就在与谷歌达成协议的前几天（2月24日），Meta 刚刚向 AMD 砸下了一份震撼业界的定海神针：承诺在未来五年内采购价值高达 600 亿美元的 AI 芯片。为了深度绑定，Meta 甚至换取了最高可达 1600 万股的 AMD 股权认购权。
自路透社去年11月首次报道钇供应吃紧以来，钇价已上涨约60%，较一年前暴涨约69倍，一些涂层生产企业开始对原料实行配给。
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14:15, 27 февраля 2026Россия