US chipmaker AMD and social media giant Meta have announced a significant partnership to construct advanced artificial intelligence (AI) infrastructure. AMD will supply up to 6 gigawatts of its AMD Instinct GPUs to support Meta’s expanding AI operations. This collaboration enhances their strategic partnership, aligning their plans for silicon, systems, and software development.
The goal of this partnership is to create AI platforms tailored for Meta’s extensive workloads. The initial phase will involve deploying a customized AMD Instinct GPU based on the MI450 architecture, with shipments expected to commence in the latter half of 2026. These systems will also integrate 6th Generation AMD EPYC CPUs, codenamed “Venice,” and will operate on AMD’s ROCm software platform.
The infrastructure will be constructed using the AMD Helios rack-scale architecture, a joint effort by AMD and Meta through the Open Compute Project to support scalable AI infrastructure. Dr. Lisa Su, Chair and CEO of AMD, expressed that this collaboration will provide high-performance and energy-efficient infrastructure to meet Meta’s requirements. Meta’s founder and CEO, Mark Zuckerberg, highlighted that this long-term partnership with AMD will enable the deployment of more efficient AI compute systems and diversify their computing infrastructure.
In addition to GPUs, the partnership will expand to include AMD EPYC processors. Meta has already deployed millions of EPYC CPUs and substantial quantities of AMD Instinct MI300 and MI350 series GPUs across its global data centers. As AI systems become more complex, CPUs play a vital role in workload management alongside GPUs. Meta is set to be a primary customer for AMD’s upcoming 6th Gen EPYC processors, such as “Venice” and “Verano,” designed to offer robust performance enhancements while improving cost and energy efficiency.
As part of the agreement, AMD has granted Meta a performance-based warrant for up to 160 million shares of AMD common stock. These shares will vest gradually as shipment milestones are achieved, starting with the first one-gigawatt deployment and increasing with the scale-up to six gigawatts. The vesting process is tied to stock price targets and specific technical and commercial milestones. Jean Hu, AMD’s Executive Vice President and Chief Financial Officer, anticipates that this partnership will drive substantial multi-year revenue growth and fortify the company’s long-term financial performance.
