Meta could end up owning 10% of AMD in new chip deal

February 25, 2026
Meta could end up owning 10% of AMD in new chip deal

Here’s something that caught my attention — Meta might soon own around 10% of AMD, thanks to a multi-billion dollar chip deal. And no, it’s not just about hardware; it’s a clear move by Meta to supercharge its AI ambitions. According to Michael Acton of the Financial Times, Meta plans to buy a massive 6 gigawatts of customized chips from AMD, aiming to build faster, more powerful AI models. Now, here’s where it gets interesting: Lisa Su, AMD’s CEO, points out that each gigawatt of compute is worth double-digit billions. That’s a huge deal — not just for AMD, but for Meta’s future in AI and data processing. As Michael Acton reports, this isn’t just a simple purchase — it’s a strategic partnership that could reshape the chip landscape. So what does this mean for you? It signals that AI infrastructure investments are accelerating, and big tech giants are betting big on hardware innovation. Keep an eye on AMD — this could be a game-changer.

Meta has struck a multi-billion dollar chip deal with AMD that could lead to the Facebook owner taking a 10 percent stake in the group, sending shares in the US chipmaker surging on Tuesday.

The social media giant said it would acquire customized chips with a total capacity of 6 gigawatts from AMD as it races to develop and deploy its AI models.

AMD’s chief executive Lisa Su said that “each gigawatt of compute is worth double-digit billions” under the deal.

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Audio Transcript

Meta has struck a multi-billion dollar chip deal with AMD that could lead to the Facebook owner taking a 10 percent stake in the group, sending shares in the US chipmaker surging on Tuesday.

The social media giant said it would acquire customized chips with a total capacity of 6 gigawatts from AMD as it races to develop and deploy its AI models.

AMD’s chief executive Lisa Su said that “each gigawatt of compute is worth double-digit billions” under the deal.

Read full article

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