News Highlights
- Meta is collaborating with AM to speed up AI infrastructure expansion and quickly develop and deploy advanced AI models.
- AMD and Meta have signed a long-term partnership to deploy up to 6 gigawatts of AMD Instinct GPUs across multiple product generations.
- The first gigawatt based on AMD’s Helios Rack-scale architecture will ship in 2026, featuring a custom AMD Instinct GPU designed by Meta.
- AMD and Meta are strengthening their partnership by coordinating their plans for GPUs, CPUs, systems, and software.
Santa Clara, California, and Menlo Park, California. AMD and Meta announced a 6-gigawatt agreement to power Meta’s next-generation AI infrastructure across multiple generations of AMD Instinct GPUs.
The agreement builds on past collaboration and aligns hardware and software plans to serve Meta. The initial rollout in 2026 will use custom AMD Instinct GPUs, 6th-gen EPYC CPUs, and Helios rack-scale architecture developed with Meta for scalable AI infrastructure.
“We are proud to expand our strategic partnership with Meta as they advance the boundaries of AI at unprecedented scale,” said Dr. Lisa Hu, Chair and CEO, AMD. “This multi-year, multi-generation collaboration across Instinct GPUs, EPYC CPUs, and rack-scale AI systems aligns our roadmaps to deliver high-performance, energy-efficient infrastructure optimized for NetA workloads, accelerating one of the industry’s largest AI deployments and placing AMD at the center of the global AI build-out.”
Mark Zuckerberg, founder and CEO of Meta, said, “We are pleased to establish a long-term partnership with AMD to deploy efficient inference to compute and advance personal super intelligence.” This agreement represents a significant step for Meta as we diversify our compute resources. We anticipate that AMD will remain a valuable partner for years to come.
AMD and Meta are expanding their partnership around EPYC processors. Meta has long used AMD CPUs and GPUs in its infrastructure. As AI systems grow, CPUs remain essential for efficiency and scale. Meta will use 6th-generation AMD EPYC CPUs and Verano, a new processor for specific workloads.
As part of the agreement, AMD has granted Meta a performance-based warrant for up to 160 million AMD shares. These shares will be earned as Meta reaches certain milestones in purchasing AMD Instinct GPUs: initial shares vest after the first gigawatt shipment, with additional shares vesting as purchases reach 6 gigawatts. AMD must also meet certain stock price targets, and Meta must achieve specific technical and business milestones outlined in the agreement.
This partnership supports strong revenue growth and advances our financial goals, said Jean Hu, AMD’s EVP, CFO, and Treasurer. Its performance-based structure aligns AMD and Meta on strategic execution and value creation.
AMD and Meta are working together on hardware systems and software to build a global AI infrastructure. Their goal is to speed up AI innovation and deliver AI-powered services and experiences to billions of people.
AMD Teleconference
AMD will hold a conference call at 7:30 a.m. CT, 8:30 a.m. ET today to discuss this announcement. The live audio broadcast will be on the Investor Relations page at www.amd.com.
About AMD
AMD creates high-performance and AI computing solutions to tackle major global challenges. Today, AMD technology powers billions of experiences across cloud and AI infrastructure, embedded systems, AI PCs, and gaming, with a wide range of AI-optimized CPUs, GPUs, networking, and software. AMD offers complete AI solutions that deliver the performance and expandability needed for contemporary computing.
About Meta
Meta is working to shape the future of interpersonal connections using artificial intelligence and immersive technology. Since its launch in 2004, Meta has changed how people connect. Apps like Messenger, Instagram, and WhatsApp have helped billions of people worldwide. Now, Meta is moving beyond 2D screens to create experiences that foster closer connections and open new opportunities.
Source: AMD and Meta Announce Expanded Strategic Partnership to Deploy 6 Gigawatts of AMD GPUs
