Advanced Micro Devices, Inc. AMD

?????$TARA

$225 and $240 tomorrow

$TARA ?????

https://www.theglobeandmail.com/investing/markets/markets-news/GlobeNewswire/374149/tara-002-demonstrates-68-complete-response-rate-at-six-months-in-bcg-unresponsive-non-muscle-invasive-bladder-cancer/

$AMD..+9%...so AMD is better than NVDA or what?

Second the AMD MI450 are being sold as customized Inferencing processors that require more memory and 2Nm!

For meta to realize those warrants u see the deal, AMD would have to be at $600!! Or market cap of $1.2 T. Not going to happen for 5 years

Annual Breakdown of AMD Deals
AMD’s revenue from these deals is tied to the physical deployment of GPU compute capacity, measured in gigawatts (GW), rather than a flat annual fee.
2025 (Transition Year): AMD reported record Data Center revenue of $4.3 billion in Q3 2025, primarily from the MI300 and MI350 series. Revenue from the "mega-deals" remains minimal as infrastructure is built.
2026 (The Initial Ramp):
OpenAI: The first 1 GW deployment of AMD Instinct MI450 GPUs is scheduled to begin in H2 2026.
Meta: Similarly, Meta's initial 1 GW deployment begins in 2026 as part of its $115B–$135B total capital expenditure (CapEx) for the year.
2027–2028 (Scaling Phase): Analysts project AMD’s AI-specific revenue will reach "tens of billions" annually by 2027. The goal is to reach 6 GW of capacity for each partner (12 GW total) by 2028–2030.
2030 (Long-Term Target): AMD CEO Lisa Su has set a target for $100 billion in annual data center chip revenue by 2030, driven by the full realization of these partnerships.
Capital Commitments by Partner
Partner Total Deal Value 2026 CapEx Budget Primary Hardware Focus
Meta $100B+ $115B - $135B Custom MI450 GPUs, EPYC CPUs (Venice/Verano)
OpenAI $90B+ ~$50B+ (Annual Burn) Instinct MI450/MI500 series for next-gen models
AMD $190B+ (Total Pipeline) ~$38B - $40B (Revenue Est.) Accelerator & Server CPU shipments
Warrant Vesting Milestones
For both deals, Meta and OpenAI were issued 160 million share warrants each. These do not vest all at once but are unlocked annually/sequentially based on:
Deployment Milestones: Achieving the first 1 GW, then scaling to 6 GW.
Stock Price Hurdles: AMD's stock reaching specific targets (e.g., the $600 threshold).
Technical Milestones: Successful integration of software and custom silicon.
Meta Platforms Inc (META)
$632.36
-3.55% today
As of Feb 24, 7:45 AM EST • Disclaimer
Feb 23, 2026 - Feb 24, 2026
Open
652.54
Mkt cap
$1.61T USD
High
663.35
P/E ratio
22.02
Low
636.00
Div yield
0.33%
52-wk high
796.25
52-wk low
479.80

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While Nvidia (NVDA) remains the dominant leader in AI hardware, the massive AMD (AMD) deal signals that major customers like Meta (META) are actively diversifying their supply chains to break Nvidia's "stranglehold" on the market.
The Tech Buzz
The Tech Buzz
+1
Competitive Pressure & Market Share
Dual-Vendor Strategy: Meta is now balancing its infrastructure between the two giants. Just days before the AMD announcement, Meta committed to a separate multi-billion dollar deal with Nvidia for millions of Blackwell and Rubin GPUs.
Custom Silicon Threat: Unlike its standard Nvidia purchases, Meta's deal with AMD involves customized GPUs tailored specifically to Meta’s workloads. This vertical integration is a competitive edge for AMD that Nvidia has not yet publicly replicated for Meta.
Direct Architecture Rivalry: AMD’s Helios rack-scale systems are now positioned as the first large-scale direct competitor to Nvidia’s high-end Grace Blackwell systems.
WIRED
WIRED
+4
Financial Impact on Nvidia
Revenue Growth vs. Concentration: Despite AMD’s win, Nvidia’s growth remains explosive. Analysts expect Nvidia to report $66 billion in quarterly revenue on February 25, 2026—a 68% year-over-year increase.
CapEx Absorption: Meta’s 2026 capital expenditure (CapEx) budget is so large ($115B–$135B) that it can support "mega-deals" with both companies simultaneously. Analysts estimate Meta still accounts for roughly 9% of Nvidia's total revenue.
Margins: Nvidia maintains a significant advantage in profitability, with adjusted gross margins expected to hold at a industry-leading 75%.
EnkiAI
EnkiAI
+5
Stock Performance & Sentiment
Market Reaction: On the day of the AMD/Meta announcement (February 24, 2026), Nvidia’s stock remained "little changed" while AMD surged 14%.
Cooling Trajectory: After years of triple-digit gains, Nvidia's stock has risen only about 2% so far in 2026. The AMD deal reinforces investor concerns about long-term competition and whether Nvidia can maintain its nearly 90% market share.
Reuters
Reuters
+3
AI responses may include mistakes. For financial advice, consult a professional. Learn more

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Financial Impact on Nvidia
Revenue Growth vs. Concentration: Despite AMD’s win, Nvidia’s growth remains explosive. Analysts expect Nvidia to report $66 billion in quarterly revenue on February 25, 2026—a 68% year-over-year increase.
CapEx Absorption: Meta’s 2026 capital expenditure (CapEx) budget is so large ($115B–$135B) that it can support "mega-deals" with both companies simultaneously. Analysts estimate Meta still accounts for roughly 9% of Nvidia's total revenue.
Margins: Nvidia maintains a significant advantage in profitability, with adjusted gross margins expected to hold at a industry-leading 75%.

Competitive Pressure & Market Share
Dual-Vendor Strategy: Meta is now balancing its infrastructure between the two giants. Just days before the AMD announcement, Meta committed to a separate multi-billion dollar deal with Nvidia for millions of Blackwell and Rubin GPUs.
Custom Silicon Threat: Unlike its standard Nvidia purchases, Meta's deal with AMD involves customized GPUs tailored specifically to Meta’s workloads. This vertical integration is a competitive edge for AMD that Nvidia has not yet publicly replicated for Meta.
Direct Architecture Rivalry: AMD’s Helios rack-scale systems are now positioned as the first large-scale direct competitor to Nvidia’s high-end Grace Blackwell systems.
WIRED
WIRED
+4
Financial

$AMD?BOOM ??????