Imagine you are AMD. You have a customer responsible for over 40% of your AI revenue. And then one day this customer walks out the door and comes back with a green logo on his shirt. Does it hurt? Certainly, because Nvidia is taking over another segment of the AI market and has no intention of stopping. How will Meta and Zuckerberg benefit from this partnership, and will RAM prices eventually return to normal levels?
The end of an era
On February 17, NVIDIA announced a strategic partnership with Meta, and it is not a simple transaction of purchasing several (hundred) graphics cards. Jensen Huang’s company is taking over virtually the entire layer of the AI infrastructure of Mark Zuckerberg’s giant: hardware, network solutions, and even deep integration at the engineering level. This is a comprehensive, multidimensional agreement that means one thing for AMD – the loss of a key customer.
Meta wasn’t just a processor buyer. It was one of the first companies to seriously focus on Instinct MI300X server sets, which for a long time looked like a signal of real, long-term cooperation with the “reds”. Wccftech recalled that in 2025, Zuckerberg’s company generated over 40% of AMD’s revenues in the AI segment. These times are apparently coming to an end.
Zuckerberg does not hide his enthusiasm because he announced the construction of “pioneering computing systems” on the Vera Rubin platform, which are to give every user access to personal superintelligence. Sounds ambitious? Definitely. But behind this there is a real infrastructure investment.
What about AMD?
For the Reds, this is a serious image and financial blow at the same time. The loss of such a large client, which was responsible for such a significant share of AI revenues, is not an event that can be easily neutralized. Although AMD is expanding its portfolio and working on the next generations of Instinct systems, the market clearly signals where the center of gravity of the AI ecosystem lies.
NVIDIA doesn’t just sell GPUs anymore. It sells a complete ecosystem from silicon to software, from networking to data security. And Meta just bet on the green ones. What about RAM prices? It looks like they will not return to 2025 levels in the coming months, because the AI boom has been going on continuously since 2022. And there is no indication that it will end in the coming months.
