$AMD - AMD MEGA DEAL WITH META BOOSTS GROWTH OUTLOOK Advanced Micro Devices secured a major multi-year AI deal with Meta, supplying custom chips starting in 2026. Piper Sandler says the agreement—structured with stock warrants—could generate around $100B in revenue over five years, driving higher earnings expectations. Bottom line: the Meta deal strengthens AMD’s position in AI and significantly lifts its long-term growth outlook.