AMD and Meta have unveiled a landmark 6-gigawatt agreement to power Meta’s next-generation AI infrastructure using multiple generations of AMD Instinct™ GPUs.
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The multi-year collaboration strengthens the companies’ strategic partnership, aligning their silicon, systems, and software roadmaps to build AI platforms specifically optimized for Meta’s large-scale workloads.
Custom AI Platforms at Gigawatt Scale
The initial phase of deployment will feature a custom AMD Instinct GPU based on the MI450 architecture. This platform is designed to deliver gigawatt-scale AI performance tailored to Meta’s infrastructure needs.
Shipments for the first 1-gigawatt deployment are scheduled to begin in the second half of 2026. The deployment will include:
- Custom AMD Instinct MI450-based GPUs
- 6th Gen AMD EPYC™ CPUs, codenamed “Venice”
- ROCm™ software
- AMD Helios rack-scale architecture
AMD Helios, developed jointly by AMD and Meta through the Open Compute Project, enables scalable AI infrastructure at the rack level to support growing AI workloads.
Executive Perspectives
Dr. Lisa Su, Chair and CEO of AMD, emphasized the scale of the collaboration:
“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.”
Mark Zuckerberg, Founder and CEO of Meta, highlighted the importance of diversification:
“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.”
Jean Hu, AMD’s EVP, CFO, and Treasurer, noted:
“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.”
Expanded EPYC Processor Collaboration
Beyond GPUs, AMD and Meta are deepening their EPYC processor partnership. Meta has already deployed millions of AMD EPYC CPUs and significant volumes of AMD Instinct MI300 and MI350 GPUs across its global infrastructure.
As AI infrastructure grows more complex, CPUs remain essential for orchestration, efficiency, and scalability alongside GPUs. Under the expanded agreement:
- Meta will serve as a lead customer for 6th Gen AMD EPYC CPUs (“Venice”).
- Meta will also adopt “Verano,” a next-generation EPYC processor engineered with workload-specific optimizations to deliver industry-leading performance-per-dollar-per-watt.
Performance-Based Equity Structure
To further align strategic interests, AMD has issued Meta a performance-based warrant for up to 160 million shares of AMD common stock. Vesting is tied to shipment milestones:
- The first tranche vests after the initial 1-gigawatt of GPU shipments.
- Additional tranches vest as deployments scale toward 6 gigawatts.
- Vesting is also contingent on AMD reaching specific stock price thresholds.
- Exercise is tied to Meta meeting technical and commercial milestones.
Accelerating AI at Global Scale
Together, AMD and Meta are collaborating across silicon, systems, and software to build AI infrastructure at global scale. The partnership is designed to accelerate AI innovation and deliver AI-powered services and experiences to billions of users worldwide.