Meta strikes deal to deploy 6GW of AMD GPUs

Meta is partnering with AMD to rapidly scale AI infrastructure and accelerate the development and deployment of cutting-edge AI models, committing to deploy up to 6 GW worth of AMD Instinct GPUs. Shipments to support the first gigawatt deployment are expected to begin in 2H 2026.

The first deployment will use a custom AMD Instinct GPU based on the MI450 architecture to deliver AI platforms that are optimized for Meta’s workloads at gigawatt-scale. 

In addition to the collaboration on GPUs, Meta will also be a lead customer for 6th Gen AMD EPYC CPUs, codenamed “Venice,” and “Verano,” a next-generation EPYC processor designed with workload-specific optimizations to deliver leadership performance-per-dollar-per-watt.

This agreement expands on the companies’ existing strategic partnership and aligns roadmaps across silicon, systems and software to deliver AI platforms purpose-built for Meta’s workloads.

“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 AMD CFO Jean Hu.

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