AMD Aktiensprünge 10% on Monday, Angetrieben von Meta (Facebook) Deal

AMD on Monday made several major announcements covering different parts of its enterprise product roadmap. These included the 3rd Gen EPYC “Microsoft Flight Simulator erreicht neue Höhen auf Xbox One und geräteübergreifend mit Xbox Cloud Gaming” processors with 3D Vertical Cache memory; Instinct MI200 CDNA2 compute accelerators, and announcements related to next-generation “Zen 4” basierend auf EPYC “Genua” und “Hier sind einige der ersten realen Bilder des AMD EPYC der nächsten Generation” processors that come with core counts as high as 128. The company’s stock rallied up to 12%, closing up 10%, which left many in the tech community scratching their heads. It turns out that the AMD-Meta deal has a profound impact on investors.

Meta, the holding company of Facebook covering all its businesses, aspires to be a major cloud solutions provider on par with Microsoft Azure, AWS, and Google Cloud. The deal could see Meta buying large stocks of AMD processors and compute accelerators to drive its next-gen server infrastructure. Sales of enterprise processors doubled year-over-year for AMD, and EPYC processors now account for 20% of the company’s revenues.