Advanced Micro Devices Inc

AMD: XNAS (USA)

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AMD: Raising Fair Value to $300 From $270 as Meta Agrees to Be AMD’s Second Large AI Customer

Brian Colello

Feb 24, 2026

Advanced Micro Devices and Meta Platforms announced an expanded strategic partnership in which Meta may deploy up to 6 gigawatts of AMD customized GPU solutions, with the first gigawatt expected to begin in the second half of 2026. Meta has the option to acquire 160 million AMD shares via warrants.

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Advanced Micro Devices Inc

AMD: Raising Fair Value to $300 From $270 as Meta Agrees to Be AMD’s Second Large AI Customer

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