META Taps AMD GPUs to Build AI Infra: What's Ahead for the Stock?

Key Takeaways META struck a 6-GW AMD Instinct GPU deal to power AI training, inference and data center expansion. META plans $115B-$135B in 2026 capex and nuclear pacts to secure 6.6 GWs of power by 2035. Meta Platforms faces rising ad competition from Alphabet and Amazon despite AI-driven gains. Meta Platforms (META) is spending heavily on building its AI infrastructure, and the latest deal with AMD for 6-Gigawatts (GWs) of Instinct GPUs is a step towards that direction. The first deployment will see Meta ...