Meta Partners with AMD To Deploy 6 Gigawatts of AMD GPUs
AMD and Meta strengthen their partnership to further align their GPU and CPU silicon, systems and software roadmaps
AMD, Meta
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Meta and AMD have entered into a fresh partnership to further scale AI infrastructure and accelerate the development and deployment of AI models.
Meta has received a performance-based warrant from AMD, granting them the potential to acquire up to 160 million shares of AMD common stock (reportedly a 10 per cent stake in the group). Though this vesting is tied to the achievement of specific milestones related to the shipment of these GPUs. Financial Times cites AMD’s chief executive Lisa Su as saying that “each gigawatt of compute is worth double-digit billions” under the deal.
As per the multi-year partnership, AMD and Meta will deploy up to 6 gigawatts of AMD Instinct GPUs. The first deployment will see a custom AMD Instinct GPU based on the MI450 architecture that will be optimized for Meta’s workloads at gigawatt-scale.
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, according to a joint press note.
The two companies also pointed out that AMD Helios was developed jointly by AMD and Meta through the Open Compute Project to enable scalable, rack-level AI infrastructure.
Apart from GPUs collaboration, AMD and Meta are also furthering their AMD EPYC processor partnership. Meta will now 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.
“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,” the press note added.
The partnership between Meta and AMD comes at a time when Nvidia commands dominance in the space with high-end AI chips like H100/B200. Getting AMD onboard allows Meta to diversify its supply for AI infrastructure. Moreover, being the lead customer means Meta gets first access to AMD’s next-generation and more efficient AI chips giving them an edge over other AI companies.
AMD recently entered into a similar partnership with OpenAI in October last year. AMD had then also offered 10% stake in the group.
AMD reported a record $10.3 billion revenue in its fourth quarter of 2025 with gross margin was 54%, operating income was $1.8 billion, net income was $1.5 billion and diluted earnings per share was $0.92.
For the full year 2025, AMD reported record revenue of $34.6 billion, gross margin of 50%, operating income of $3.7 billion, net income of $4.3 billion, and diluted earnings per share of $2.65.
Meta and AMD have entered into a fresh partnership to further scale AI infrastructure and accelerate the development and deployment of AI models.
Meta has received a performance-based warrant from AMD, granting them the potential to acquire up to 160 million shares of AMD common stock (reportedly a 10 per cent stake in the group). Though this vesting is tied to the achievement of specific milestones related to the shipment of these GPUs. Financial Times cites AMD’s chief executive Lisa Su as saying that “each gigawatt of compute is worth double-digit billions” under the deal.
As per the multi-year partnership, AMD and Meta will deploy up to 6 gigawatts of AMD Instinct GPUs. The first deployment will see a custom AMD Instinct GPU based on the MI450 architecture that will be optimized for Meta’s workloads at gigawatt-scale.
