Meta and AMD Announce Multi-Gigawatt AI Chip Partnership with Equity-Based Deal Structure

Summary

Meta and AMD have announced a massive strategic partnership for AI chip deployment, with first shipments of custom AMD chips optimized for Meta's workloads scheduled for the second half of 2026. The initial deployment targets one gigawatt of capacity, with potential expansion up to six gigawatts of AMD chips across Meta's data centers. Meta will also become a top customer for AMD's 6th Gen EPYC CPUs. The deal includes a notable equity component: performance-based terms could allow Meta to acqui