Meta continues to shore up assets for its expanded synthetic intelligence improvement push with the announcement of a new provide cope with AMD. The partnership will see Meta implement AMD GPUs to assist construct out back-end infrastructure for the following era of AI improvement.
As a part of the deal, Meta says it would implement 6GW of AMD Intuition GPUs inside its broader build-out of its AI back-end. The transfer will broaden its compute energy and maintain Meta’s workforce on the reducing fringe of AI improvement.
As per Meta: “We’re working to construct the following era of AI and allow private superintelligence for all. To do that, we want huge, scalable compute energy that may deal with the rising calls for of our AI workloads. Our partnership with AMD, which builds on our current collaboration, will assist us meet these wants.”
The deal follows Meta’s not too long ago introduced partnership with Nvidia, which can even see Meta taking over massive deliveries of Nvidia’s GPUs.
Meta says the cope with AMD is a part of its provider diversification program, which is able to assist to make sure Meta can proceed to entry related {hardware} within the occasion of points at anyone provider.
As shared by AMD, the deal can even see Meta tackle a “performance-based warrant” for as much as 160 million shares of AMD widespread inventory, which is structured to vest as particular milestones related to Intuition GPU shipments are achieved.
“The primary tranche vests with the preliminary 1-gigawatt of shipments, with further tranches vesting as Meta’s purchases scale to six gigawatts,” AMD mentioned. “Vesting is additional tied to AMD reaching sure inventory worth thresholds and train is tied to Meta reaching key technical and industrial milestones.”
That would ultimately see Meta acquire as much as 10% of AMD’s inventory, giving Meta vital sway in AMD’s future selections. Curiously, OpenAI introduced an identical cope with AMD in October 2025.
Both manner, Meta’s announcement is important, with broad-reaching implications for the broader tech sector, particularly given the depth of integration constructed into the plan, and the potential implications of that for AMDs future partnerships.
However primarily, it would solidify Meta’s provide chain to make sure it could maintain constructing out AI knowledge facilities and paved the way on large-scale AI improvement.
Meta says shipments to help the primary AMD GPU deployments will start within the second half of 2026
