Meta is in talks with Samsung for a $6.5 billion AI chip foundry deal, but it's not officially signed yet. If confirmed next week, it will likely cause sector rotation.


The key point is that the AI industry is transitioning from the "general GPU era" to "GPU + custom ASIC coexistence."
The direct beneficiaries are $META, $AVGO, $MRVL, $ANET .
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