AMD, Meta Strike AI Deal Worth Up to $100 Billion for 6 GW Deployment

Meta has long relied on its own data centers to support Facebook, Instagram and generative AI, but agentic AI requires large volumes of real-time, multistep processing, driving up demand for CPUs and inference infrastructure. Adopting Amazon Web Services’ internally developed Arm-based processors could improve cost efficiency and energy use while diversifying Meta’s computing resources and reducing its dependence on any single chip supplier.

Meta and AWS announced a multiyear agreement worth billions of dollars on April 24, 2026, without disclosing the exact amount. The initial deployment will comprise tens of millions of Graviton5 cores. Based on 192 cores per chip, that equates to more than 100,000 chips, with capacity to expand further, making Meta one of the world’s largest Graviton customers.

Meta continues to expand its data centers to support AI services including its Llama models and advertising recommendations. As generative AI shifts from training to inference at scale, access to GPUs and CPUs has become a key competitive factor. Meta expects capital expenditure of $115 billion to $135 billion in 2026, making secured chip capacity critical to the pace of its growth.

Meta announced a multiyear agreement with NVIDIA on February 17, 2026, without disclosing its value. The company plans to deploy millions of Blackwell and next-generation Rubin GPUs while expanding its use of Grace and Vera CPUs. The long-term deal shows that Meta is securing supplies of AI accelerators while also increasing its allocation of general-purpose processors as inference workloads grow.

As competition for generative AI computing capacity intensifies, Meta Platforms is expanding its data centers and reducing its reliance on NVIDIA as a single supplier. AMD is challenging the AI chip market with its Instinct accelerators and EPYC processors. The total value of the multiyear deal was not disclosed, but its 6GW scale is large enough to reshape the companies' supply and capital ties.

AMD and Meta announced on February 24, 2026, that Meta will deploy up to 6GW of AMD Instinct GPUs across multiple generations. The first 1GW will use customized products based on the MI450 architecture, with shipments scheduled to begin in the second half of 2026. AMD will also issue performance-based warrants covering up to 160 million shares at $0.01 per share. If the purchase and share-price thresholds are met and the warrants are exercised in full, Meta will own about 9% of AMD.