Group 1 - Advanced Micro Devices (AMD) shares increased nearly 9% following a partnership announcement with Meta Platforms [1] - Meta is aggressively building its artificial intelligence (AI) infrastructure and has been securing deals with leading AI chip designers, including AMD and Nvidia [2] - The partnership with Meta is a multi-year, multi-generation deal to deploy up to 6 gigawatts of AMD's Instinct data center GPUs, starting in the second half of 2026 [6] Group 2 - The contract with Meta is expected to last five years, with AMD potentially selling an average of 1.2 gigawatts of AI GPUs annually, leading to an estimated $60 billion in revenue over the term [7] - The construction cost for a 1 gigawatt AI data center is approximately $35 billion, with 60% of that allocated for chips, suggesting AMD's revenue could exceed initial estimates [8] - Analysts predict a 59% increase in AMD's earnings this year to $6.62 per share, with potential for even stronger growth due to the Meta contract [10]