Wata Investing
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Sharing analysis about finance, investing, stocks, etc.
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Meta Is Turning Nvidia’s Great Customer To Strategic Rival
On November 25, it is reported that Meta is negotiating with Google to adopt TPU chips for AI workloads—a deal potentially worth billions of dollars. The market's immediate response—Nvidia down 2.6%, Google up 1.6%, Broadcom up 1.9%. It's revealing strategy by hyperscalers seeking to break Nvidia's stranglehold on AI infrastructure.
By Wata Investingabout a month ago in Education
Advanced Micro Devices - AMD Its Strategy to Lead the Market and Accelerate the Growth
Nov. 11, 2025 Advanced Micro Devices showcased its long-term strategy outlining a broad portfolio of hardware, software and solutions. AMD is expecting to accelerate revenue growth and revenue market share for its industry-leading products and solutions for the next three to five years.
By Wata Investing2 months ago in Education
