Meta Signs $60B+ Deal with AMD for 6 Gigawatts of AI GPUs

Meta and AMD announced a landmark multi-year partnership on February 24, 2026 to deploy up to 6 gigawatts of AMD Instinct GPUs across Meta's AI infrastructure — a deal valued at upward of $60 billion.

The first shipments, powered by a custom AMD Instinct MI450-based GPU and 6th-gen AMD EPYC "Venice" CPUs, are scheduled to begin in the second half of 2026. The deployment will use AMD's Helios rack-scale architecture running ROCm software, purpose-built for Meta's AI workloads.

"This is an important step for Meta as we diversify our compute," said CEO Mark Zuckerberg. AMD CEO Dr. Lisa Su added that the partnership "aligns our roadmaps to deliver high-performance, energy-efficient infrastructure optimized for Meta's workloads."

As part of the deal, AMD issued Meta a performance-based warrant for up to 160 million AMD shares — with the first tranche vesting upon completion of the initial 1GW GPU shipment milestone.

The announcement came just days after Meta also expanded its Nvidia agreement, underscoring the company's portfolio-based approach to AI compute. Zuckerberg confirmed that AMD hardware will primarily serve inference and "personal superintelligence" workloads as Meta builds toward human-level AI.

For AMD, the deal is a landmark win in its battle for AI datacenter market share dominated by Nvidia. With up to 6GW of committed capacity across multiple GPU generations, AMD gains both a major revenue stream and a marquee enterprise customer to validate its Instinct product line.

Sources: Meta Newsroom, AMD Newsroom