Overview
- Meta and AMD signed a multi‑year agreement to deploy up to 6 gigawatts of Instinct GPUs based on the MI450 architecture along with multiple generations of EPYC CPUs, including custom variants optimized for Meta’s inference workloads.
- Shipments supporting the first 1‑gigawatt deployment are scheduled to begin in the second half of 2026.
- AMD granted Meta a performance‑based warrant for up to 160 million shares at $0.01, vesting by shipment milestones, technical and commercial criteria, and stock‑price targets that rise to $600.
- AMD said the arrangement represents up to about $60 billion of chip sales over five years, while some reports and analysts estimate the full program could exceed $100 billion.
- The deal follows Meta’s recent Nvidia agreement and reinforces a multi‑vendor strategy alongside ongoing in‑house processor development.