What is the size and duration of Meta’s deal with AMD?

Reports point to a roughly $60 billion, five‑year agreement covering custom MI450 accelerators and Helios AI servers. The structure appears multi‑phase, aimed at Meta’s large‑scale training and inference needs. For investors, this extends AMD’s visibility across several product cycles and reinforces confidence that AI infrastructure spend remains on a strong path.

What are MI450 accelerators and why do they matter?

MI450 accelerators are AMD’s data center GPUs designed for training and inference of large AI models. Paired with Helios servers, they target power efficiency, high‑bandwidth memory, and fast interconnects. For investors, MI450 traction expands AMD’s footprint with hyperscalers, diversifies supply beyond competitors, and can support margin mix if deliveries scale on time and on budget.

Is AMD stock a buy after the Meta news?

Analysts skew positive (49 Buy, 15 Hold, 1 Sell), and our Stock Grade is B+ with a BUY suggestion. That said, valuation is elevated at 80x TTM EPS, so execution on MI450 deliveries and European wins will be critical. Consider position sizing, USD exposure, and using volatility measures to plan entries and risk.

What should German investors monitor next?

Watch MI450 shipment milestones, Meta’s deployment pace, and signs of European orders from hyperscalers and large enterprises. Track currency effects, data center power and cooling constraints, and competitive pricing dynamics. Near term, price behavior around the 50‑day average and updates at the next earnings event will likely drive AMD stock sentiment.

Global Market Insights

AMD Stock Today: Meta Signs $60B AI Chip Deal, Shares Jump – February 25

ByHuzaifa Zahoor February 25, 2026February 25, 2026

AMD stock surged after Advanced Micro Devices (AMD) won a five‑year, roughly $60 billion supply deal with Meta for custom MI450 accelerators and Helios AI servers. The agreement signals strong Meta AI chips demand and strengthens AMD’s multi‑year backlog, a key focus for investors in Germany tracking AI infrastructure spend. Shares rallied on the news, improving revenue visibility and sentiment. We break down the deal, the price action, valuation, and what euro‑based investors should watch as AI server demand scales across Europe.