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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.
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.
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.
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.
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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.
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."
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 optimisations to deliver leadership performance-per-dollar-per-watt.
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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."
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-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.
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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."
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.
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.
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.
Also Read: Meta, WhatsApp tell Supreme Court they will comply with NCLAT privacy rules
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.
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."
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 optimisations to deliver leadership performance-per-dollar-per-watt.
Also Read: Nvidia to sell Meta millions of chips in multiyear deal
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."
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-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.
Also Read: Spain to probe X, Meta, TikTok over AI-generated child sexual abuse material
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."
