Meta taps AMD for a colossal AI‑chip pact: 6GW, $100B+ value, with a path to a 10% stake

TL;DR Summary
Meta is pursuing a massive AI-chip supply deal with AMD that targets about 6 gigawatts of compute, potentially exceeding $100 billion in value, with a pathway for AMD to hold up to a 10% stake in the venture.
- Facebook owner Meta to buy AI chips from AMD in deal worth up to $100 billion AP News
- Meta and AMD announce 6-gigawatt GPU deal as part of AI buildout Yahoo Finance
- Meta Builds AI Infrastructure With NVIDIA NVIDIA Newsroom
- Racing to Catch Up With Nvidia, AMD Signs Chips-for-Stock Deal With Meta The New York Times
- AMD Says “Helios” Racks And MI400 Series GPUs On Track For 2H 2026 The Next Platform
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