AMD said it will invest $1 billion in Meta Platforms' equity offering, and its Helios systems have been installed and are being tested by Meta ahead of broader deployment. EPYC processors power Meta's Muse AI agent, and AMD's technology also supports the Muse Spark Open and Muse Glimmer models. The developments build on a February agreement under which Meta plans to deploy up to 6 gigawatts of AMD GPUs across multiple generations. Meta raised its Class A common-stock offering to $25 billion from $22.5 billion, priced at $625 per share; together with a 250 million mandatory convertible preferred offering at $50 each, the two offerings total about $37.5 billion, and Nvidia earlier announced a $3 billion investment in the offering. Meta also plans a further share-sale program of up to $60 billion, expected to begin in the first quarter of 2027, which has not yet launched.
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Related tickers and likely impact
META
• NeutralMeta Platforms
Relevance: low
| Market | US stocks |
|---|---|
| Sector | Communication Services |
| Industry | Interactive Media & Services |
| Market cap | $1.7T |
| Close on 10/26/2026 | 630.47 |
| Change that session | -1.89% |
NVDA
• NeutralNvidia
Relevance: low
| Market | US stocks |
|---|---|
| Sector | Information Technology |
| Industry | Semiconductors |
| Market cap | $5.1T |
| Close on 10/26/2026 | 215.98 |
| Change that session | +2.38% |
Impact is scored by AI from the headline and may be wrong. It is not investment advice.
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