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Nvidia competitors and partners

Meta AI Strategy

+9

Meta's $100B AMD Bet Just Rewrote the AI Playbook

Feb 25, 2026

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11 min read

Meta's $100B AMD Bet Just Rewrote the AI Playbook

Inside the 6-Gigawatt Agreement That Sends AMD Soaring and Shakes Nvidia's Market Dominance

Andrew Green
Andrew Green

AI & Technology Stocks

+13

Meta's Buying Millions of Nvidia Chips. Here's Why That Should Get Your Attention.

Feb 19, 2026

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8 min read

Meta's Buying Millions of Nvidia Chips. Here's Why That Should Get Your Attention.

Why the numbers behind it matter more than the headline.

Andrew Green
Andrew Green

nuclear energy stocks

+12

Amazon Stock Fell After Announcing $200B in AI Spending. NVDA Jumped 5%. Here's Why That Makes Sense.

Feb 15, 2026

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10 min read

Amazon Stock Fell After Announcing $200B in AI Spending. NVDA Jumped 5%. Here's Why That Makes Sense.

The companies writing the checks aren't always the ones making money from them.

Andrew Green
Andrew Green
Trader Insights Media