
AMD Goes Meta, and Why You Might Want to Believe the Rivian Hype
CNBC's "Fast Money"
00:00
Medavers Chips - Is There a Capex Profile?
There's no intention to moditize this any time soon, a right? We're talking about revenue generating opportunities potentially in 20 30 and beyond. So that capex profile is going to go up into the right from here,. Then you layer on the ink metal spend from microsoft, froma from hug from amazon, and anyone that plans on entering the metave oras. Anything about idio games and how that can play into the mix? we were talking about a number that could be certainly hundreds of millions of dollars in terms of the inter structure.
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