AMD and Meta announce yet another circular megamoney GPU deal, this time for $60 billion of chips and potentially a 10% stake in AMD for Meta
PC Gamer
by Jeremy Laird February 24, 2026
AI-Generated Deep Dive Summary
AMD and Meta have struck a significant deal worth $60 billion, involving the purchase of AMD GPUs by Meta over five years. This alliance includes an option for Meta to acquire up to 10% of AMD's shares, valued at around $35 billion, contingent on meeting certain conditions such as GPU shipments and technical milestones. The arrangement allows Meta to secure a substantial number of GPUs while potentially gaining a significant stake in AMD.
The deal highlights the growing importance of AI processing in the tech industry, with AMD supplying 6 gigawatts of Instinct GPUs tailored for AI tasks. The agreement's financial terms are notable: if Meta exercises its option, it would acquire 160 million AMD shares at a minimal cost of $0.01 per share, far below AMD's current market price. This structure avoids immediate financial impact on AMD's profitability while ensuring Meta gains a strategic stake in the company.
For gaming enthusiasts, this deal underscores AMD's financial stability and its focus on AI-driven innovation. While the partnership strengthens AMD's position in the AI sector, gamers may hope that this financial windfall could eventually trickle down into advancements in high-performance gaming GPUs. However, the deal also raises questions about whether AMD's investments will prioritize gaming hardware or remain heavily skewed toward AI processing. Ultimately, while the alliance is a positive sign for AMD's growth, its impact on gaming remains uncertain.
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Originally published on PC Gamer on 2/24/2026