Jose Najarro Stocks on $AMD (Oct 27, 2026)
The speaker sees AMD's $1 billion equity investment in Meta and initial Helios systems for the MI450 chip as an optimistic sign and a good win; he expects Meta to use more AMD GPUs, CPUs and networking and the two to jointly develop AI models.
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In fact, AMD is investing $1 billion in an equity investment in Meta . Yes, and they also mentioned that they have the initial "Helios" systems installed.
Now, this is AMD's solution that will be released with the MI450 chip. This is the type they are trying out for the first time with the Rexel system. The fact that there are proven and tested initial solutions available is, I think, an optimistic sign.
AMD and Meta worked really well. Meta will continue to use more of their graphics processing units (GPUs) and central processing units (CPUs), and more networking solutions, and will help each other improve and jointly develop AI models through some of these solutions as well.
So, it's a good win for AMD there.
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