Meta has entered into a significant multiyear agreement with AMD, valued at up to $100 billion, to purchase a wide array of AMD chips, including MI540 GPUs and the latest CPUs. This deal marks a strategic move for Meta as it seeks to enhance its data center capabilities with an additional six gigawatts of compute capacity. The partnership is part of Meta’s broader initiative to diversify its AI compute stack, which has previously relied heavily on Nvidia technologies.
In a noteworthy financial arrangement, AMD has issued Meta a performance-based warrant for up to 160 million shares, representing roughly 10% of AMD, priced at $0.01 each. These shares will fully vest if AMD’s stock price reaches $600, underscoring the high stakes and potential return on this collaboration.
Meta’s CEO, Mark Zuckerberg, emphasized that this collaboration is crucial for their long-term vision of developing ‘personal superintelligence,’ a concept aimed at integrating advanced AI capabilities into everyday user interactions. This initiative is part of a more extensive commitment by Meta to inject over $600 billion into U.S. AI infrastructure, with $135 billion earmarked for capital expenditure by 2026.
This deal not only positions Meta to advance its AI model development more rapidly but also showcases its ambition to deliver cutting-edge AI experiences to billions of users globally. By partnering with AMD, Meta is charting a path toward significant advancements in AI and data processing capabilities, setting the stage for a new era of technological innovation.

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Meta has signed a multiyear deal with AMD worth up to $100 billion to purchase MI540 GPUs and CPUs, aiming to add six gigawatts of compute capacity to its data centers. As part of the arrangement, AMD issued Meta a performance-based warrant for up to 160 million shares (~10% of AMD) at $0.01 each, fully vesting if AMD's stock hits $600. The deal is part of Meta's strategy to diversify away from Nvidia and supports its broader $600 billion U.S. AI infrastructure commitment, with $135 billion in capex planned by 2026. Zuckerberg framed the partnership as central to Meta's 'personal superintelligence' ambitions.

Meta Partners with AMD in a Landmark $100 Billion Deal to Expand AI Infrastructure