SANTA CLARA, Calif. And MENLO PARK, Calif. — Meta and AMD today announced a multi-year agreement valued at up to $6 billion to deploy AMD Instinct GPUs, significantly scaling Meta’s AI infrastructure. The partnership, announced February 24, 2026, will witness Meta leverage AMD’s AI capabilities to support the development and deployment of advanced AI models.
Under the agreement, Meta will deploy up to 6 gigawatts of AMD Instinct GPUs across multiple generations. Initial shipments supporting the first gigawatt of deployment are scheduled to begin in the second half of 2026, utilizing a custom AMD Instinct GPU based on the MI450 architecture and 6th Gen AMD EPYC “Venice” CPUs. The infrastructure will run on ROCm software and be built on the AMD Helios rack-scale architecture, jointly developed by AMD and Meta through the Open Compute Project (OCP).
“We are proud to expand our strategic partnership with Meta as they push the boundaries of AI at unprecedented scale,” said Dr. Lisa Su, chair and CEO of AMD. “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.”
Mark Zuckerberg, founder and CEO of Meta, stated, “We’re excited to form a long-term partnership with AMD to deploy efficient inference compute and deliver personal superintelligence. This is an important step for Meta as we diversify our compute. I expect AMD to be an important partner for many years to come.”
The collaboration extends beyond GPUs to include AMD EPYC processors. Meta has already deployed millions of AMD EPYC CPUs and significant quantities of AMD Instinct MI300 and MI350 series GPUs within its global infrastructure. AMD and Meta are aligning roadmaps for both GPU and CPU silicon, systems and software, with Meta designated as a lead customer for AMD’s 6th Gen EPYC CPUs, codenamed “Venice,” and “Verano,” a next-generation EPYC processor designed for workload-specific optimizations.
As part of the agreement, AMD has issued Meta a performance-based warrant for up to 160 million shares of AMD common stock. The warrants will vest as specific milestones related to Instinct GPU shipments are achieved, with vesting also tied to AMD achieving certain stock price thresholds and Meta meeting key technical and commercial milestones.
“We expect this partnership to drive substantial multi-year revenue growth and be accretive to our non-GAAP earnings per share, marking another significant step forward in delivering on our ambitious long-term financial model,” said Jean Hu, EVP, CFO and treasurer, AMD. “The performance-based structure also tightly aligns AMD and Meta around execution and long-term value creation.”
The AMD Helios rack-scale platform, built on Meta’s Open Rack Wide (ORW) standard, was initially unveiled at the 2025 Open Compute Project Global Summit. The ORW design is intended to address the increasing power, cooling, and serviceability demands of next-generation AI systems, representing a shift towards standardized and scalable data center designs. Meta refers to these larger racks as “Big Freaking Racks” (BFRs), acknowledging the challenges they present in data center design and manufacturing.
AMD will hold a conference call at 7:30 a.m. CT (8:30 a.m. ET) today to discuss the announcement, with a real-time audio broadcast available on the AMD Investor Relations website.
