Shay Boloor(@StockSavvyShay):$AMD is taking a page out of $GOOGL DeepMind and TPU playbook with its $8B World Labs acquisition bringing AI model development closer to chip design. World models require enormous memory capacity and bandwidth to process video, 3D environments and spatial data which really fits AMD’s push toward higher HBM capacity. Owning that workload gives AMD a much earlier view of what future AI chips need to deliver especially as Physical AI moves toward robotics and autonomous systems.

Shay Boloor

@StockSavvyShay

Chief Market Strategist @FuturumEquities | Regular on @Reuters, @YahooFinance, @Bloomberg, @FoxBusiness, @SchwabNetwork & @Forbes | NIA

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Shay Boloor@StockSavvyShay

2026.10.11 15:07

$AMD is taking a page out of $GOOGL DeepMind and TPU playbook with its $8B World Labs acquisition bringing AI model development closer to chip design. World models require enormous memory capacity and bandwidth to process video, 3D environments and spatial data which really fits AMD’s push toward higher HBM capacity. Owning that workload gives AMD a much earlier view of what future AI chips need to deliver especially as Physical AI moves toward robotics and autonomous systems.