AMD and Meta align roadmaps in 6GW AI infrastructure deal
AMD has announced a multi-year partnership with Meta to deploy Meta’s AI infrastructure in 6 gigawatts of AMD Instinct GPUs.
Meta will receive custom AMD Instinct high-performance GPUs based on the MI450 architecture and optimized for its workloads, with shipments commencing during the second half of 2026.
“We are proud to expand our strategic partnership with Meta as they push the boundaries of AI at unprecedented scale,” says Dr. Lisa Su, 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 Meta’s workloads, accelerating one of the industry’s largest AI deployments and placing AMD at the center of the global AI buildout.”
The partnership brings AMD and Meta’s roadmaps together for GPUs, CPUs, and software to deliver scalable, energy-efficient AI platforms.
Meta will also integrate AMD’s 6th Gen EPYC CPUs, codenamed “Venice,” across its AI infrastructure for workload density and efficient performance.
AMD granted Meta a performance warrant for up to 160 million shares, linked to GPU shipment targets and stock price benchmarks.
The partnership is also anticipated to deliver a multi-year increase in revenue for AMD, and help Meta achieve its next step of global innovation with AI.
AMD and Meta are working together on the AMD Helios rack-scale architecture, which was defined through the Open Compute Project to help enable large-scale AI infrastructure.
This deal further establishes AMD’s foothold in the AI space and aligns with Meta’s objective to enhance AI-dominated solutions and experiences.
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