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ABG predicts that Nordic Semiconductor will secure a significant contract related to Meta's upcoming AI-powered augmented reality glasses. This potential collaboration would solidify Nordic's position in the expanding wearable AI market.

The relationship between Meta and AMD has strengthened in recent years, driven by the rising demand for computational power for AI and the metaverse. Meta has expanded its use of AMD GPUs to support workloads associated with training and inference of language models. AMD benefits from visibility and volume as a global client, demonstrating the importance of alliances between Big Tech and semiconductor manufacturers in fostering innovation and meeting the demands for digital infrastructure.