AMD and Meta have signed a long-term agreement for up to 6 gigawatts of AI infrastructure powered by AMD chips, the companies said.
The deal will support Meta’s next generation of AI systems using multiple generations of AMD Instinct GPUs. The first phase will use a custom GPU based on AMD’s MI450 design, along with 6th Gen AMD EPYC processors, known as “Venice.” Shipments for the first 1-gigawatt deployment are expected to begin in 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,” AMD CEO Lisa Su said in a statement.
Meta CEO Mark Zuckerberg said the partnership will help the company “deploy efficient inference compute” and further diversify its computing suppliers.
As part of the agreement, AMD issued Meta a performance-based warrant for up to 160 million shares. The shares will vest in stages as shipment and stock price milestones are met.
AMD said the partnership is expected to drive multi-year revenue growth and be accretive to earnings.