Meta to buy 6 GW of AMD AI GPUs in multiyear supply deal

Meta and AMD announced a multiyear agreement for at least 6 gigawatts of AI graphics processors to expand Meta’s data center capacity. As part of the pact, AMD will issue Meta 11.93 million shares of common stock that vest in tranches tied to shipment milestones, beginning when AMD delivers the first 1 gigawatt of chips. Initial deliveries are slated for this year.

The first GPUs under the deal – AMD’s MI450 line – are scheduled to be deployed in the second half of the year inside AMD’s Helios rack-scale data center systems, which pair the company’s accelerators with EPYC central processors. Meta also plans to purchase a large volume of CPUs, including AMD’s current-generation Venice chip and its next-generation Verano processor.

CPUs are taking on a larger role in AI data centers as companies scale inference, the process of running AI models in production, and introduce newer services that rely more on general-purpose compute. The companies said the mix of GPUs and CPUs is intended to support a wide range of AI workloads across Meta’s platforms.

In a separate effort disclosed last week, Meta entered a multiyear supply agreement with Nvidia for millions of next-generation Blackwell and Rubin GPUs. Meta will also be the first to deploy Nvidia’s Grace CPU servers at scale. Nvidia typically pairs its Grace CPU with two Blackwell or Blackwell Ultra GPUs in its GB200 and GB300 superchips for rack-scale systems.

The agreement comes as Meta accelerates capital spending tied to AI infrastructure. The company has outlined plans to invest up to $135 billion in capital expenditures through 2026 for data center construction, chips, and model development. Across Meta, Amazon, Google, and Microsoft, planned AI-related outlays total an estimated $650 billion. Since laying out recent spending plans around earnings updates, Meta shares are down about 2.5%, Google is off 8.7%, Amazon has fallen 11.9%, and Microsoft has declined 15.5%.

A statement from AMD CFO Jean Hu reads: “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.”

The companies did not provide a full delivery schedule for the 6 gigawatts of GPUs beyond the initial MI450 rollout in the second half of the year. AMD’s Helios systems and EPYC CPUs are set as the base platform for the deployment, with Meta’s additional CPU purchases intended to support inference-heavy workloads and new services as they come online.

Earlier, OpenClaw creator Peter Steinberger said he received an acquisition offer from Meta, with Mark Zuckerberg contacting him via WhatsApp. He said he would sell only if OpenClaw remains permanently open source. The project has 180,000 GitHub stars and is used in a fast-growing ecosystem of autonomous AI agents.