As a result, the first deployment will use a custom AMD Instinct GPU based on the MI450 architecture, with shipments for the first 1 gigawatt expected to begin in the second half of 2026, using the custom MI450 GPU, 6th Gen AMD EPYC™ CPUs codenamed “Venice,” ROCm™ software and AMD’s Helios rack-scale architecture.

Helios was developed jointly by AMD and Meta through the Open Compute Project to support large-scale AI infrastructure.

Additionally, the two tech giants are also expanding their work on AMD EPYC processors.

As part of the deal, AMD has given Meta a performance-based warrant for up to 160 million shares of AMD stock. The shares will depend on  GPU shipment targets being met, starting with the first 1-gigawatt delivery and increasing as shipments reach 6 gigawatts.

AMD chair and CEO, Dr. Lisa Su, said: “We are proud to expand our strategic partnership with Meta as they push the boundaries of AI at unprecedented scale.

“This multi-year, multi-generation collaboration across Instinct GPUs, EPYC CPUs and rack-scale AI systems aligns our roadmaps to deliver high-performance, energy-efficient infrastructure optimised for Meta’s workloads, accelerating one of the industry’s largest AI deployments and placing AMD at the centre of the global AI buildout.”

“We’re excited to form a long-term partnership with AMD to deploy efficient inference compute and deliver personal superintelligence,” added Mark Zuckerberg, founder and CEO of Meta.

“This is an important step for Meta as we diversify our compute. I expect AMD to be an important partner for many years to come.”

Jean Hu, EVP, CFO and treasurer at AMD, concluded: “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.

“The performance-based structure also tightly aligns AMD and Meta around execution and long-term value creation.”