AMD and Meta have agreed to a new multi-year partnership to deploy up to six gigawatts of AMD Instinct GPUs to power Meta’s AI infrastructure, the companies announced on Tuesday.
According to an official announcement by chipmaker AMD, the deal expands on an existing strategic partnership and aligns roadmaps across silicon, systems, and software to deliver AI platforms purpose-built for Meta’s workloads. Shipments supporting the first gigawatt deployment are scheduled to begin in the second half of 2026, utilising a custom AMD Instinct GPU based on the MI450 architecture and 6th Gen AMD EPYC CPUs, which run ROCm software.
“Through this multi-year, multi-generation collaboration across Instinct GPUs, EPYC CPUs and rack-scale AI systems, we’re aligning our roadmaps to deliver high-performance, energy-efficient infrastructure optimised for Meta’s workloads,” said AMD CEO Lisa Su. Meta CEO Mark Zuckerberg said the partnership is “an important step for Meta as we diversify our compute.”
Meta will also be a lead customer for two upcoming EPYC processors. As part of the agreement, AMD has issued Meta a performance-based warrant for up to 160 million shares of AMD common stock, structured to vest as milestones associated with GPU shipments are achieved and tied to stock price thresholds.
The partnership follows similar industry moves, including Alphabet’s deal to supply Anthropic with custom chips and AMD’s pact with OpenAI last year. Meta has separately struck a deal with Nvidia to buy millions of AI chips.