AMD and Meta have announced a 6 gigawatts to promote with the ‘Instinct’ accelerators the next generation of artificial intelligence infrastructure of Zuckerberg’s firm and also a stock agreement.
These agreements expand the existing strategic alliance between the two companies and aligns roadmaps across silicon, systems and software to deliver AI platforms designed specifically for Meta workloads. The first implementation will use a custom AMD Instinct GPU based on the MI450 architecture to deliver optimized AI platforms at gigawatt scale.
Shipments supporting the first gigawatt deployment are scheduled to begin in the second half of 2026powered by the custom MI450-based AMD Instinct GPU and 6th Gen AMD EPYC CPUs codenamed “Venice,” running ROCm software and built on the AMD Helios rack-scale architecture. This architecture was jointly developed by AMD and Meta through the Open Compute Project to enable scalable AI infrastructure at the rack level.
“We are proud to expand our strategic alliance with Meta as they are expanding the boundaries of AI at an unprecedented scale.”said Dr. Lisa Su, president and CEO of AMD, in the announcement. “This multi-year, multi-generational collaboration“Spanning Instinct GPUs, EPYC CPUs, and rack-scale AI systems, aligns our roadmaps to deliver a high-performance, energy-efficient infrastructure optimized for Meta workloads, accelerating one of the industry’s largest AI deployments and placing AMD at the center of global AI development.”.
In addition to collaboration on GPU accelerators, AMD and Meta are expanding agreements for the use of EPYC processors. Meta has maintained a close collaboration for several generations, deploying millions of AMD EPYC CPUs and a significant number of AMD Instinct MI300 and MI350 series GPUs across its global infrastructure. As AI infrastructure grows in scale and complexity, CPUs become a strategic pillar of the AI computing stack, enabling efficiency, scalability, and orchestration alongside GPUs.
“We are excited to form a long-term alliance with AMD to implement efficient inference computing and deliver personal superintelligence”stated Mark Zuckerberg, founder and CEO of Meta. «This is an important step for Meta as we diversify our computing power. I hope AMD will be an important partner for many years to come.”.
AMD and Meta, beyond silicon
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 stockstructured to be awarded as specific milestones associated with Instinct GPU shipments are reached. The first tranche is awarded with initial shipments of 1 gigawatt, and additional tranches will be awarded as Meta purchases reach 6 gigawatts. The award is subject to AMD meeting certain stock Price thresholds as well as Meta reaching key technical and commercial milestones.
