Search the journal

Search posts

Search by words in a post's title or content.

Stock quotes may be delayed. SPY and QQQ are US index ETFs

Market data is loading
  • NVDA—
  • AMD—
  • TSM—
  • ASML—
  • MSFT—
  • GOOGL—
  • SPY · S&P 500 ETF—
  • QQQ · Nasdaq 100 ETF—
  • USD/KRW—
← BACK TO THE JOURNAL

Muse

2 stories filed under Muse.

Semiconductors & infrastructureAMDMetaHeliosEPYCInstinctGPUROCmAI serversMuseAI agentsSemiconductor investmentData centersRack scaleAI infrastructure

AMD's Meta investment of $1 billion and Helios AI server up and running

Open Time: October 27, 2026, 22:15 KST AMD has announced that it is investing $1 billion in a public offering of shares in Meta. At the same time, he disclosed that the rack-unit AI system Helios is already running on the Meta infrastructure, and that EPYC server processors are supporting Muse AI agents. The key point of this announcement is that we have moved from the cooperation plan to the actual system operation. In large AI infrastructures, GPU-unit performance, as well as CPU, network,

Semiconductors & infrastructureNVIDIAMetaMuseAI agentsVeraRubinVeraCPUSpectrumXBlueField4AI chipsGPUAI infrastructureEquity investmentsInference optimization

NVIDIA's Meta $3 Billion Investment and Muse AI Infrastructure Collaboration

Open Time: October 27, 2026, 15:08 KST NVIDIA has announced that it will invest $3 billion in a public offering of shares in Meta. At the same time, we decided to expand technical cooperation with Meta's AI agent Muse to learn and execute related models more efficiently. As important as the investment itself is, the server configuration required to operate the AI agent on a large scale has been specified. Vera Rubin, Vera CPU, Spectrum-X Ethernet, B