AMD will supply custom chips to Meta starting in 2026.

AMD has reached a significant long-term artificial intelligence cooperation agreement with Meta, which will supply custom chips to Meta starting in 2026. Piper Sandler said the agreement is expected to bring in approximately $100 billion in revenue over the next five years, thereby raising AMD's profit expectations. In summary, the cooperation with Meta solidifies AMD's position in the field of artificial intelligence and significantly improves its long-term growth prospects.