Schwab Network

AMD's $100B META Deal Shows "Two Worlds" in Training & Inferencing


Listen Later

Cory Johnson takes a broader look at AMD Inc.'s (AMD) new deal with Meta Platforms (META) that will provide the social media giant with 6 gigawatts of GPUs. He sees the deal as one where Meta is diversifying its AI buildout, seen in its Nvidia (NVDA) expanded partnership last week. Cory explains how it highlights "two worlds" often intertwined in the AI race.


======== Schwab Network ========

Empowering every investor and trader, every market day.


Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribe

Download the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185

Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7

Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watch

Watch on Vizio - https://www.vizio.com/en/watchfreeplus-explore

Watch on DistroTV - https://www.distro.tv/live/schwab-network/

Follow us on X – / schwabnetwork

Follow us on Facebook – / schwabnetwork

Follow us on LinkedIn - / schwab-network

About Schwab Network - https://schwabnetwork.com/about


...more
View all episodesView all episodes
Download on the App Store

Schwab NetworkBy Schwab Network

  • 4.6
  • 4.6
  • 4.6
  • 4.6
  • 4.6

4.6

37 ratings


More shows like Schwab Network

View all
Motley Fool Money by The Motley Fool

Motley Fool Money

3,228 Listeners

Rule Breaker Investing by The Motley Fool

Rule Breaker Investing

938 Listeners

Investing Insights by Morningstar

Investing Insights

518 Listeners

Masters in Business by Bloomberg

Masters in Business

2,175 Listeners

Zacks Market Edge by Zacks Investment Research

Zacks Market Edge

298 Listeners

Wall Street Breakfast by Seeking Alpha

Wall Street Breakfast

1,044 Listeners

Schwab Market Update Audio by Charles Schwab

Schwab Market Update Audio

356 Listeners

Financial Decoder by Charles Schwab

Financial Decoder

310 Listeners

Investing With IBD by Investor's Business Daily

Investing With IBD

374 Listeners

The Long View by Morningstar

The Long View

934 Listeners

WashingtonWise by Charles Schwab

WashingtonWise

460 Listeners

Barron's Live by Barron's Live

Barron's Live

212 Listeners

Investing Experts by Seeking Alpha

Investing Experts

73 Listeners

On Investing by Charles Schwab

On Investing

334 Listeners

Stock Market Today With IBD by Investor's Business Daily

Stock Market Today With IBD

53 Listeners