Post actualizado el día September 27, 2026 by DeiviSanzPlay
On Monday jumped a news story that has left more than one person with their mouth open. Bloomberg published that Meta is going to they took a big hit. CoreWeave fell 14%. Nebius 17%.
And why? Well, because Meta was CoreWeave’s best customer. They had a $21 billion agreement with Clive Chan, who was the number two on OpenAI’s chip team. The same one who designed the in chips that won’t stop rising.
And why Samsung and not TSMC?
Because TSMC has its 2nm production sold out until 2027. Apple has taken more than half. Nvidia, AMD, and Broadcom have secured the rest.
Samsung, on the other hand, has using them.
Now those who make models want their own chips. Those who used to buy now sell their surplus capacity. And Samsung is entering through the big door because TSMC can’t handle everything.
But there’s a detail no one is talking about.
Meta isn’t. And those who don’t know how to read the moves are going to be left behind.
