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AMD Climbs on Meta's $100B AI Compute Deal, Analysts See Big Upside
business1 hour ago

AMD Climbs on Meta's $100B AI Compute Deal, Analysts See Big Upside

Advanced Micro Devices surged about 8.8% after Meta Platforms unveiled a multiyear, roughly $100 billion deal to secure 6 gigawatts of computing power from AMD, with first MI450 GPUs and Venice CPUs shipping in H2 2026; Meta also receives warrants for up to 160 million AMD shares, tying their success together and strengthening AMD’s AI ambitions against Nvidia as analysts raised targets and kept a Moderate Buy consensus with upside near 33%.

via TipRanks|
#ai-computing#amd#business
AMD bets on Meta’s clout to power its data-center ambitions
technology11 hours ago

AMD bets on Meta’s clout to power its data-center ambitions

AMD inks a strategic, warrant‑heavy deal with Meta to supply Instinct AI chips for Meta’s data centers and signal a broader push to win over other hyperscalers; the arrangement could help AMD hit a tenfold data‑center revenue target by 2030, but the upside relies on Meta’s adoption and on rival AI‑chip demand amid competition and the cost of warrants.

via Financial Times|
#ai-chips#amd#meta-platforms
AMD and Meta Expand AI Compute Pact to 6 GW of Instinct GPUs
technology1 day ago

AMD and Meta Expand AI Compute Pact to 6 GW of Instinct GPUs

AMD and Meta have broadened their multi-year partnership to deploy up to 6 gigawatts of AMD Instinct GPUs across multiple generations, beginning with a MI450-based GPU on the Helios rack-scale architecture for Meta’s AI workloads, with shipments for the first gigawatt due in the second half of 2026; the deal also deepens collaboration on 6th‑Gen EPYC CPUs codenamed Venice (and Verano) and expands a performance-based stock warrant of up to 160 million shares tied to milestones, aligning silicon, systems and software roadmaps to accelerate global AI infrastructure deployment.

via AMD|
#amd#epyc-venice#instinct
Meta and AMD Forge Long-Term AI Compute Partnership
technology1 day ago

Meta and AMD Forge Long-Term AI Compute Partnership

Meta and AMD announced a multi-year agreement to power Meta's AI infrastructure with up to 6GW of AMD Instinct GPUs, aligning roadmaps across silicon, systems and software as part of Meta Compute; shipments for the first deployments begin in H2 2026 on the Helios rack-scale architecture, marking a diversification of Meta's AI compute stack and accelerating its personal AI ambitions.

via meta.com|
#ai#ai-infrastructure#amd
AMD and Meta Ink Pact to Scale AI Compute to 6 Gigawatts of GPUs
technology1 day ago

AMD and Meta Ink Pact to Scale AI Compute to 6 Gigawatts of GPUs

AMD and Meta expand their multi-year collaboration to deploy up to 6 gigawatts of AMD Instinct GPUs for Meta’s AI infrastructure, with the first gigawatt deployment beginning in the second half of 2026 using a MI450-based GPU built on the Helios rack-scale architecture; the agreement aligns silicon, systems and software roadmaps across Instinct GPUs, EPYC CPUs (Venice and Verano) and ROCm, and includes a performance-based warrant for up to 160 million AMD shares tied to milestones.

via AMD|
#ai-infrastructure#amd#instinct-gpus
AMD Ends Driver Updates for Ryzen Z1 Extreme Handhelds
technology3 days ago

AMD Ends Driver Updates for Ryzen Z1 Extreme Handhelds

AMD reportedly halted driver updates for the Ryzen Z1 Extreme APU used in handhelds like Lenovo Legion Go and ROG Ally, leaving devices on older drivers after about two and a half years. OEMs must test drivers per configurable TDP, and Z1 Extreme drivers may be stuck on mid-2025 builds; Ryzen Z2 devices reportedly still receive updates. No official AMD statement yet while users await guidance.

via TechPowerUp|
#amd#driver-updates#handheld-gaming
AMD's Zen 6 Ryzen 10000: 6–24 Core CPUs on 2nm AM5 Platform
technology5 days ago

AMD's Zen 6 Ryzen 10000: 6–24 Core CPUs on 2nm AM5 Platform

TechPowerUp reports AMD's Ryzen 10000 ‘Olympic Ridge’ will launch with Zen 6 cores in single-CCD SKUs (6/8/10/12 cores) and two-CCD SKUs (12/16/20/24 cores) on the AM5 socket, built on TSMC's 2nm N2 process. Each CCD can hold up to 48 MB of L3 cache (96 MB total for all cores), with potential 3D V-Cache enhancements, and AVX-512 support to match advanced x86 extensions.

via TechPowerUp|
#am5#amd#avx-512
AMD’s AI-Fueled Data Center Boom Stokes Bull Case Amid Selloff
markets7 days ago

AMD’s AI-Fueled Data Center Boom Stokes Bull Case Amid Selloff

AMD delivered a record 2025 data-center quarter driven by EPYC and Instinct GPUs, with broad strength across gaming and client segments; while Q1 guidance was seen as a temporary ceiling, management signaled a strong second half as new MI350 and Venice CPUs ship, supporting a bullish view as 2026–27 earnings rise and the stock remains attractively valued for an AI compute leader.

via TipRanks|
#ai#amd#data-center
GPU Price Surge Continues into 2026: Nvidia Leads the Wave
technology9 days ago

GPU Price Surge Continues into 2026: Nvidia Leads the Wave

TechSpot finds that from November 2025 to February 2026, GPU prices rose about 15% on average across 14 current-generation cards in 10 regions, with Nvidia models bearing the biggest increases (e.g., 5060 Ti 16GB ~21%, 5070 Ti ~25%, 5090 ~32%), while AMD’s RX 9060 XT and RX 9070-series rose more modestly (roughly 10–14%). Intel’s Arc B570/B580 were the least affected. Higher VRAM costs and tighter supply contribute to above-MSRP pricing in many regions, though GPUs still rose less than memory and SSD prices. With stock aging out and newer inventory priced higher, the market isn’t expected to improve soon, so waiting for a better deal may not pay off.

via TechSpot|
#amd#gpu-pricing#market-analysis