expects another major AI customer
announcement this month.
Wall Street believes AMD could approach $100B in annual revenue by 2028.