Reports
AI-generated structured vendor updates
AMD
Other
2026-07-16
AMD与OpenAI达成6GW算力供应历史性协议 1.6亿认股权证可获10%股权 股价盘前涨35%
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Meta
Financial News
Medium Signal
2026-04-19
Meta's 2026 Strategy: Labor-to-Compute Reallocation at Extreme Scale
Meta's strategic choice represents 'endgame thinking' in AI infrastructure arms race—not how to profit but how to survive. When capex reaches 50%+ of revenue, this is no longer a business decision but survival bet. The 'relative value' of labor costs has undergone fundamental revaluation in the AI era.