Why did the amd share price rise today?

Investors reacted to Meta’s plan to deploy up to 6GW of AMD Instinct GPUs and a performance-based warrant for up to 160 million shares. The news points to large AI orders, vendor diversification away from Nvidia, and clearer demand visibility for AMD’s data center products, which supported a rally in sentiment and volumes.

What is the Meta AMD deal and how big is it?

It is a multi-year agreement for up to 6GW of AMD Instinct GPUs across Meta’s data centers, with Helios-based shipments expected to begin in 2026. The pact signals large-scale AI GPU deployment and a longer pipeline. It includes a performance-based warrant allowing Meta to buy up to 160 million AMD shares.

Will the AMD 160M warrant dilute shareholders?

Full exercise would add up to 160 million shares, which is about 9.8% of current shares outstanding. The structure is performance-based, so actual dilution depends on milestones. Investors should model staged exercises and weigh dilution against incremental AI orders, margin mix, and software attach that could support the amd share price.

How should Indian investors approach AMD now?

Consider staggered entries, given active swings and a 2026 shipment window. Review brokerage routes, forex costs, and taxes before investing. Track the 2026-05-05 earnings call, Meta’s deployment pace, and software progress. A diversified basket across AI chips, cloud, and software can reduce single-name risk while participating in the theme.

Global Market Insights

AMD Stock Today: Meta 6GW AI Build Pact Sparks Rally – February 25

ByHuzaifa Zahoor February 25, 2026February 25, 2026

The amd share price rallied on February 25 after Meta announced a multi-year plan to deploy up to 6GW of AMD Instinct GPUs, plus a performance-based warrant for up to 160 million shares. We track AMD closely because this Meta AMD deal could redirect AI data center spend beyond Nvidia. For Indian investors, the story is simple: stronger demand visibility, a bigger AI footprint, and new supply diversification. We break down the implications, technicals, and next steps to watch.