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Meta agrees $60bn deal with chipmaker AMD despite AI bubble fears

https://www.theguardian.com/technology/2026/feb/24/meta-amd-deal-chipmaker-ai-bubble-facebookhttps://www.businessinsider.com/meta-amd-chip-gpu-ai-infrastructure-deal-2026-2https://www.tomshardware.com/tech-industry/artificial-intelligence/amd-meta-100-billion-deal
Theguardian.com and 8 more
Meta agrees $60bn deal with chipmaker AMD despite AI bubble fears Open in Theguardian.com
Highlights
  • The collaboration aligns GPUs, CPUs, and software to boost Meta’s AI platforms across multiple hardware generations.
  • Shipments to support the first gigawatt deployment are expected to begin in 2H 2026, powered by a custom AMD Instinct GPU based on the MI450 architecture and optimized for Meta’s workloads.
  • An equity-based incentive could see Meta receive up to 160 million AMD shares, contingent on shipment and performance milestones.

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References

Meta just signed a big chip deal with AMD, hot off the tail of its Nvidia tie-up

Meta just signed a big chip deal with AMD, hot off the tail of its Nvidia tie-up

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AMD and Meta strike $100 billion AI deal that includes 10% stock deal — 6 gigawatt agreement includes up to 160 million AMD shares

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The magical AI money tree grows more leaves as Meta and AMD sign a deal for up to $60 billion in GPUs and a 10% stake in AMD

The magical AI money tree grows more leaves as Meta and AMD sign a deal for up to $60 billion in GPUs and a 10% stake in AMD

AMD strikes blockbuster $100B AI chip deal with Mark Zuckerberg’s Meta

AMD strikes blockbuster $100B AI chip deal with Mark Zuckerberg’s Meta

AMD and Meta Announce Expanded Strategic Partnership to Deploy 6 Gigawatts of AMD GPUs

AMD and Meta Announce Expanded Strategic Partnership to Deploy 6 Gigawatts of AMD GPUs

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