What exactly did Meta agree to buy from AMD?

Meta plans to deploy 6GW of AI compute using AMD accelerators and could spend up to US$60 billion over five years. Shipments of MI450 and Helios systems are expected to begin later this year, supporting training and inference at scale. This provides AMD multi-year demand visibility if milestones are met.

How could the 10% warrant affect AMD shareholders?

If fully exercised, the warrant would add roughly 10% to AMD’s share count, which is dilutive. The offset is potential revenue growth from large, recurring orders and better factory utilization. The net effect depends on strike price, vesting triggers, and margin profile on MI450 and Helios shipments over time.

Is AMD stock expensive after the Meta news?

AMD trades around 81.9 times earnings and about 10 times sales, which is rich versus many chip peers. Premium multiples can persist if growth, margins, and market share improve. If execution or margins slip, the multiple could compress. Investors can scale entries and reassess after the next earnings update.

What should Singapore investors watch in the near term?

Key items are Nvidia’s results, any updates on Meta’s deployment pace, AMD’s shipment timing for MI450 and Helios, and SEC filings with full warrant terms. On the chart, monitor the 50-day average near US$219.82 and volatility. Consider position sizing and staggered buys to manage risk around news swings.

Global Market Insights

AMD Stock Today: Meta $60B AI Deal, 10% Warrant Lifts Outlook — February 26

ByDanny Kontos February 26, 2026February 26, 2026

AMD stock is in focus after Meta agreed to buy up to US$60 billion of AI chips over five years and secured a performance-based warrant for about 10% of the company. The AMD stock rose 7.56% to US$211.47, signaling confidence in AMD’s MI450 and Helios systems that are due to ship later this year. For Singapore investors, this adds multi-year demand visibility but also raises questions on warrant dilution, execution, and competition with Nvidia. We break down the deal, the warrant math, valuation, and key watchpoints this week.