Meta has locked in a high-stakes, multi-year agreement with chipmaker Advanced Micro Devices (AMD) to aggressively fortify its artificial intelligence (AI) infrastructure — a deal that includes a warrant to acquire roughly 10 percent of the chip giant.
“Today, we’re announcing a multi-year agreement with AMD to power our AI infrastructure with up to 6GW of AMD Instinct GPUs, the silicon computing technology used to support modern AI models,” according to a statement from Meta.
The company made clear that it is racing to build the next generation of AI and push toward making personal superintelligence universally accessible.
“To do this, we need massive, scalable compute power that can handle the growing demands of our AI workloads. Our partnership with AMD, which builds on our existing collaboration, will help us meet those needs,” it said.
Meta also underscored that the two companies will tightly align their chip, systems, and software roadmaps — signaling a deep, long-term strategic integration rather than a routine supply deal.
Shipments supporting the initial GPU deployments will begin in the second half of 2026, anchored on the Helios rack-scale architecture — “a rack system we developed and unveiled in collaboration with AMD at last year’s Open Compute Project Global Summit,” it said.
The statement stressed that the combined software and hardware firepower will unlock rapid, large-scale innovation, positioning Meta to accelerate its AI dominance.
It further emphasized that the AMD agreement forms a central pillar of Meta’s sweeping infrastructure expansion strategy.
As part of the deal, AMD granted Meta a performance-linked warrant to purchase 160 million shares, representing 10% of the company — a bold equity move that cements their strategic alignment.
“By diversifying our partnerships and technology stack, we’re building a more resilient and flexible infrastructure. We’re combining hardware sourced from a range of partners with our own rapidly advancing Meta Training and Inference Accelerator (MTIA) silicon program,” it said.
“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,” said AMD CEO Lisa Su.
Meta CEO Mark Zuckerberg framed the deal as a decisive strategic shift as the company broadens and hardens its computing backbone. “I expect AMD to be an important partner for many years to come,” he added.
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