BREAKING
$META $AMD 10s-100s GW AI Infra🚀
Dr.
@LisaSu ,
@AMD's CEO, has referenced
@Meta
repeatedly in 2024-2025-2026 interviews and events as a major, reliable client often in the context of hyperscale deployments for AI training and inference. This contrasts with
@OpenAI , where AMD's partnership, while groundbreaking, is a more recent (October 2025) and headline-grabbing "mega-deal" focused on massive future scale rather than current, proven volume.
Meta Platforms is accelerating its pivot away from the metaverse, just over four years after the Facebook owner changed its name to signal it was going all-in on virtual and augmented reality.
The tech giant has laid off 1,500 people -- about 10% of staff -- from the Reality Labs division that is home to its metaverse efforts, The Wall Street Journal reported on Wednesday, citing a person familiar with the matter. The person added that Metais shifting some investment to its Wearables division, which includes Ray-Ban Metasmart glasses.
Meta didn't immediately respond to a request for comment from Barron's.
CEO Mark Zuckerberg signaled he was staking the company's future on the metaverse in October 2021. "We're going to be metaverse first, not Facebook first," he said as he unveiled the name change.
Demand for the AI-equipped product is so high that Meta became AMD largest customer since early 2025. Meta also collaborated with
@AMD on Helios Rack on Meta's OCP open Rack. This signaled massive GWs scale deal coming for both companies.
$META CEO
@finkd also confirmed Meta to build "tens of gigawatts this decade, and hundreds of gitawatts or more over time". This clearly showed Meta intention to become a large hyperscaler. The relationship with AMD started in 2023/2024
In contrast, the metaverse has never really caught on as an idea, and Reality Labs has become a black hole for Meta.Analysts estimate the division posted an operating loss of $18.9 billion last year, according to a FactSet poll. The Street is forecasting an overall operating profit of $82.4 billion.
Video Source:
youtube.com/watch?v=rYXeQbTu…
BREAKING
$META $1,117 PT| BUY Rating🚀🚀🚀
Rosenblatt Analyst Barton Crockett maintains
@Meta with a BUY rating and $1,117 PT.