Global Finance News
24 Feb 2026, 20:40
AMD (NASDAQ: AMD) and Meta have announced a multi-year, multi-generation agreement to deploy up to 6 gigawatts of AMD Instinct GPUs to power Meta’s next-generation AI infrastructure.
The partnership expands the companies’ existing collaboration and aligns their silicon, systems and software roadmaps. The first deployment will use a custom AMD Instinct GPU based on the MI450 architecture, alongside 6th Gen AMD EPYC CPUs codenamed “Venice,” running ROCm software on AMD’s Helios rack-scale architecture. Shipments supporting the initial 1-gigawatt deployment are expected to begin in the second half of 2026.
Meta will also serve as a lead customer for upcoming EPYC processors, including “Venice” and “Verano,” as AI infrastructure scales in complexity. The agreement includes a performance-based warrant for up to 160 million AMD shares tied to shipment milestones and stock price targets.
AMD said the partnership is expected to drive substantial multi-year revenue growth and be accretive to non-GAAP earnings per share.
Source: GlobeNewswire, February 24, 2026.
The partnership expands the companies’ existing collaboration and aligns their silicon, systems and software roadmaps. The first deployment will use a custom AMD Instinct GPU based on the MI450 architecture, alongside 6th Gen AMD EPYC CPUs codenamed “Venice,” running ROCm software on AMD’s Helios rack-scale architecture. Shipments supporting the initial 1-gigawatt deployment are expected to begin in the second half of 2026.
Meta will also serve as a lead customer for upcoming EPYC processors, including “Venice” and “Verano,” as AI infrastructure scales in complexity. The agreement includes a performance-based warrant for up to 160 million AMD shares tied to shipment milestones and stock price targets.
AMD said the partnership is expected to drive substantial multi-year revenue growth and be accretive to non-GAAP earnings per share.
Source: GlobeNewswire, February 24, 2026.