Possible AMD stake in Meta share sale under discussion

AMD is reported to be among three chipmakers, alongside Nvidia and Broadcom, that have voiced interest in acquiring a combined amount of up to $5 billion in Meta's Class A stock as part of a fundraising effort of roughly $95 billion tied to Meta's artificial intelligence build-out. These expressions of interest carry no obligation, so no transaction is locked in. AMD already has a supply arrangement with Meta that spans as much as six gigawatts of graphics processors. Separately, AMD issued Meta warrants earlier in 2026 that give Meta the right to acquire AMD shares for a nominal price, with vesting linked to chip orders and performance targets. Meta has also guided to 2026 capital outlays in the range of $135 billion to $145 billion.

1. Meta is working to raise roughly $95 billion to expand its AI operations; Nvidia, AMD and Broadcom have together signaled interest in acquiring as much as $5 billion of Meta's Class A stock.
2. These investment indications are not binding on any party.
3. AMD has an agreement with Meta covering GPU supply of up to six gigawatts.
4. In February 2026, AMD issued Meta warrants exercisable into as many as 160 million AMD shares at a price of $0.01 per share, conditional on chip purchases and performance milestones.
5. Meta expects capital expenditure of $135 billion to $145 billion in 2026.