What is included in the Meta AMD deal?

Reports indicate Meta will buy about $60bn of AMD AI chips over five years, in a chips for stock style framework. The plan covers 6GW of compute capacity, starting with 1GW of MI450 in H2 2026. This could boost AMD’s data centre revenue visibility and support amd stock sentiment.

Is amd stock a buy after the news?

Analysts skew positive, with 49 Buy, 15 Hold, and 1 Sell ratings, but valuation is demanding near 80 times TTM earnings. The news strengthens the long term story, yet execution, pricing, and supply are key. UK investors should consider FX, costs, and diversification before deciding.

How does this affect Nvidia’s dominance in AI chips?

It shows hyperscalers want second sources and more supply flexibility. Nvidia remains the performance leader, but AMD gains validation and scale with this agreement. The competitive balance depends on software maturity, memory bandwidth economics, and delivery timelines across the next product cycles.

What are the next key dates for amd stock?

AMD reports on 5 May 2026, where investors will watch AI accelerator guidance, margins, and backlog. The first MI450 shipments are slated for H2 2026, with a multi year ramp toward 6GW. Any new cloud customer wins or updated capacity plans would also be meaningful.

Global Market Insights

AMD Stock Today: Meta $60B AI Chip Pact Lifts Outlook – February 25

ByHuzaifa Zahoor February 26, 2026

AMD stock is in focus after Meta agreed to buy about $60bn of AMD AI chips over five years in a chips for stock style arrangement. Shares of AMD rose as investors priced in stronger data centre growth and clearer backlog. The deal spans 6GW of compute capacity, starting with 1GW of MI450 from H2 2026. For UK investors, this could support revenue visibility while diversifying hyperscaler spend beyond Nvidia. We assess the Meta AMD deal, valuation, catalysts, and practical steps to consider.