Meta strikes deal to deploy 6GW of AMD GPUs

GenAI costs
(Art by Midjourney for Fierce Network)

Meta is partnering with AMD to rapidly scale AI infrastructure and accelerate the development and deployment of cutting-edge AI models, committing to deploy up to 6 GW worth of AMD Instinct GPUs. Shipments to support the first gigawatt deployment are expected to begin in 2H 2026.

The first deployment will use a custom AMD Instinct GPU based on the MI450 architecture to deliver AI platforms that are optimized for Meta’s workloads at gigawatt-scale. 

In addition to the collaboration on GPUs, Meta will also be a lead customer for 6th Gen AMD EPYC CPUs, codenamed “Venice,” and “Verano,” a next-generation EPYC processor designed with workload-specific optimizations to deliver leadership performance-per-dollar-per-watt.

This agreement expands on the companies’ existing strategic partnership and aligns roadmaps across silicon, systems and software to deliver AI platforms purpose-built for Meta’s workloads.

“We expect this partnership to drive substantial multi-year revenue growth and be accretive to our non-GAAP earnings per share, marking another significant step forward in delivering on our ambitious long-term financial model,” said AMD CFO Jean Hu.

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