AMD Signs Major Chip Deal with Meta Platforms

Meta Platforms signed a business partnership with AMD to deploy 6 gigawatts’ worth of GPUs over the next five years. The arrangement could give the Facebook parent a 10% stake in the chipmaker.

The companies stated that the deal expands on their existing strategic partnership across silicon, systems, and software, aligning both companies’ GPU and CPU roadmaps for long‑term AI growth. The first phase of the deployment will use custom AMD Instinct GPUs based on the vendor’s latest MI450 architecture, optimised for Meta’s workloads and designed specifically for large-scale AI training and inference.

Shipments for an initial 1-gigawatt deployment begin in the second half of 2026 and will be powered by MI450‑based GPUs alongside sixth‑generation EPYC Venice CPUs. AMD issued Meta a performance‑based warrant for up to 160 million of its shares, vesting as GPU shipment milestones from 1-gigawatt up to 6-gigawatts are reached, along with AMD achieving stock‑price thresholds and Meta attaining key technical and commercial milestones. The warrant expires in February 2031.

Meta CEO Mark Zuckerberg stated the partnership is an important step for the tech giant as it seeks to diversify its inference computing and push towards superintelligence. During a January Q4 earnings report, Meta said it expects full-year capital expenditures to be $115 billion to $135 billion, with year-over-year growth driven by increased investments to support its Meta Superintelligence Labs efforts.  Earlier in February, Meta reached a multiyear deal to deploy millions of processors from Nvidia to power its next wave of AI infrastructure.