AMD and Meta have entered into a 6-gigawatt (GW)agreement to power Meta’s next generation of AI infrastructure across multiple generations of AMD Instinct GPUs.
This agreement expands on the companies’ existing strategic partnership and aligns roadmaps across silicon, systems and software to deliver AI platforms purpose-built for Meta’s workloads.
The first deployment will use a custom AMD Instinct GPU based on the MI450 architecture to deliver AI platforms that are 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.
AMD Helios was developed jointly by AMD and Meta through the Open Compute Project to enable scalable, rack-level AI infrastructure.
“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,” said Lisa Su, chair and CEO of AMD.
Mark Zuckerberg, founder and CEO of Meta said this is an important step for Meta as the company diversifies their compute.
“I expect AMD to be an important partner for many years to come,” he said.
In addition to the collaboration on GPUs, AMD and Meta are expanding their AMD EPYC processor partnership. Meta has been a close partner over multiple generations, deploying millions of AMD EPYC CPUs and significant deployments of AMD Instinct MI300 and MI350 series GPUs across their global infrastructure.
As AI infrastructure grows in scale and complexity, CPUs are a strategic pillar of the AI compute stack, enabling efficiency, scalability and orchestration alongside GPUs.
Building on deep roadmap alignment, Meta will 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.
As part of the agreement, to further align strategic interests, AMD has issued Meta a performance-based warrant for up to 160 million shares of AMD common stock, structured to vest as specific milestones associated with Instinct GPU shipments are achieved.
The first tranche vests with the initial 1-GW of shipments, with additional tranches vesting as Meta’s purchases scale to 6 GW. Vesting is further tied to AMD achieving certain stock price thresholds and exercise is tied to Meta achieving key technical and commercial milestones.
“We expect this partnership to drive substantial multi-year revenue growth and be accretive to our non-GAAP earnings per share, marking another significant step forward in delivering on our ambitious long-term financial model,” said Jean Hu, EVP, CFO and treasurer at AMD.
“The performance-based structure also tightly aligns AMD and Meta around execution and long-term value creation,” said Hu.
Together, AMD and Meta are collaborating across silicon, systems, and software to enable AI infrastructure at a global scale that accelerates AI innovation and brings AI-powered services and experiences to billions of users.
