AMD Stock Hits $281.05 Record High; MI450 Chip Secures 6 GW Meta Deal
AMD hit a record $281.05 high, adding $101 billion in market cap while trading at about 40x fiscal 2026 earnings after a $440 million export‐restriction charge. Data Center revenue surged 32% to $16.6 billion in 2025 and its MI450 chip secured a 6 GW Meta deal with 160 million warrants.
1. Record High and Valuation
AMD shares reached an all-time high of $281.05, adding over $101 billion in market capitalization. The stock now trades at approximately 40 times fiscal 2026 earnings, factoring in a $440 million charge related to MI308 export restrictions in 2025.
2. Data Center Segment Surge
The Data Center division posted $16.6 billion in revenue for 2025, marking a 32% year-over-year increase. Combined with Client and Gaming segments, AMD generated $31.2 billion, underscoring its shift from PC components to enterprise infrastructure.
3. MI450 AI Inference Architecture
The upcoming MI450 GPU leverages 432 GB of HBM4 memory and 20 TB/s bandwidth, enabling models 50% larger than previous generations to run entirely in-memory. This architecture is the centerpiece of the Helios rack-scale platform designed for agentic AI workloads.
4. Strategic Meta Partnership
AMD secured a 6 GW, multi-year agreement with Meta, which includes performance-based warrants for up to 160 million AMD shares. This pact aligns AMD’s incentives with the world’s largest AI infrastructure buyer and validates its Helios supercluster strategy.