RUMOR: $MSFT to be the third gigawatt-scale customer of $AMD
According to a report by UBS, $AMD indicated a potential third gigawatt-scale customer beyond its existing agreements with OpenAI and $META. Microsoft appears to be the most likely candidate.
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RUMOR: $MSFT to be the third gigawatt-scale customer of $AMD
According to a report by UBS, $AMD indicated a potential third gigawatt-scale customer beyond its existing agreements with OpenAI and $META. Microsoft appears to be the most likely candidate.