NV NVDA NVIDIA Corporation 로딩 중... : 애널리스트의 강세 및 약세 의견

Meta is receiving offers to sell compute at a significant premium over its cost, indicating strong outsized market demand for AI compute. — Confirms that AI compute demand far exceeds supply, supporting pricing power for hardware suppliers like Nvidia and justifying Meta's aggressive buildout.

Meta continues to deploy new NVIDIA systems, sustaining strong demand for NVIDIA's data center GPUs.

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.