Meta Platforms is making substantial investments in artificial intelligence, securing a deal with Advanced Micro Devices (AMD) to purchase AI chips. This agreement could exceed $100 billion and includes an option for Meta to acquire up to a 10% stake in AMD. Shipments for the initial phase are scheduled to commence in the second half of this year. This move follows a similar large-scale partnership Meta established with Nvidia for AI chips, as the company intensifies its efforts to compete with rivals like Google and OpenAI in the AI space.
The AI boom is also driving significant activity in other sectors. Citigroup recently made its first strategic investment in a Japanese company, backing the AI startup Sakana AI, which has a strong track record in financial systems. This investment highlights Sakana AI's potential, having previously received support from companies such as Salesforce and Google. Meanwhile, Enterprise Products Partners projects double-digit growth by 2027, anticipating increased natural gas demand from AI data centers and other tech users, connecting its infrastructure to these growing energy needs.
Cybersecurity firms are heavily integrating AI into their strategies. Palo Alto Networks, for instance, acquired CyberArk for $25 billion and Koi Security for $400 million to bolster its AI security offerings, despite a recent stock drop related to acquisition costs. Venture funding in cybersecurity saw nearly $150 billion invested in 2025, with AI emerging as a top priority for both startups and enterprise spending in 2026. This trend underscores the critical role AI plays in enhancing security measures.
Investment in AI extends globally, with foreign funds making their largest one-day purchase of Taiwanese stocks in two decades, totaling $2.77 billion, reflecting confidence in chipmakers benefiting from the AI surge. In Malaysia, Zetrix plans to list its AI unit, AI Foundation Lab, on Nasdaq by late 2026. However, the costs associated with AI investments are also evident, as Workday's stock declined after its earnings report revealed higher-than-expected spending on AI, impacting its fiscal year guidance and raising investor concerns.
Further demonstrating the rapid expansion of AI-driven solutions, Letter AI recently secured $40 million in Series B funding, just four months after its Series A round. The company also launched Letter Compass, an AI-powered tool designed to provide personalized sales coaching directly within CRM workflows, emphasizing the growing investor confidence in AI-native revenue infrastructure.
Key Takeaways
- Meta Platforms plans to purchase AI chips from AMD in a deal potentially worth over $100 billion, including an option for a 10% stake in AMD.
- Meta also maintains a significant AI chip partnership with Nvidia, aiming to compete with Google and OpenAI.
- Palo Alto Networks acquired CyberArk for $25 billion and Koi Security for $400 million to enhance its AI security offerings.
- Citigroup made its first strategic investment in a Japanese company by backing AI startup Sakana AI, which also received support from Salesforce and Google.
- Enterprise Products Partners projects double-digit growth by 2027, driven by natural gas demand from AI data centers.
- Letter AI raised $40 million in Series B funding and launched Letter Compass, an AI-driven sales coaching tool.
- Venture funding in cybersecurity reached nearly $150 billion in 2025, with AI identified as a top priority for enterprise spending in 2026.
- Foreign investors bought $2.77 billion in Taiwanese stocks in one day, reflecting strong confidence in AI chipmakers.
- Malaysian company Zetrix plans a Nasdaq listing for its AI unit, AI Foundation Lab, by the end of 2026.
- Workday's stock fell due to high costs associated with its AI investments, impacting its fiscal year guidance.
Meta buys AMD AI chips in $100 billion deal
Meta Platforms, the owner of Facebook, plans to purchase artificial intelligence chips from Advanced Micro Devices (AMD). This deal could be worth over $100 billion and includes an option for Meta to buy up to a 10% stake in AMD. Shipments for the first part of the agreement are set to begin in the second half of this year. This move comes shortly after Meta announced a similar large partnership with Nvidia for AI chips. Meta is investing heavily in AI to compete with rivals like Google and OpenAI.
AMD's Meta Chip Deal Impresses Wall Street
Advanced Micro Devices (AMD) has secured a significant deal with Meta Platforms, the owner of Facebook, to supply artificial intelligence chips. The agreement, potentially worth over $100 billion, involves Meta purchasing AMD's MI450 chips for its data centers. This news boosted AMD's stock price just before Nvidia's earnings report. The deal highlights the intense competition and investment in AI technology among major tech companies.
Palo Alto Networks bets on AI security despite stock drop
Palo Alto Networks is focusing on artificial intelligence for its security strategy, even after its stock fell due to acquisition costs and missed profit guidance. The company recently acquired CyberArk for $25 billion and Koi Security for $400 million to strengthen its AI security offerings. Despite a 19% stock decline, its next-generation security annual recurring revenue grew significantly. Analysts remain optimistic, with a price target much higher than its current trading price.
Palo Alto Networks AI Security Strategy Boosts Investor Confidence
Palo Alto Networks is making significant moves in AI security, acquiring CyberArk for $25 billion and Koi Security for $400 million. While the company recently cut profit guidance, leading to a stock drop, its AI security bet is gaining investor attention. The company's next-generation security annual recurring revenue saw a 33% jump. Analysts have set a higher price target, suggesting confidence in the company's long-term AI strategy despite short-term financial adjustments.
Citi Invests in Japanese AI Startup Sakana AI
Citigroup has made its first strategic investment in a Japanese company by backing the artificial intelligence startup Sakana AI. The US bank chose Sakana AI due to its strong track record in developing systems for the financial sector. This investment follows similar backing from companies like Salesforce and Google, highlighting Sakana AI's potential in the AI market.
Enterprise Products Partners Links 2027 Growth to AI Gas Demand
Enterprise Products Partners (EPD) is projecting double-digit growth in 2027, driven by new projects and increased demand for natural gas. The company sees artificial intelligence data centers and other tech users as key future customers for natural gas. EPD highlights its stable, fee-based business model and a long history of distribution increases. The company aims to connect its midstream infrastructure with the growing energy needs of AI-related industries.
Letter AI Secures $40M Series B for Sales Guidance Tool
Letter AI has raised $40 million in a Series B funding round, just four months after securing $10.6 million in Series A. The company also launched Letter Compass, an AI-driven tool that provides personalized sales coaching within CRM workflows. This funding, led by Battery Ventures, underscores investor confidence in AI-native revenue infrastructure as its return on investment becomes clearer. Letter AI aims to embed sales intelligence directly into the sales process.
Cybersecurity Valuations Rise Amid Capital Concentration and AI Growth
Venture funding in cybersecurity saw significant concentration in large private rounds at the end of 2025, driving up valuations. Total capital invested approached $150 billion for the year, with a large portion going into fewer deals. While IPO activity also increased, early-stage funding and valuations in cybersecurity outperformed the broader venture market. Artificial intelligence emerged as a top priority for both startups and enterprise spending plans in 2026.
AI Drives Record Foreign Investment in Taiwan Stocks
Global funds made their largest one-day purchase of Taiwanese stocks in two decades, showing strong confidence in chipmakers benefiting from the AI boom. Overseas investors bought a net $2.77 billion of Taiwan equities on Tuesday, marking the sixth consecutive day of foreign buying. This surge indicates Taiwan's central role in the global AI supply chain and its continued advantage as AI technology advances.
Malaysia's Zetrix Plans Nasdaq Listing for AI Unit
Malaysian company Zetrix is planning to list its artificial intelligence unit, AI Foundation Lab, on the Nasdaq stock exchange by the end of 2026. This move follows a significant equity injection and a partnership with the IFC to develop digital public infrastructure projects across Southeast Asia. The listing aims to strengthen public services and promote inclusive economic growth through AI advancements.
Workday Stock Falls on High AI Investment Costs
Workday's stock price dropped significantly after the company released its earnings report, revealing the high costs associated with its artificial intelligence investments. The company's guidance for the upcoming fiscal year fell short of expectations as it increases spending on AI. This news has raised concerns among investors about the financial impact of competing in the rapidly evolving AI landscape.
Sources
- Facebook owner Meta to buy AI chips from AMD in deal worth up to $100 billion
- On the eve of Nvidia earnings, AMD wows Wall Street with Meta chip deal
- PANW Is Down 19% But Its AI Security Bet May Change That
- PANW Is Down 19% But Its AI Security Bet May Change That
- Citi picks unicorn Sakana AI as first strategic Japanese investment
- Enterprise Products Partners Ties 2027 Growth Outlook To AI Gas Demand
- Letter AI Raises $40M Series B, Launches Deal-Level Enablement Tool
- Cyber valuations climb as capital concentrates, AI security expands
- AI Spurs Biggest Foreign Buying of Taiwan Stocks in 20 Years
- Malaysia’s Zetrix Raises Funds, Plans to List AI Unit on Nasdaq
- Workday’s stock dives as earnings reveal the cost of competing in AI
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