Ed Ludlow

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For AMD, it's important, right, because it represents tens of billions of dollars of revenue over that period.

And it's a kind of vote of confidence from a very large data center operator on their latest technology, which starts with MI450.

For AMD, it's important, right, because it represents tens of billions of dollars of revenue over that period.

And it's a kind of vote of confidence from a very large data center operator on their latest technology, which starts with MI450.

You basically say to Meta, OK, let's do this together for five years.

Your engineers come and work with our engineers and you can help us install the systems.

And that kind of projects quite a lot of confidence for the market toward AMD in particular.

It's very large scale deployment.

So it's six gigawatts in phases.

And, you know, it kind of replicates the structure that AMD has already done with open AI.

They are kind of getting into the bigger leagues, closing the gap on NVIDIA.

Bloomberg's Ed Ludlow.

You basically say to Meta, OK, let's do this together for five years.