AMD stock
On September 4, 2026, AMD and Meta announced a strategic agreement to integrate Instinct MI400--series accelerators into Meta's next--generation AI training infrastructure. The collaboration focuses on optimizing the ROCm 7.0 software stack for the development of the "Llama 4" large language model. This partnership validates AMD's competitive position against incumbent GPU providers in high--end AI training environments and is expected to influence capital expenditure allocations for the 2027 fiscal year.