Shay Boloor(@StockSavvyShay):$AMD CEO Lisa Su says “Helios is now running at Meta” as AMD invests $1B in $META and expands its AI partnership to gigawatt scale. What caught my attention is that AMD's EPYC CPUs already power Muse while Meta is also developing custom Instinct GPUs with AMD which gives it exposure to both the AI agents and the models powering them.

Shay Boloor

@StockSavvyShay

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

가입 February 2019

340 팔로잉 중 463.4K 팬

Shay Boloor@StockSavvyShay

2026.10.27 13:26

$AMD CEO Lisa Su says “Helios is now running at Meta” as AMD invests $1B in $META and expands its AI partnership to gigawatt scale. What caught my attention is that AMD's EPYC CPUs already power Muse while Meta is also developing custom Instinct GPUs with AMD which gives it exposure to both the AI agents and the models powering them.