AMD’s strategic battle to carve out a rising piece of the GPU pie from market dominator NVIDIA took a optimistic flip for the challenger right this moment with the announcement that AMD and Meta have agreed to a 6-gigawatt deal for AMD Intuition GPUs.
The businesses mentioned the settlement expands on their present partnership and aligns roadmaps throughout silicon, methods and software program to ship AI platforms designed for Meta’s workloads. The primary deployment will use a customized AMD Intuition GPU primarily based on the MI450 structure.
Shipments are scheduled to start within the second half of 2026 powered by the customized MI450 and 6th Gen AMD EPYC CPUs, codenamed “Venice,” operating ROCm software program and constructed on the AMD Helios rack-scale structure. AMD Helios was developed collectively by AMD and Meta via the Open Compute Challenge to allow scalable, rack-level AI infrastructure.
As a part of the settlement, to additional align strategic pursuits, AMD has issued Meta a performance-based warrant for as much as 160 million shares of AMD frequent inventory, structured to vest as particular milestones related to Intuition GPU shipments are achieved. The primary tranche vests with the preliminary 1-gigawatt of shipments, with extra tranches vesting as Meta’s purchases scale to six gigawatts. Vesting is additional tied to AMD reaching sure inventory value thresholds and train is tied to Meta reaching key technical and industrial milestones.
AMD’s inventory value jumped 7 % as of this writing on the information.
“We’re proud to develop our strategic partnership with Meta as they push the boundaries of AI at unprecedented scale,” mentioned Dr. Lisa Su, chair and CEO, AMD. “This multi-year, multi-generation collaboration throughout Intuition GPUs, EPYC CPUs and rack-scale AI methods aligns our roadmaps to ship high-performance, energy-efficient infrastructure optimized for Meta’s workloads, accelerating one of many business’s largest AI deployments and inserting AMD on the middle of the worldwide AI buildout.”
“We’re excited to kind a long-term partnership with AMD to deploy environment friendly inference compute and ship private superintelligence,” mentioned Mark Zuckerberg, founder and CEO of Meta. “This is a crucial step for Meta as we diversify our compute. I anticipate AMD to be an necessary associate for a few years to come back.”
AMD and Meta are additionally increasing their AMD EPYC processor partnership. Meta mentioned it has deployed tens of millions of AMD EPYC CPUs together with deployments of AMD Intuition MI300 and MI350 sequence GPUs throughout their international infrastructure. As AI infrastructure grows in scale and complexity, CPUs are a strategic pillar of the AI compute stack, enabling effectivity, scalability and orchestration alongside GPUs. Constructing on deep roadmap alignment, Meta will likely be a lead buyer for sixth Gen AMD EPYC CPUs, codenamed “Venice,” and “Verano,” a next-generation EPYC processor designed with workload-specific optimizations to ship management performance-per-dollar-per-watt.
“We anticipate this partnership to drive substantial multi-year income development and be accretive to our non-GAAP earnings per share, marking one other important step ahead in delivering on our bold long-term monetary mannequin,” mentioned Jean Hu, EVP, CFO and treasurer, AMD. “The performance-based construction additionally tightly aligns AMD and Meta round execution and long-term worth creation.”
