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21:30
Apr 29 ◎
Mark Zuckerberg CEO, Meta Platforms, Inc. META Q1 FY26 call
Meta is adopting AMD chips alongside NVIDIA, diversifying its GPU procurement and ramping AMD's data center GPU sales.
AMD
HIGH
21:30
Jan 28 ◎
Susan Lee CFO, Meta Platforms, Inc. META Q4 FY25 call
Meta's Andromeda ads retrieval engine now runs on NVIDIA, AMD, and in-house MTIA, and Meta nearly tripled Andromeda's compute efficiency; MTIA will also expand into core ranking/training workloads in Q1. — Meta is intentionally reducing reliance on any single GPU vendor for ad ranking/inference, giving AMD more hyperscale credibility while NVIDIA's pricing power is incrementally contested by MTIA.
AMD
HIGH

About AMD Analyst Coverage

Buzzberg tracks AMD (Advanced Micro Devices, Inc.) across 1 sources. 0 bullish vs 0 bearish calls from 2 analysts. Sentiment: evenly split. 2 total trade ideas tracked. Latest voices: Mark Zuckerberg, Susan Lee.