Advanced Micro Devices Secures $100B Meta Deal, Posts 34% Growth
Advanced Micro Devices secured a $100 billion AI infrastructure deal with Meta and achieved 34% year-over-year revenue growth in 2025. Its data center GPU segment trails Nvidia’s 86% market share and carries a higher P/E ratio of 101 versus Nvidia’s 53.
1. Meta Partnership and 2025 Results
AMD signed a $100 billion infrastructure agreement with Meta to supply AI chips and related hardware, underpinning its expansion into large-scale cloud deployments. The deal contributed to AMD’s 34% year-over-year revenue growth in fiscal 2025, driven by strong demand from enterprise and hyperscaler customers.
2. AI GPU Market Position and Valuation
AMD holds a minority share of the AI GPU data center market compared with Nvidia’s dominant 86%, reflecting Nvidia’s entrenched software ecosystem and broad customer base. AMD’s current P/E ratio of 101 suggests high growth expectations but also marks a steeper valuation premium versus Nvidia’s 53 multiple.