News Highlights
- Meta is teaming up with AMD to quickly expand AI infrastructure and accelerate the development and deployment of advanced AI models.
- AMD and Meta have signed a long-term partnership to deploy up to 6 GW of AMD Instinct GPUs over several product generations.
- The first Gigawatt deployment will use the AMD Helios rack-scale architecture, announced at the 2025 Open Compute Project Global Summit. Shipments are expected to start in the second half of 2026, using a custom AMD Instinct GPU based on the AMD 450 architecture and designed for Metal’s needs.
- The AMD Meta is strengthening their partnership by aligning their plans for GPUs/CPUs/systems and software.
And Meta today announced a 6 GW agreement to power its next-generation AI infrastructure across multiple generations of AMD Instinct GPUs.
This agreement builds on the companies’ current partnership and aligns their hardware and software plans to create AI platforms tailored to Meta’s needs. The first rollout will use a custom AMD Instinct GPU based on the MI450. Its architecture is optimized for Meta’s large-scale workloads. Shipments for the first Gigawatt deployment are set to begin in the second half of 2026 using the custom-built MI450-based GPU and sixth-generation AMD EPYC CPUs called Venice running ROCM software and built on the AMD Helios rack-scale architecture. AMD and Meta develop Helios together through the Open Compute project to support scalable rack-level AI infrastructure.
We are proud to grow our partnership with Meta as they advance AI on a massive scale, said Dr. Lisa Su, AMD’s chair and CEO. This long-term collaboration across Instinct GPUs, EPYC CPUs, and Rackscale AI systems brings our plans together to deliver high-performance, energy-efficient infrastructure for Meta’s needs. It will help speed up one of the largest AI deployments in the industry and put AMD at the heart of the global AI expansion.
Excited to start a long-term partnership with AMD to deploy efficient computing for AI and deliver personal super intelligence, said Mark Zuckerberg, founder and CEO of Meta. This is a key step for Meta. While we expand our computing options, AMD will be a valuable partner for many years.
Along with their work on GPUs, AMD and Meta are also expanding their partnership around AMD EPYC processors. Meta has worked closely with AMD for several generations, using millions of AMD EPYC CPUs and large numbers of AMD Instinct MI300 and MI350 GPUs in their global systems. AI infrastructure becomes larger and more complex. CPUs play a key role in making the system efficient, scalable, and well-coordinated alongside GPUs. With their plans closely aligned, Meta will be a major customer for the sixth-generation AMD E-PYC CPU, such as the Codenine and Verano. A new E-PYC processor designed for specific workloads to deliver top performance at lower cost and energy use. The agreement to further align strategic interests. AMD has issued Meta a performance-based warrant for up to 160 million shares of AMD common stock structured to vest as particular milestones associated with instant GPU shipments are achieved. The first tranche vests with the initial 1 GW of shipments, with additional tranches vesting as Meta’s purchases scale up to 6 GW. Vesting is further tied to AMD achieving certain stock price thresholds, and exercise is tied to Meta achieving key technical and commercial milestones.
We expect this partnership to bring strong revenue growth over several years and add to our non-GAAP earnings per share. This is another big step toward our long-term financial goals,” said Jean Hu, EVP, CFO, and treasurer of AMD. “The performance-based structure also closely aligns AMD and Meta on execution and creating long-term value.”
AMD and Meta are working together on hardware, systems, and software to build global AI infrastructure. The partnership will speed up AI innovation and bring AI-powered services and experiences to billions of people.
Source: AMD and Meta Announce Expanded Strategic Partnership to Deploy 6 Gigawatts of AMD GPUs
