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Publication Date: 2026-02-27 02:09:00
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AMD (NasdaqGS:AMD) has expanded its multi year partnership with Meta Platforms, agreeing to supply up to 6 gigawatts of customized AI GPUs and CPUs for next generation AI infrastructure.
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The Meta agreement includes a potential 10% equity stake in Advanced Micro Devices for Meta, tying the companies together over the long term.
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AMD also announced a multi year partnership with Nutanix to co develop an open, enterprise grade AI infrastructure platform.
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As part of the Nutanix collaboration, AMD plans to invest $150 million in Nutanix and commit up to $100 million in joint engineering.
Advanced Micro Devices, trading at $203.68 per share, has seen very strong longer term share price moves, with the stock up 104.7% over the past year and 153.2% over three years. Shorter term, the shares show a 19.2% decline over the past 30 days and an 8.9% decline year to date, while still sitting on a 162.0% gain over five years. These new AI partnerships arrive against that backdrop, with investors already focused closely on AMD’s position in high performance computing and AI hardware.
For you as an investor, the Meta and Nutanix deals highlight how AMD is leaning into large scale AI infrastructure and enterprise use cases, in part through equity linked collaborations. The size of the Meta supply agreement, the potential 10% equity stake, and AMD’s…
