Advanced Micro Devices (AMD) and Meta Platforms have signed a 6-gigawatt agreement to support Meta’s next generation of artificial intelligence (AI) infrastructure using multiple generations of AMD Instinct graphics processing units (GPU).
The deal expands the companies’ existing partnership and aligns their product roadmaps across chips, systems, and software. The goal is to build AI platforms designed specifically for Meta’s workloads.
The first phase will use a custom AMD Instinct GPU based on the MI450 architecture. Shipments for the initial 1-gigawatt deployment are set to begin in the second half of 2026. The systems will combine the custom MI450-based GPU with 6th Gen AMD EPYC CPUs, codenamed “Venice,” running ROCm software. These will be built on the AMD Helios rack-scale architecture, which AMD and Meta developed through the Open Compute Project to support scalable AI infrastructure at the rack level.
“We are proud to expand our strategic partnership with Meta as they push the boundaries of AI at unprecedented scale,” said Dr. Lisa Su, chair and CEO of AMD. “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.”
“We’re excited to form a long-term partnership with AMD to deploy efficient inference compute and deliver personal superintelligence,” said Mark Zuckerberg, founder and CEO of Meta, in a media release. “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.”
Beyond GPUs, the companies are also expanding their EPYC processor partnership. Meta has deployed millions of EPYC CPUs and large volumes of Instinct MI300 and MI350 GPUs across its global data center infrastructure. As AI systems grow more complex, CPUs play a key role in managing workloads and supporting GPUs.
Meta will be a lead customer for the 6th Gen EPYC “Venice” processor and “Verano,” a next-generation EPYC chip designed for specific workloads.
AMD issued Meta a performance-based warrant for up to 160 million shares of AMD common stock. The shares will vest in tranches as shipment milestones, stock price targets, and technical goals are met.
“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, AMD. “The performance-based structure also tightly aligns AMD and Meta around execution and long-term value creation.”