AMD has deepened its partnership with Meta, covering EPYC CPUs, Instinct GPUs, networking and rack-scale systems to support Meta's superintelligence infrastructure, and plans to invest $1 billion in Meta's equity offering. Data Center revenue rose 107% year over year to $6.7 billion in Q2 2026, and AMD expects the segment to more than double in 2027. For Q3 2026, AMD guides to about $13 billion in revenue, plus or minus $300 million. The article says this positions AMD to compete with NVIDIA and Broadcom, noting NVIDIA's Data Center revenue rose 117% to $89 billion in fiscal Q2 2027 and Broadcom expects fiscal 2026 AI semiconductor revenue of $58 billion, up 186%.
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AMDMETANVDAartificial intelligencedata centers
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▼ Likely negativeNvidia
Relevance: low
| Market | US stocks |
|---|---|
| Sector | Information Technology |
| Industry | Semiconductors |
| Market cap | $5.1T |
| Close on 10/29/2026 | 213.66 |
| Change that session | -0.80% |
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