What is the Meta AMD deal and why does it matter?

Meta plans to deploy up to 6GW of AMD MI450 AI GPUs, with first shipments expected in the second half. Meta also accepted a 160 million share performance-based warrant. The scope signals multi‑year demand and positions AMD as the key alternative to Nvidia, potentially supporting revenue growth and margin leverage through 2026.

How could Nvidia earnings affect AMD stock today?

Nvidia’s results and guidance influence sector sentiment and AI spending expectations. Strong demand signals for accelerators, networking, and software can lift peers, including AMD. Conversely, any signs of slowing orders or supply constraints may pressure valuations. Traders will also compare pricing, performance per watt, and delivery timelines against AMD’s roadmap.

Is AMD stock expensive at current levels?

AMD trades near 80.39x TTM EPS and about 10.06x sales, which is premium. The market is pricing strong AI data centre execution, expanding margins, and rising orders. If Meta and other hyperscalers scale deployments on time, the premium can hold. Missed milestones or weaker guidance would challenge the multiple.

What should Canadian investors consider before buying AMD?

AMD trades in USD, so currency moves impact CAD returns. Using USD accounts can reduce conversion costs, and hedging may help during volatility. AMD pays no dividend, limiting withholding tax issues. Monitor Nvidia’s earnings today and AMD’s May 5 update for visibility on shipments, margins, and AI GPUs order flow.

Global Market Insights

AMD Stock Today: Meta 6GW AI GPU deal, 160M warrant — February 25

ByDanny Kontos February 25, 2026February 25, 2026

AMD stock is in focus today after Meta agreed to deploy up to 6GW of AMD MI450 AI GPUs and accepted a performance-based warrant for 160 million shares. The Meta AMD deal signals multi‑year demand, with first shipments expected in the second half. For Canadian investors, the move strengthens AMD’s role as the main alternative to Nvidia in data centres. We break down the impact on AMD stock price, valuation, near-term catalysts, and what to watch next.