AMD and Meta Agree Multiyear AI Chip Supply Deal Exceeding $100 Billion
Meta will source large-scale AMD AI hardware, including up to 6 gigawatts of GPUs, under a multiyear agreement that includes performance-based equity warrants.
Meta Platforms and Advanced Micro Devices (AMD) signed a multiyear AI infrastructure supply agreement valued at over $100 billion, covering up to 6 gigawatts of AMD Instinct GPUs for data centers, according to reporting on the deal [1][2][3].
Under the pact, AMD will supply MI450 GPUs and custom CPUs tailored for Meta’s workloads; deployment is slated to begin with the first gigawatt in the second half of 2026, with the program expected to span roughly five years [3][2].
The arrangement includes performance-based warrants that could allow Meta to acquire up to 10% of AMD’s equity; some reports note warrants priced at $0.01 per share, subject to performance milestones [2][3].
The announcement prompted a positive market reaction for AMD and is described as a significant boost to the company’s position in AI infrastructure [4].
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Citations
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- 1Advanced Micro Devices (AMD) Secures Massive $100B+ Meta Partnership for AI ChipsMoneyCheck• Feb 24, 2026
- 2AMD secures Meta AI chips pact for 6GW GPUs, with warrantsdefiliban.com• Feb 24, 2026
- 3Advanced Micro Devices (AMD) Stock: Meta Signs $100 Billion AI Chip DealBlockonomi• Feb 24, 2026
- 4AMD jumps as Meta signs multiyear AI infrastructure partnershipCrypto Briefing• Feb 24, 2026
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