AMD, Meta Strike 6GW GPU Supply and Equity Deal
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.
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The history behind this eventAMD, Meta Strike AI Deal Worth Up to $100 Billion for 6 GW Deployment
Meta is expanding its data-center computing capacity to train and deploy generative AI while reducing its reliance on NVIDIA GPUs. The order, which outside estimates say could be worth as much as $100 billion, gives AMD’s Instinct GPUs and ROCm platform the backing of a major customer and bolsters its prospects of challenging NVIDIA’s market dominance.
AMD and Meta announced a five-year partnership on February 24, 2026, under which Meta will deploy up to 6 GW of Instinct GPUs. The first 1 GW is expected to ship in the second half of 2026, using customized MI450 chips, EPYC “Venice” processors and the Helios architecture. AMD also granted Meta warrants for up to 160 million shares, which could give it a stake approaching 10% if specified milestones are met.
Meta Signs Long-Term NVIDIA Deal for Millions of AI Chips
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.
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