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Publication Date: 2026-02-28 15:10:00
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Advanced Micro Devices (NasdaqGS:AMD) has agreed to supply Meta Platforms with up to 6 gigawatts of custom AI chips under a multi-year, multi-billion-dollar deal.
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The agreement includes performance based equity warrants that could give Meta a meaningful ownership stake in AMD if certain targets are met.
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AMD also announced a new partnership with Nutanix to build open, enterprise focused AI infrastructure platforms.
NasdaqGS:AMD is drawing fresh attention as it links its future more tightly to large scale AI infrastructure at a time when the stock trades around $200.19. The company has seen a 100.5% return over the past year and a 145.6% return over three years, while the five year return stands at 155.0%. This frames how much investor expectations have shifted around its data center and AI potential.
Over shorter periods, the picture has been mixed, with a 20.8% decline over the past month and a 10.4% decline year to date, even as the three year and five year records remain strong. For investors, the Meta and Nutanix agreements may serve as key reference points when assessing how much of AMD’s AI opportunity is already reflected in the current share price and how its role in large scale and enterprise AI builds could affect future sentiment.
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