AMD Secures $60B AI Chip Deal With Meta

SelfRugger · 2026-03-14T21:21:50+00:00

AMD has secured a $60 billion deal to supply AI chips to Meta over five years, marking its second significant AI chip agreement recently. This deal will enhance Meta's AI infrastructure and increase AMD's stock value significantly.

SelfRugger

2026-03-14 21:21:50

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AMD Secures $60B AI Chip Deal With Meta

Faizan Farooque

Wed, February 25, 2026 at 4:17 AM GMT+9 1 min read

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This article first appeared on GuruFocus.

Advanced Micro Devices, Inc. (AMD, Financials) said it has agreed to supply up to $60 billion worth of artificial intelligence chips to Meta Platforms, Inc. over five years, marking its second major AI chip pact in the past year.

Warning! GuruFocus has detected 5 Warning Signs with AMD.

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The deal lets Meta buy up to 10% of AMD through performance-linked warrants. After the news came out, AMD shares jumped more than 10% in premarket trade.

Lisa Su, the CEO of AMD, claimed that the company will deliver six gigawatts of processing power, starting with one gigawatt from its new MI450 processors in the second part of the year. The contract also includes unique central processing units that will make the system work better and use less energy.

Meta has also gotten chips from Nvidia Corporation and is making its own processors, which shows that there is a lot of demand for AI infrastructure.

AMD made a similar deal with OpenAI last year, and this one is the same. As IT firms add more data centers to enable AI applications, investors are paying more and more attention to big chip supply deals.

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