AMD Secures Major Meta AI Infrastructure Deal with MI450 GPUs and Custom Deployment

Summary

AMD has secured a significant AI infrastructure deal with Meta, deploying custom Instinct GPUs based on the MI450 architecture optimized for Meta's large-scale AI training and inference workloads. Initial shipments for a 1-gigawatt deployment are scheduled to begin in the second half of 2026, pairing MI450-based GPUs with sixth-generation AMD EPYC Venice CPUs. As part of the agreement, AMD issued Meta a performance-based warrant for up to 160 million shares tied to shipment, stock-price, and tec