Today, AMD and Meta announced a 6-gigawatt agreement to support Meta’s upcoming AI infrastructure, utilizing various generations of AMD Instinct GPUs.
Under the agreement, AMD will issue Meta 160 million shares of common stock, which will vest in multiple tranches as AMD reaches specific milestones. The initial milestone will be achieved when AMD ships its first 1 gigawatt of chips.
Shipments supporting the first gigawatt deployment are scheduled to begin in the second half of 2026.
Dr. Lisa Su, chair and CEO, AMD, told investors, “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, commented: “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.”
AMD shares rose as much as 10% in premarket trading following the announcement.
By CEO NA Editorial Staff
