2026년 2월 25일 · Unknown · financial · 출처 Yahoo Finance
This article first appeared on GuruFocus.
Shares of several networking and artificial intelligence infrastructure companies moved higher Tuesday after Advanced Micro Devices (NASDAQ:AMD) entered a multi-year AI infrastructure agreement with Meta Platforms.
Arista Networks (ANET) climbed about 2% in morning trading, while Ciena (CIEN) and Cisco Systems (NASDAQ:CSCO) also posted gains. Optical equipment makers Lumentum Holdings (NASDAQ:LITE) and Coherent (COHR) rose more than 1%, alongside advances in Celestica (CLS), Arm Holdings (NASDAQ:ARM), and Taiwan Semiconductor Manufacturing (TSM), which produces chips used in AMD platforms.
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The agreement outlines Meta's plans to deploy up to six gigawatts of AMD-based AI computing capacity, with spending expected to reach double-digit billions of dollars per gigawatt. The collaboration expands an existing partnership and aligns hardware and software development to support Meta's next generation of artificial intelligence workloads.
As part of the arrangement, AMD granted Meta performance-based warrants covering up to 160 million shares, tied to shipment milestones for Instinct graphics processing units used in large-scale AI systems.
AMD shares surged more than 7% following the disclosure, while Meta edged about 1% lower. Nvidia (NASDAQ:NVDA), which also maintains AI infrastructure ties with Meta, slipped slightly in morning trading.
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