News Highlights
- Meta and AMD have announced a multi-year partnership to expand Meta’s AI infrastructure using advanced, next-generation AMD Instinct GPUs for training and deploying high-performance AI models.
- The partnership involves deploying up to 6 GW of AMD Instinct GPUs over several years.
- The first phase will use AMD Helios rack-scale architecture, showcased at the 2025 Open Compute Project Global Summit. Shipments of these custom AMD Instinct MI450 GPUs, specifically designed for Meta’s AI workloads, will begin in the second half of 2026.
- AMD and Meta are strengthening their partnership through aligning their plans for GPUs, CPUs, systems, and software.
The 6 GW agreement will power Meta’s next-generation AI infrastructure using AMD Instinct GPUs.
The initial Gigawatt-scale deployment features custom AMD Instinct MI450 GPUs and 6th Gen AMD EPYC Venice CPUs. These are integrated with ROCm software and AMD Helios rack-scale architecture, developed through collaboration in the Open Compute Project. Shipments start in the second half of 2026. etc.
We are proud to expand our partnership with Meta as they advance AI at scale, said Dr. Lisa Xu, Chair and CEO of AMD. This collaboration aligns our roadmaps, delivering high-performance, energy-efficient infrastructure optimized for Meta’s workloads and accelerating a major AI deployment.
We are excited to partner with AMD to deploy efficient compute and deliver personal super intelligence, said Mark Zuckerberg, founder and CEO of Meta. This partnership helps diversify our compute, and I expect AMD to be an important, long-term partner.
Beyond GPUs, AMD and Meta are expanding their collaboration on EPYC processors. Meta has used millions of AMD EPYC CPUs and various MI300/MI350 GPUs. CPUs remain crucial for scaling complex AI systems. Meta will be among the first to use 6th Gen EPYC CPUs from AMD, optimized for performance and efficiency.
As part of the agreement to further align strategic interests, AMD has issued Meta a performance-based warrant of up to 160 million shares of AMD common stock. The warrant will vest as certain shipment milestones for Instinct GPUs are met, with the first tranche vesting upon the initial 1 GW of shipments, expected to occur after shipments begin in the second half of 2026.
- Additional tranches vest as Meta’s purchases scale to 6 GW.
- Vesting is further tied to AMD achieving certain stock price thresholds.
- Exercise is tied to Meta achieving key technical and commercial milestones.
We expect this partnership to drive substantial multi-year revenue growth and be accretive to our non-GAAP earnings per share, representing another major step forward in delivering on our ambitious long-term financial model, said Jean Hu, EVP, CFO, and Treasurer, AMD. The performance-based structure also tightly aligns AMD and Meta around execution and long-term value creation.
AMD and Meta are working together on hardware systems and software to build a global AI infrastructure. The goal is to speed up AI innovation and deliver AI-powered services to billions of people.
