AMD and Meta Ink Pact to Scale AI Compute to 6 Gigawatts of GPUs

TL;DR Summary
AMD and Meta expand their multi-year collaboration to deploy up to 6 gigawatts of AMD Instinct GPUs for Meta’s AI infrastructure, with the first gigawatt deployment beginning in the second half of 2026 using a MI450-based GPU built on the Helios rack-scale architecture; the agreement aligns silicon, systems and software roadmaps across Instinct GPUs, EPYC CPUs (Venice and Verano) and ROCm, and includes a performance-based warrant for up to 160 million AMD shares tied to milestones.
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