{"id":"f-e550251d2f-74c68469-95c0-5030-acea-17c4a850b7e5","title":"AMD and Meta expand strategic partnership to deploy 6 gigawatts of AMD GPUs for AI infrastructure","description":"AMD and Meta announced a 6-gigawatt deal for Meta’s AI, using AMD Instinct MI450 GPUs and EPYC CPUs, with shipments starting in 2026.","timestamp":1771942449,"category":"technology","headline":"AMD and Meta expand strategic partnership to deploy 6 gigawatts of AMD GPUs for AI infrastructure","modifiedHeadline":"AMD, Meta Announce 6GW AI Partnership","subCategories":["scid_bfd77859"],"subcategoriesName":["Big Tech"],"region":"IN","bundleMetaData":{"bundleId":"c35cfc57-1bba-4539-a24c-695ea99ac023","bundleTitle":"Mastering AI","cardData":null},"iabCategoryId":"597","fcSummary":"amd and meta have announced a 6-gigawatt agreement to power meta’s ai infrastructure using custom amd instinct gpus and 6th gen epyc “venice” processors. this multi-year collaboration, built on their existing partnership, aims for high-performance, energy-efficient ai platforms. amd has also issued meta a warrant for up to 160 million shares tied to performance milestones.","summary":"AMD & Meta partner for $6B AI infrastructure deal, deploying AMD GPUs & CPUs starting 2026. Boosts AI capabilities for Meta.","ctaUrl":"https://trends.glance.com/newz/Economy/IN/en/cnbc-tv18/f-e550251d2f-74c68469-95c0-5030-acea-17c4a850b7e5","sourceUrl":"https://www.cnbctv18.com/market/amd-and-meta-expand-strategic-partnership-to-deploy-6-gigawatts-of-amd-gpus-for-ai-infrastructure-ws-l-19856973.htm","bannerImage":"https://g-mob.glance-cdn.com/public/fc/image/gWB4RkXHuQY0.webp","content":"US chipmaker AMD and Meta Platforms on Tuesday (February 24) announced a 6-gigawatt agreement to power Meta’s next generation of AI infrastructure across multiple generations of AMD Instinct GPUs.\n\n
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\n The agreement builds 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 optimised for Meta’s workloads at gigawatt-scale.\n
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\n Shipments for the first gigawatt deployment are scheduled to begin in the second half of 2026. The deployment will feature the custom AMD Instinct MI450-based GPU and 6th Gen AMD EPYC CPUs, codenamed “Venice,” running ROCm software.\n\n
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\n The AI infrastructure will be built on the AMD Helios rack-scale architecture, developed jointly by AMD and Meta through the Open Compute Project to enable scalable, rack-level AI infrastructure.\n
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\n Dr Lisa Su, chair and CEO, AMD, said, \"We are proud to expand our strategic partnership with Meta as they push the boundaries of AI at unprecedented scale.\n
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\n 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 optimised for Meta’s workloads, accelerating one of the industry’s largest AI deployments and placing AMD at the center of the global AI buildout.\"\n\n
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\n 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.\n
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\n 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 optimisations to deliver leadership performance-per-dollar-per-watt.\n\n
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\n Mark Zuckerberg, founder and CEO of Meta, said, \"We are 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.\"\n
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\n 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.\n\n
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\n 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.\n
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\n Jean Hu, EVP, CFO and treasurer, AMD, said, \"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. The performance-based structure also tightly aligns AMD and Meta around execution and long-term value creation.\"\n","readDurationInMinutes":"6","author":{"name":"CNBC TV18","logo":"https://glance-mob.glance-cdn.com/public/bubble/jpeg/ecc3d19b-fc52-4a39-881c-5b0936ae723b.jpeg"},"ism":false,"analyticsResponses":[{"measurementId":"383191425","type":"COMSCORE"}],"pointerSummary":["AMD & Meta partner for 6GW AI infrastructure, starting 2H 2026.","The deal includes custom AMD Instinct MI450 GPUs & 6th Gen EPYC CPUs.","AMD expects significant revenue growth & earnings boost from the agreement."],"tags":["AMD","Meta","AIInfrastructure","GPUs","EPYCCPU","InstinctMI450","InstinctMI300","InstinctMI350","GigawattDeal","StrategicPartnership","AIPlatforms","ROCmSoftware","HeliosArchitecture","OpenComputeProject","DrLisaSu","MarkZuckerberg","JeanHu","Semiconductors","Chipmakers","TechnologyPartnership","AIComputing","DataCenters","StockWarrants","FinancialGrowth"],"redirectionEnabled":false,"consent":true}

AMD and Meta expand strategic partnership to deploy 6 gigawatts of AMD GPUs for AI infrastructure

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