Meta agrees to acquire up to 6GW of AMD Instinct GPUs in a deal valued at $100B+ that could see Meta own up to 10% of AMD; Meta plans to deploy 1GW in 2026
The deal could result in Meta owning as much as 10% of AMD's stock as the chip maker seeks to challenge Nvidia
Wall Street Journal
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Discussion
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@mgsiegler
M.G. Siegler
on x
Step 1: Announce a big NVIDIA deal Step 2: Go to AMD and collect 10% of the company OpenAI 🤝 Meta Time to update this list... https://spyglass.org/...
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@amd
@amd
on x
A definitive agreement: AMD and @Meta are expanding our existing partnership, aligning roadmaps across silicon, systems and software to deliver AI platforms purpose-built for Meta's workloads. ✅ 6GW of AMD Instinct GPUs ✅ Custom AMD Instinct GPU derived from MI450 for Meta [image…
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@casper_hansen_
Casper Hansen
on x
Is Meta buying more AMD than Nvidia at this point? I wonder if the new 400 series will be comparable to Vera Rubin
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@aiatmeta
@aiatmeta
on x
Meta 🤝 AMD Today we're announcing a multi-year agreement with @AMD to integrate their latest Instinct GPUs into our global infrastructure. With approximately 6GW of planned data center capacity dedicated to this deployment, we're scaling our compute capacity to accelerate the [vi…
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@firstadopter
Tae Kim
on x
MI450 on track for 2H 2026 “first deployment will use a custom AMD Instinct GPU based on the MI450 architecture to deliver AI platforms that are optimized for Meta's workloads at gigawatt-scale. Shipments supporting the first gigawatt deployment are scheduled to begin in the
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@firstadopter
Tae Kim
on x
AMD CFO Jean Hu says AMD will generate “significant” double digit billions per gigawatt from Meta
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@timsweeneyepic
Tim Sweeney
on x
Is 6 gigawatts a lot of computing power? Active Fortnite players together own around 30 gigawatts of computing power, as consoles and high end PCs range from 350W to 1KW. That's probably the largest gaming power base in existence, since any bigger games are mobile-centric.
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@kimmonismus
@kimmonismus
on x
Meta announced a $100 billion mega-deal with AMD for a 6GW of planned data center capacity. One day before NVIDIA's fourth-quarter results for FY26.
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@theaustinlyons
Austin Lyons
on x
$AMD 🤝 $META 6GW of MI450+ [image]
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@smartertrader
Sam Parikh
on x
Meta to buy 10% of amd. 242 ??
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@patrickmoorhead
Patrick Moorhead
on x
AMD $AMD and Meta $META just announced a $100B and 6-gigawatt over 5-year, multi-generation partnership to deploy custom AMD Instinct GPUs and CPUs across Meta's AI infrastructure. It was great to catch up with AMD CEO @LisaSu on this. Here is what the deal includes: •GPU: [image…
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@benbajarin
Ben Bajarin
on x
A lot to like about the $AMD and $Meta deal. A few things most interesting besides the tens of billions, likely over 4-5 years (that's how long it will take to fill 6GW). Co-optomized Instinct for Meta: By being willing to make specific optomizations to the GPU for Meta
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r/AMD_Stock
r
on reddit
AMD and Meta Announce Expanded Strategic Partnership to Deploy 6 Gigawatts of AMD GPUs
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@theaustinlyons
Austin Lyons
on x
$AMD custom GPU for $META from the call: * Workload-first design * Chiplet architecture is the enabler * System-level optimization * 95%+ software reuse * Not full ASIC * Expect more of these Working backward from the workload: “What's unique about this deal is we started
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@lisasu
Lisa Su
on x
Big day for @AMD and @Meta as we expand our strategic partnership to deploy 6GW of Instinct GPUs. Excited to partner across silicon, systems and software to help Meta push the boundaries of AI at massive scale!
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@meta
@meta
on x
We're partnering with @AMD to integrate their GPUs into our infrastructure—that means more compute power to bring our AI experiences to even more people. [video]
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@testingcatalog
@testingcatalog
on x
Meta has signed a deal with AMD to add 6GW of data center capacity to Meta's global infrastructure. “We're scaling our compute capacity to accelerate the development of cutting-edge AI models and deliver personal superintelligence to billions around the world.” [image]
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@tulipking
Tulip King
on x
I don't think this matters other than “potentially a ~10% stake in AMD”: * AMD is ~3rd in chips behind Nvidia GPUs & Google TPUs * META is not a even top 5 AI lab anymore BUTTTTT if Meta wants to win AR/VR, this could be a way to start in-housing silicon design a-la apple
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@benitoz
Ben Pouladian
on x
Meta commits $100B and 6GW to AMD. Congrats to cousin Lisa Su 12GW now committed between Meta and OpenAI. But the warrant structure tells you the real story: AMD has to give away equity to win deals NVIDIA closes on product alone. The CUDA moat is real. $NVDA $AMD
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@cryptopunk7213
@cryptopunk7213
on x
flexing ur $500K server rack on your opps
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@ecommerceshares
@ecommerceshares
on x
LOL, Lisa Su running the zaniest stock-pump scheme of all time, by giving 10% of the company for free to $META. Why would anyone now else be so dumb to buy $AMD product without getting free warrants? And how about $CMG giving us $10 in warrants every time we order a burrito?
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@basedjensen
@basedjensen
on x
Brah all the compute in the world would not help you ship if you are working with scale data and the lab is a mess
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@mgsiegler
M.G. Siegler
on x
But really, it seems like the same exact deal with AMD? Will Microsoft, Amazon, Anthropic, xAI, etc go and get the same one? As of right now, if AMD's stock price hits $600/share (it's just under $200 now), OpenAI and Meta will magically and suddenly own 20% of the company...