$AMD is buying World Labs, and the timing was almost comical, since it landed right after we published our Nvidia and AMD article on our website yesterday. AMD (AMD) agreed to acquire World Labs, the private AI lab led by ImageNet creator Dr. Fei-Fei Li, in an all-stock deal worth about $8.2 billion that's expected to close by the end of 2026. World Labs builds "world models," AI that generates and simulates interactive 3D environments for gaming, design, and robotics simulation, and Li will become AMD's chief scientist reporting directly to Lisa Su. A few things stand out to us: - AMD already owned a piece of World Labs, and so did Nvidia (NVDA), which means AMD is taking a promising lab out of its biggest rival's portfolio. - The price has climbed fast, landing roughly 60% above the ~
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