Discussion

• @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.

• @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…

• @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]

• @benbajarin Ben Bajarin on x

  A lot to like about the $AMD and $Meta deal.  A few things most interesting...By being willing to make specific optomizations to the GPU for Meta workloads, it acts much closer to a custom ASIC than a merchant one.  AMD being willing to do this, and telling the market they are wi…

• @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...

• @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

• @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!

• @dampedspring Andy Constan on x

  So keeping it simple without the explicit agreement available yet $AMD Company gets huge order which reduces its ability capicity to sell to others.  The order if the stock rallies a lot would sell 100BN of chips for 4BN dollars as 96BN of stock is handed to the buyer for free.  …

• @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/...

• @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]

• @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.

• @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

• @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…

• @theaustinlyons Austin Lyons on x

  $META heterogeneous compute stack. AMD, Nvidia, and custom silicon (MTIA) across recommendations and GenAI. Interesting implications for software, workload orchestration, cluster management, networking, and so on. Would love to chat with them about it sometime!

• @laurengoode Lauren Goode on x

  @mgsiegler Don't forget, OAI and AMD struck a similar “possible 10 percent” deal last year too

• @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

• @cryptopunk7213 @cryptopunk7213 on x

  flexing ur $500K server rack on your opps

• @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?

• @firstadopter Tae Kim on x

  AMD CFO Jean Hu says AMD will generate “significant” double digit billions per gigawatt from Meta

• @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

• @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

• @theaustinlyons Austin Lyons on x

  $AMD 🤝 $META 6GW of MI450+ [image]

• @smartertrader Sam Parikh on x

  Meta to buy 10% of amd. 242 ??

• @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…

• @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

• r/AMD_Stock r on reddit

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