15 uh chipmaker is expanding his partnership with Meta. They are long-standing partners announcing a chip deal to deploy six gigawatts. Don't worry, we're going into this of computing power for Meta's AI data centers.And joining us now exclusively am I'm so just so thrilled to tease your AMD chair and CEO Lisa Suen, a guest of the show. Lisa, first I'm just going to offer you congratulations. This is a terrific deal and I know that these kinds of things could never have happened without your hard work and t ...

Group 1 - Artificial intelligence (AI) is projected to significantly enhance global productivity and GDP by 1.5% over the next decade, with even larger gains anticipated in subsequent decades [1] - Companies and governments worldwide are rapidly adopting AI technologies, leading to a surge in demand for cloud computing infrastructure from major players like Amazon, Microsoft, Google, and Oracle, which is currently outpacing supply [2] - The cloud computing giants are experiencing a substantial backlog, with Amazon, Google, and Microsoft reporting a combined revenue backlog of $669 billion, and Oracle adding $455 billion, pushing the total backlog over $1 trillion [5][8] Group 2 - The major cloud computing companies are expanding their data center infrastructure to meet the high demand, resulting in a projected 63% increase in capital expenditures to $364 billion by 2025 [5] - Sales of AI-capable chips and accelerators, such as GPUs, are expected to rise to nearly $600 billion next year, up from an anticipated $477 billion in 2025, driven by the ongoing demand for capacity [6] - Taiwan Semiconductor Manufacturing Company (TSMC) is identified as a key investment opportunity, being the largest semiconductor foundry and a primary manufacturer for major AI chip designers [7]