*Walter Bloomberg|Feb 25, 2026 13:47
AMD - AMD MEGA DEAL WITH META BOOSTS GROWTH OUTLOOK
Advanced Micro Devices secured a major multi-year AI deal with Meta, supplying custom chips starting in 2026.
Piper Sandler says the agreement—structured with stock warrants—could generate around $100B in revenue over five years, driving higher earnings expectations.
Bottom line: the Meta deal strengthens AMD’s position in AI and significantly lifts its long-term growth outlook.(*Walter Bloomberg)
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