AMD +9% today — I read the actual filing behind the Meta deal 🚀

Meta just committed to buying AMD MI450x GPUs for 6 gigawatts of agreements. That pushed AMD’s stock up 9%. Here's what the filings say vs. what the hype suggests. What the disclosure shows: This confirms that Meta will get 1GW of custom MI450x GPUs starting to ship in H2 2026 and generate more meaningful revenue from them. This comes from the 8-K filed by Meta. The most recent 10-K from AMD says that they have seen increasing customer demand for AI training and inference workloads. This is for a multi-year commitment rather than a one-time purchase. The bull case from the filings: ✅ Moving revenue away from its dependency on NVIDIA; Meta is a NVDA customer ✅ Higher margins from custom silicon ✅ 10-K from AMD shows that gross margins are already factoring in AI revenue The bear case from the filings: ⚠️ Since the start of H2 2026 will mean revenue recognition delayed until then. Revenue is only recognized upon delivery. ⚠️ NVIDIA is AMD’s primary competitor in AI accelerators, and they are ahead in their software (CUDA moat) ⚠️ This is not a 6GW purchase order, as the footnotes say. This is real. Not a pump. The filings back it up. However, the stock moved 9% today, and the easy money is already in play. I used MoneySense AI to read these filings. This tool allows me to parse the filings faster. It shows exactly what is disclosed in the document. Disclaimer: This is not financial advice. I’m just a person on Reddit who read this document. submitted by /u/arrremayu [link] [comments]