AMD and Meta have expanded their strategic partnership under a definitive multi-year, multi-generation agreement to deploy up to 6 gigawatts of AMD Instinct GPUs for Meta’s next-generation AI infrastructure. The collaboration aligns the companies’ GPU and CPU silicon, systems, and software roadmaps, with initial shipments for the first 1-gigawatt deployment expected to begin in the second half of 2026 using a custom MI450-based Instinct GPU, 6th Gen EPYC “Venice” CPUs, ROCm software, and the jointly developed Helios rack-scale architecture. AMD also issued Meta a performance-based warrant for up to 160 million AMD shares tied to shipment and milestone targets.

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