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Meta and AMD Agree to AI Chips Deal Worth More Than $100 Billion
Meta will deploy up to 6 gigawatts of AMD GPUs for AI data centers and may acquire 10% of AMD shares if performance milestones are met, marking a $100 billion deal.
- Meta signed a multiyear deal on Tuesday to deploy up to 6 gigawatts of Advanced Micro Devices GPUs and AI-optimized CPUs in its AI data centers.
- Amid a costly AI expansion, Meta committed to up to $135 billion in capex last month, following a deal to diversify suppliers with AMD amid a global AI race.
- Early shipments of MI450 GPUs in AMD's Helios rack-scale servers will begin later this year, and analysts said the first deployment uses customized GPUs, a key distinction from Meta's Nvidia pact.
- Nvidia, with a $4.66 trillion valuation and roughly 90% market share, shapes the stakes, while Bajarin said `We don't have any indication Nvidia is doing that`.
- Meta plans 30 data centers including 26 in the U.S. and pursues in-house processors while discussing Google tensor processing units for 2027, with Nvidia quarterly earnings on Wednesday in focus.
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Meta Expands AI Push With Major AMD Chip Deal
Meta Platforms has signed a multiyear agreement with Advanced Micro Devices to deploy up to 6 gigawatts of AMD chips across its artificial intelligence data centers, days after committing to use millions of Nvidia processors. The deal includes AMD’s MI450 GPUs and AI-optimized CPUs, with initial shipments expected later this year. Meta will also receive performance-based warrants to acquire up to 160 million AMD shares, or roughly 10% of the com…
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Total News Sources121
Leaning Left19Leaning Right9Center35Last UpdatedBias Distribution56% Center
Bias Distribution
- 56% of the sources are Center
56% Center
L 30%
C 56%
14%
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