… And in the GenAI boom, Meta Platforms has not shied away from renting compute capacity from others. Back in September 2025, Meta Platforms inked a supplier deal with king of the neoclouds, CoreWeave, that saw the former buy $14.2 billion in AI processing capacity through December 2031 . …
… Rene Haas, the chief executive of Arm shown above holding the first generation AGI CPU that is sampling now and that will ship in volume later this year to Meta Platforms and OpenAI and anyone else who wants to place an order, laid out the math for why CPUs still matter in agentic AI datacenters. …
… What is clear is that to service that OpenAI commitment, Microsoft is going to have to invest in AI infrastructure at the crazy rates of its peers: AWS, Google, and Meta Platforms. …
… Despite some rumors to the contrary, Micron is making HBM4 memory for the Nvidia “Rubin” R200 GPUs coming later this year; it is not clear if Micron has any slice of the AMD “Altair” MI400 series; the word on the street is that Samsung and SK Hynix will be the main suppliers of HBM for the initial … …