Catenaa, Tuesday, March 03, 2026-Meta and AMD have finalized a multiyear agreement for Meta to purchase over 6 gigawatts of AI GPUs as part of its expansive AI infrastructure build-out.
The deal includes 160 million AMD shares issued to Meta, vesting in tranches tied to shipping milestones, with the first tranche triggered by delivery of one gigawatt of chips.
AMD’s stock surged as much as 10% in premarket trading before settling lower during regular trading.
The GPUs, part of AMD’s MI450 line, will be integrated into Meta’s Helios rack-scale data center systems alongside EPYC CPUs.
Meta will also acquire additional CPUs, including AMD’s Venice and upcoming Verano processors, supporting agentic AI services and inference workloads.
The agreement complements Meta’s separate multiyear deal with Nvidia for Blackwell and Rubin GPUs and Grace CPU servers, forming part of a broader $135 billion AI capital expenditure plan for 2026.
AMD CFO Jean Hu said the performance-based deal aligns both companies around execution and long-term value creation, projecting multi-year revenue growth and accretive effects on non-GAAP earnings.
Analysts note the investment signals Meta’s aggressive push into AI compute infrastructure, in line with peers including Amazon, Google, and Microsoft, which collectively plan to spend approximately $650 billion on AI this year.
Investor reactions highlight optimism for AMD amid rising demand for AI hardware, while the broader tech market shows mixed responses to major AI spending announcements.
Meta shares have held relatively steady, down 2.5% since reporting earnings and outlining investment plans, outperforming Google, Amazon, and Microsoft during the same period.
