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AMD CEO Lisa Su Believes Its Deal With Meta Platforms Will Be a Triple-Digit Billion Dollar Deal

newsfeedback@fool.com (Jose Najarro)
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⚡ Quantum Brief
AMD CEO Lisa Su announced a landmark AI infrastructure deal with Meta Platforms, projecting it will generate over $100 billion in revenue, signaling a major shift in the semiconductor market. The partnership focuses on AMD’s next-gen GPUs and accelerators, positioning the company as a critical supplier for Meta’s expanding AI data centers and metaverse infrastructure. Su’s comments highlight AMD’s strategic pivot from traditional CPUs to high-margin AI hardware, directly competing with Nvidia in the lucrative AI chip sector. The deal follows AMD’s recent stock volatility, with shares dropping 15.4% last month, though analysts suggest this collaboration could stabilize long-term growth. Industry experts note the agreement underscores Meta’s aggressive AI investment, with AMD’s custom silicon likely powering future generative AI and quantum-classical hybrid systems.
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By Jose Najarro – Mar 10, 2026 at 5:01PM ESTIn today's video, I discuss recent updates affecting Advanced Micro Devices (AMD +0.19%) and other AI stocks. To learn more, check out the short video, consider subscribing, and click the special offer link below. *Stock prices used were the after-market prices of March 5, 2026. The video was published on March 5, 2026. Read NextMar 10, 2026 •By Motley Fool YouTubeAMD's Multi-Billion-Dollar AI Deal: Why GPU Revenue Could Drive Steady GainsMar 10, 2026 •By Keith Speights3 Artificial Intelligence Stocks You Can Buy and Hold for the Next DecadeMar 7, 2026 •By Will HealyIs AMD Stock Going to $300?Mar 6, 2026 •By Keith NoonanWhy Advanced Micro Devices Stock Plummeted 15.4% Last Month and Has Inched Lower in MarchMar 5, 2026 •By Geoffrey SeilerThe Best Stocks to Invest $1,000 in Right NowMar 5, 2026 •By Rick OrfordAMD Investors Need to Know This After the Recent PullbackAbout the AuthorJose Najarro enjoys investing in the tech market, more importantly, the semiconductor sector. Before partnering with the Fool, Jose worked as a Senior Electrical Engineer for General Dynamics, where he had first-hand experience seeing how emerging technology can change the world. Jose Najarro went to NJIT, receiving his Bachelor's and Master's degree in Electrical Engineering.TMFJoseNajarroX@_JoseNajarroStocks MentionedAdvanced Micro DevicesNASDAQ: AMD$203.07(+0.19%)+$0.39Meta PlatformsNASDAQ: META$653.71(+0.98%)+$6.32*Average returns of all recommendations since inception. Cost basis and return based on previous market day close.

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Source: The Motley Fool

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