AMD and Meta Ink 6-Gigawatt Deal to Power Next-Gen AI Infrastructure
As part of the agreement, AMD has issued Meta a performance-based warrant for up to 160 million shares of AMD common stock, structured to vest as specific milestones associated with Instinct GPU shipments are achieved.
AMD and Meta have announced a landmark 6-gigawatt agreement to power Meta’s next-generation AI infrastructure using multiple generations of AMD Instinct GPUs. The deal builds on the companies’ existing strategic partnership, aligning roadmaps across silicon, systems, and software to deliver AI platforms purpose-built for Meta’s workloads. The first deployment will use a custom AMD Instinct GPU based on the MI450 architecture, optimized for gigawatt-scale AI operations. Shipments supporting the first gigawatt deployment are scheduled to begin in the second half of 2026, powered by the custom AMD Instinct MI450-based GPU and 6th Gen AMD EPYC™ CPUs, codenamed “Venice,” running ROCm™ software and built on the AMD Helios rack-scale architecture. AMD Helios was developed jointly by AMD and Meta through the Open Compute Project to enable scalable, rack-level AI infrastructure.
“We are proud to expand our strategic partnership with Meta as they push the boundaries of AI at unprecedented scale. 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.”
– Dr. Lisa Su, chair and CEO, AMD
“We’re excited to form a long-term partnership with AMD to deploy efficient inference compute and deliver personal superintelligence. This is an important step for Meta as we diversify our compute. I expect AMD to be an important partner for many years to come.”
– Mark Zuckerberg, founder and CEO, Meta
Beyond GPUs, AMD and Meta are also expanding their AMD EPYC processor partnership. Meta has deployed millions of AMD EPYC CPUs and significant quantities of AMD Instinct MI300 and MI350 series GPUs across its global infrastructure over multiple generations. CPUs remain a strategic pillar of AI infrastructure, providing efficiency, scalability, and orchestration alongside GPUs. Meta will be a lead customer for 6th Gen AMD EPYC CPUs, codenamed “Venice,” and “Verano,” a next-generation EPYC processor designed with workload-specific optimizations to deliver leadership performance-per-dollar-per-watt.
As part of the agreement, AMD has issued Meta a performance-based warrant for up to 160 million shares of AMD common stock, structured to vest as specific milestones associated with Instinct GPU shipments are achieved. The first tranche vests with the initial 1-gigawatt of shipments, with additional tranches vesting as Meta’s purchases scale to 6 gigawatts. 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 drive substantial multi-year revenue growth and be accretive to our non-GAAP earnings per share, marking another significant step forward in delivering on our ambitious long-term financial model. The performance-based structure also tightly aligns AMD and Meta around execution and long-term value creation.”
– Jean Hu, EVP, CFO and treasurer, AMD
Together, AMD and Meta are collaborating across silicon, systems, and software to enable AI infrastructure at a global scale, accelerating AI innovation and delivering AI-powered services and experiences to billions of users.
