AMD's $100B META Deal Shows "Two Worlds" in Training & Inferencing

We're now joined by Corey Johnson, chief market strategist at Apistrophe Capital Research. Corey, so excited to get your thoughts on this news. I mean, how important is this AMD and Meta deal in terms of reshaping the AI landscape right now.>> I think it's huge and it's huge in a lot of ways. It's obviously huge for securing a place at Meta, one of the few companies that can really afford this this kind of a giant deployment uh for AMD, right. AMD is now there, you know, head-to-head.We know that they've be ...