By Bruce Gil
Publication Date: 2026-02-24 15:47:00
AMD just landed a huge win in its ongoing battle to catch up with AI giant Nvidia.
On Tuesday, AMD and Meta, the parent company of Facebook, announced a multi-year, multi-generation partnership to scale Meta’s AI infrastructure and speed up the development of its advanced AI models.
Under the deal, Meta plans to deploy up to 6 gigawatts worth of AMD GPUs. For context, that’s enough to power nearly 4.5 million homes.
The first shipments supporting an initial one-gigawatt deployment are scheduled to begin in the second half of 2026 and will include custom chips optimized specifically for Meta’s workloads. The announcement also says that Meta will be a top customer of AMD’s 6th Gen AMD EPYC CPUs.
The agreement includes performance-based terms that could allow Meta to acquire up to 160 million AMD shares, about 10% of the company, if certain milestones are met. The first tranche vests once the initial gigawatt of chips ships, with additional vesting tied to additional chip shipments and AMD stock price thresholds.
AMD shares jumped about 10% Tuesday morning following the announcement.
AMD is quickly emerging as a viable alternative to Nvidia’s hardware. The company signed another major AI infrastructure partnership with OpenAI in October to deploy another 6 gigawatts of AI chips.
“We are proud to expand our strategic partnership with Meta as they push the boundaries of AI at unprecedented scale,” said AMD CEO Lisa Su in a press release…
