Meta signs multi-year deal with AMD for up to 6GW of AI inference chips, buys 10% equity stake

Meta and AMD announced a multi-year deal covering up to six gigawatts of Instinct GPUs focused on inference workloads. The first 1GW rollout of custom MI450 chips, which Meta helped design, begins in H2 2026. AMD also offered performance-based warrants for up to 160 million shares tied to delivery milestones. The deal mirrors AMD's earlier pact with OpenAI and signals Meta's push toward what Zuckerberg calls "personal superintelligence." With billions of users requiring massive inference capacity, the partnership diversifies Meta's chip supply beyond Nvidia, which announced its own multi-million GPU deal with Meta last month.

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