Meta strikes up to $100 billion AI chips deal with AMD, could acquire 10% stake in chipmaker
49 Sources
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Meta could end up owning 10% of AMD in new chip deal
Meta has struck a multi-billion dollar chip deal with AMD that could lead to the Facebook owner taking a 10 percent stake in the group, sending shares in the US chipmaker surging on Tuesday. The social media giant said it would acquire customized chips with a total capacity of 6 gigawatts from AMD
[2]
Meta strikes up to $100B AMD chip deal as it chases 'personal superintelligence'
Meta plans to purchase potentially up to $100 billion worth of AMD chips, enough to drive roughly six gigawatts of data center power demand, the companies announced Tuesday. As part of the multiyear agreement, AMD has issued Meta a performance-based warrant for up to 160 million shares of AMD
[3]
Nvidia's Deal With Meta Signals a New Era in Computing Power
Ask anyone what Nvidia makes, and they're likely to first say "GPUs." For decades, the chipmaker has been defined by advanced parallel computing, and the emergence of generative AI and the resulting surge in demand for GPUs has been a boon for the company. But Nvidia's recent moves signal that
[4]
AMD and Meta strike $100 billion AI deal that includes 10% stock deal -- 6 gigawatt agreement includes up to 160 million AMD shares
AMD's share price has to hit $600 for the stock award to be fully realized AMD and Meta have just announced another colossal AI chip deal, believed to be worth over $100 billion. The new partnership will see AMD provide up to 6 gigawatts of AMD Instinct computing power to power Meta's AI
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Meta signs 6 GW chips-for-stock deal with AMD
The House of Zen signed a nearly identical deal with OpenAI last fall AMD just signed a mega chip deal with Meta that appears almost identical to the one it signed with OpenAI last fall. And just like all cross-industry agreements between AI and chip makers of late, this one comes with some
[6]
Meta to Spend Tens of Billions of Dollars on AMD Gear, Buy Stock
Meta Platforms Inc. will deploy 6 gigawatts' worth of data center gear based on processors from Advanced Micro Devices Inc., a blockbuster deal that marks a win for the chipmaker's attempts to catch up with Nvidia Corp. Meta will buy AMD chips and computers designed to run artificial intelligence
[7]
AMD clinches second mega chip supply deal, this time with Meta
SAN FRANCISCO, Feb 24 (Reuters) - Advanced Micro Devices (AMD.O), opens new tab said on Tuesday it has agreed to sell up to $60 billion worth of artificial intelligence chips to Meta Platforms (META.O), opens new tab over five years in a deal that allows the Facebook owner to purchase as much as
[8]
Meta will deploy standalone Nvidia Grace CPUs in production, with Vera to follow -- company sees perf-per-watt improvements of up to 2X in some CPU workloads
Beyond selling its Vera data center CPUs as part of Vera Rubin NVL72 rack-scale systems, Nvidia has expressed ambitions to become a standalone data center CPU vendor, and a new partnership with hyperscale giant Meta represents a big step forward for that plan. As part of a new multi-year strategic
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Meta strikes AI chip deal with AMD days after committing to deploy millions of Nvidia GPUs
Meta said on Tuesday that the multiyear deal with AMD involves deploying up to 6 gigawatts of the company's graphics processing units for AI data centers and includes use of AI-optimized central processing units, or CPUs. Early shipments of MI450 GPUs in AMD's Helios rack-scale servers will begin
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Meta may trade AI chips for shares in its latest AMD deal
Meta has struck a deal with AMD to buy up to six gigawatts worth of AI chips, both companies announced. The agreement is structured in a way that could see AMD issue Meta up to 160 million shares of its common stock provided GPU shipment milestones are achieved -- meaning Meta could own up to 10
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Facebook owner Meta to buy AI chips from AMD in deal worth up to $100 billion
Facebook owner Meta Platforms will buy artificial intelligence chips from Advanced Micro Devices in a deal that will also give it the opportunity to buy up to a 10% stake of the chip company. Meta will buy AMD's latest chips, the MI450, to help power data centers. The 6-gigawatt agreement will see
[12]
Meta Announces Major Chips-for-Stock Deal With AMD
Meta said on Tuesday that it would purchase billions of dollars worth of semiconductors from Advanced Micro Devices to develop artificial intelligence technologies and power new data centers. As part of the multiyear deal, Meta is buying a volume of chips equivalent to up to six gigabytes of
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Meta signs major Nvidia deal to power AI data centers with Blackwell and Rubin GPUs
Serving tech enthusiasts for over 25 years. TechSpot means tech analysis and advice you can trust. In a nutshell: Meta has signed a multi-year agreement with Nvidia to purchase millions of Blackwell and Rubin GPUs, a deal reportedly worth tens of billions of dollars. The company has also
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Meta already deploying Nvidia's standalone CPUs at scale
CPU adoption is part of deeper partnership between the Social Network and Nvidia which will see millions of GPUs deployed over next few years Move over Intel and AMD -- Meta is among the first hyperscalers to deploy Nvidia's standalone CPUs, the two companies revealed on Tuesday. Meta has already
[15]
Meta Deepens Nvidia Ties With Pact to Use 'Millions' of Chips
Meta Platforms Inc. has agreed to deploy "millions" of Nvidia Corp. processors over the next few years, tightening an already close relationship between two of the biggest companies in the artificial intelligence industry. Meta, which accounts for about 9% of Nvidia's revenue, is committing to use
[16]
Meta and AMD Team Up to Take on Nvidia in Massive AI Chip Deal
AMD just landed a huge win in its ongoing battle to catch up with AI giant Nvidia. On Tuesday, AMD and Meta, the parent company of Facebook, announced a multi-year, multi-generation partnership to scale Meta’s AI infrastructure and speed up the development of its advanced AI models. Under the
[17]
Nvidia to sell Meta millions of chips in multiyear deal
SAN FRANCISCO, Feb 17 (Reuters) - Nvidia (NVDA.O), opens new tab on Tuesday said it has signed a multiyear deal to sell Meta Platforms (META.O), opens new tab millions of its current and future artificial intelligence chips, including central processing units that compete with products from Intel
[18]
Meta expands Nvidia deal to use millions of AI chips in data center build-out, including standalone CPUs
Meta CEO Mark Zuckerberg said in a statement that the expanded partnership continues his company's push "to deliver personal superintelligence to everyone in the world," a vision he announced in July. Financial terms of the deal were not provided. In January, Meta announced plans to spend up to
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Meta will run AI in WhatsApp through NVIDIA's 'confidential computing'
Meta just announced a deal to buy "millions" of NVIDIA Blackwell and Rubin GPUs in a new long-term partnership. As part of that, the social media giant will deploy NVIDIA's Confidential Computing for WhatsApp, "enabling AI-powered capabilities across the messaging platform while ensuring user data
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Meta agrees $60bn deal with chipmaker AMD despite AI bubble fears
Facebook owner's investment described by semiconductor company as 'big bet' on artificial intelligence The owner of Facebook has agreed to buy $60bn (£44.5bn) of artificial intelligence chips from the US semiconductor company Advanced Micro Devices despite fears over the vast sums being spent on
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Meta and AMD set huge AI chips pact
Why it matters: It comes just a week after Meta announced a deal to buy chips from AMD rival Nvidia and shows that the arms race in AI continues to escalate. * It's also another example of a circular deal in which a customer or supplier takes a stake in the other. Zoom out: The agreement mirrors
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Meta integrates Nvidia GPUs, CPUs, and confidential computing tools
Initiative will combine Meta's production workloads with Nvidia's hardware and software ecosystem * Meta and Nvidia launch multiyear partnership for hyperscale AI infrastructure * Millions of Nvidia's GPUs and Arm-based CPUs will handle extreme workloads * Unified architecture spans data centers
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Meta Builds AI Infrastructure With NVIDIA
Meta has adopted NVIDIA Confidential Computing, enabling AI capabilities while protecting user privacy. NVIDIA today announced a multiyear, multigenerational strategic partnership with Meta spanning on-premises, cloud and AI infrastructure. Meta will build hyperscale data centers optimized for
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AMD and Meta announce yet another circular megamoney GPU deal, this time for $60 billion of chips and potentially a 10% stake in AMD for Meta
Meta to buy $60 billion in GPUs but might end up owning $35 billion share in AMD. Keeping up with all the megabucks deals going on right now in AI land is pretty much a full-time job. But for what it's worth, here's another doozy that involves silly amounts of money and a whiff of just the sort of
[25]
Meta commits billions to Nvidia chips
Why it matters: Even though Meta is already one of Nvidia's biggest buyers, the deal is so big that it stands to boost both companies. Driving the news: Meta will buy millions of chips from Nvidia, ranging from standalone Grace CPUs to next-gen Blackwell GPUs and upcoming Vera Rubin systems, to
[26]
Meta inks deal to use millions of Nvidia's chips in data centre build-out
Meta plans to spend up to $135bn this year to support its Meta Superintelligence Labs efforts as well as its core business. Meta will be spending billions - reportedly - in a multi-year partnership with Nvidia to use "millions" of its chips to support the company's data centre build-out, the two
[27]
Meta agrees to buy millions more AI chips for Nvidia, raising doubts over its in-house hardware - SiliconANGLE
Meta agrees to buy millions more AI chips for Nvidia, raising doubts over its in-house hardware Meta Platforms Inc. has agreed a new deal with Nvidia Corp. to buy millions of its next-generation Vera Rubin graphics processing units and a similar number of Grace central processing units to fuel its
[28]
Facebook owner Meta to buy AI chips from AMD in deal worth up to $100 billion
Facebook owner Meta Platforms will buy artificial intelligence chips from Advanced Micro Devices in a deal that will also give it the opportunity to buy up to a 10% stake of the chip company. Meta will buy AMD's latest chips, the MI450, to help power data centers. The 6-gigawatt agreement will see
[29]
Meta and NVIDIA sign multi-billion dollar deal for millions of AI GPUs
Meta Platforms announced a long-term partnership with NVIDIA to purchase millions of GPUs and deploy advanced security technology. The deal includes the acquisition of NVIDIA Blackwell and Rubin GPUs to support Meta's expanding infrastructure. As part of this agreement, Meta will integrate NVIDIA's
[30]
Facebook Owner Meta to Buy AI Chips From AMD in Deal Worth up to $100 Billion
Facebook owner Meta Platforms will buy artificial intelligence chips from Advanced Micro Devices in a deal that will also give it the opportunity to buy up to a 10% stake of the chip company. Meta will buy AMD's latest chips, the MI450, to help power data centers. The 6-gigawatt agreement will see
[31]
Meta Just Made a Massive AI Chip Bet -- And It's Not on Nvidia
This week, it made another massive move in the AI space, the company shared in a statement. Instead of doubling down on Nvidia, the social media giant signed a multiyear agreement with Advanced Micro Devices (AMD), deploying up to six gigawatts of AI computing capacity in its data centers and
[32]
AMD Just Won Another Massive AI Chip Deal. Its Stock Is Soaring.
Advanced Micro Devices shares surged Tuesday after the AI chipmaker said it struck a big AI chip deal with Meta Platforms. Advanced Micro Devices just scored another big AI chip deal, this time with Meta Platforms. Shares of AMD (AMD) were up over 10% in premarket trading Tuesday after the
[33]
AMD stock today soars 10% after Meta's AI chip deal - will this partnership challenge Nvidia's dominance?
AMD stock price today: Advanced Micro Devices (AMD) stock jumped more than 10% on Tuesday morning in pre-market trading after the company unveiled an expanded, multi-year partnership with Meta that could reshape AMD's position in the artificial intelligence chip race. As Meta plans to deploy up to
[34]
AMD Risks a Hefty 20% of Its Company To Enter Into 'Mega' AI Deals, With the Latest Venture Tied to a Meta Agreement for Next-Gen Infrastructure
AMD has signed a major agreement with Meta, which involves the deployment of customized infrastructure that could be worth 'hundreds of billions'. The race for next-gen AI infrastructure is more competitive than ever, with manufacturers like AMD/NVIDIA rushing to enter exclusive partnerships to
[35]
AMD Rockets On Landmark AI Partnership With Meta - Advanced Micro Devices (NASDAQ:AMD)
Advanced Micro Devices Inc (NASDAQ:AMD) shares skyrocketed in Tuesday's premarket session following the announcement of a landmark multi-year partnership with Meta Platforms Inc (NASDAQ:META). The deal centers on the deployment of a staggering 6 gigawatts of AI compute capacity, positioning AMD as
[36]
Meta deepens Nvidia ties with pact for 'millions' of chips
Meta Platforms has agreed to deploy "millions" of Nvidia processors over the next few years, tightening an already close relationship between two of the biggest companies in the artificial intelligence industry. Meta, which accounts for about 9% of Nvidia's revenue, is committing to use more AI
[37]
Why Advanced Micro Devices Stock Just Popped | The Motley Fool
Meta will buy 6 gigawatts-worth of AMD GPUs for artificial intelligence. This partnership aims to help Meta "rapidly scale AI infrastructure and accelerate the development and deployment of cutting-edge AI models," say the companies. And this partnership will be "multi-year," and span
[38]
Meta Inks AI Agreement With Chipmaker AMD | PYMNTS.com
By completing this form, you agree to receive marketing communications from PYMNTS and to the sharing of your information with our sponsor, if applicable, in accordance with our Privacy Policy and Terms and Conditions. The deal, announced Tuesday (Feb. 24), will see AMD supply up to 6GW of its
[39]
AMD shares rise over 10% after mega chip supply deal with Meta
Advanced Micro Devices said on Tuesday it has agreed to sell up to $60 billion worth of artificial intelligence chips to Meta Platforms over five years in a deal that allows the Facebook owner to purchase as much as 10% of the chip firm. Advanced Micro Devices said on Tuesday it has agreed to sell
[40]
AMD to deploy up to 6 GW of AI chips for Meta's AI infrastructure
Advanced Micro Devices (AMD) is collaborating with Meta Platforms (META) to deploy up to 6 gigawatts of AMD Instinct chips to power Meta's next generation of AI infrastructure. Shares of AMD jumped about 12% premarket on Tuesday, while Meta's stock dipped around AMD expects the partnership to
[41]
NVIDIA Manages to Bag In One of AMD's Biggest AI Customers, Meta, Offering Next-Gen Vera Rubin In a "Multi-Generational" Partnership
NVIDIA has managed to grow its influence within the Big Tech circle with its latest partnership, as the company collaborates with Meta, an entity known for its inclination towards AMD as well. With the biggest AI buildout, companies like Meta are in dire need of computing power, which is why they
[42]
Meta and Nvidia Team to Bolster AI Infrastructure | PYMNTS.com
By completing this form, you agree to receive marketing communications from PYMNTS and to the sharing of your information with our sponsor, if applicable, in accordance with our Privacy Policy and Terms and Conditions. The collaboration will help support Meta's development of data centers designed
[43]
Nvidia to sell Meta millions of chips in multiyear deal
Nvidia introduced those central processors, based on technology from Arm Holdings, as companions to its AI chips starting 2023. But the announcement Tuesday signaled that Nvidia aims to push those chips for emerging fields such as running AI agents as well as into markets for processors used in
[44]
Meta's 6GW AMD Chip Deal Supercharges AI Compute Race
Meta has signed a multi-year agreement with Advanced Micro Devices (AMD) to deploy up to 6 gigawatts of AI GPUs, in one of the largest infrastructure bets in the field of artificial intelligence. The company will start rolling out the chips from the second half of 2026 across its global data-center
[45]
AMD strikes blockbuster $100B AI chip deal with Mark Zuckerberg's Meta
Advanced Micro Devices said Tuesday it has agreed to sell up to $60 billion worth of artificial intelligence chips to Meta Platforms over five years in a deal that allows the Facebook owner to purchase as much as 10% of the chip firm. The agreement could potentially be worth more than $100
[46]
AMD clinches second mega chip supply deal, this time with Meta
SAN FRANCISCO -- Advanced Micro Devices said on Tuesday it has agreed to sell up to US$60 billion worth of artificial intelligence chips to Meta Platforms over five years in a deal that allows the Facebook owner to purchase as much as 10 per cent of the chip firm. AMD shares rose more than 10 per
[47]
AMD stock surges 14% on Meta AI partnership deal By Investing.com
Investing.com -- Advanced Micro Devices (NASDAQ:AMD) shares surged 14% Tuesday morning after the company announced an expanded strategic partnership with Meta to deploy up to 6 gigawatts of AMD GPUs for AI infrastructure. AMD and Meta agreed to a definitive multi-year, multi-generation partnership
[48]
AMD clinches second mega chip supply deal, this time with Meta
SAN FRANCISCO, Feb 24 (Reuters) - Advanced Micro Devices said on Tuesday it has agreed to sell up to $60 billion worth of artificial intelligence chips to Meta Platforms over five years in a deal that allows the Facebook owner to purchase as much as 10% of the chip firm. AMD signed a similar pact
[49]
Nvidia is selling millions of AI chips to Meta, announces new deal
Nvidia has just locked in a huge AI partnership with Meta. The chip giant has signed a multiyear agreement to supply Meta with millions of artificial intelligence chips, covering both its current and next generation products. While the companies have not revealed the total value of the deal, the
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Meta has signed a massive multi-billion dollar AI chips deal with AMD that could see the social media giant acquire up to 10% of the chipmaker's stock. The agreement covers 6 gigawatts of custom computing power as Meta races to build AI infrastructure for what CEO Mark Zuckerberg calls 'personal superintelligence.' The chips-for-stock arrangement mirrors AMD's earlier deal with OpenAI and signals Big Tech's push to diversify away from Nvidia's dominance.
Meta Secures Massive AI Chips Deal with AMD
Meta has struck a multi-billion dollar deal with AMD that could result in the Facebook owner acquiring up to 10% of the chipmaker, sending AMD's shares surging 14% in pre-market trading
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. The agreement, believed to be worth over $100 billion, will see Meta purchase customized AI chips with a total capacity of 6 gigawatts from AMD as it accelerates development and deployment of its AI models2
. AMD CEO Lisa Su confirmed that "each gigawatt of compute is worth double-digit billions" under the deal, positioning this as one of the largest chip agreements in the AI infrastructure buildout1
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Source: New York Post
The social media giant will receive custom AMD Instinct GPUs built on the MI450 architecture, along with AMD's EPYC CPUs including the Venice and Verano processors specifically designed for AI workloads
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. Meta CEO Mark Zuckerberg described the partnership as "an important step" toward achieving "personal superintelligence," AI systems designed to deeply understand and empower individuals in their everyday lives2
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Source: Motley Fool
Performance-Based Warrant Structure Creates Circular Financing
AMD has issued Meta with a performance-based warrant giving it the option to acquire up to 160 million AMD shares at an exercise price of just $0.01 per share, representing roughly 10% of AMD's total outstanding stock
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. The warrant is structured to vest in tranches as Meta purchases successive orders of processors, with the first tranche becoming available when the first gigawatt of chips ships in the second half of 20264
. The final tranche only vests if AMD's share price hits $600, compared to its current trading price near $2004
.
Source: ET
This chips-for-stock deal represents the latest "circular" transaction in the industry and mirrors an identical agreement AMD struck with OpenAI in October, which also offered the ChatGPT maker a 10% stake in AMD over time in exchange for 6 gigawatts of compute capacity
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. Lisa Su explained the arrangement helps "make sure that we are always a clear seat at the table when [Meta] are thinking about what they need next" . The warrant expires in February 2031 .Meta Moves to Diversify Chip Suppliers Beyond Nvidia
The AMD partnership signals Meta's strategic push to diversify chip suppliers away from market leader Nvidia, which has dominated AI chips and charged a premium for its technology
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. Just weeks before the AMD announcement, Meta struck a separate multiyear deal with Nvidia to purchase "millions" of Nvidia Blackwell and Rubin GPUs, along with standalone Grace CPU processors3
.Santosh Janardhan, Meta's head of infrastructure, emphasized the company's multi-vendor approach: "We don't believe that a single silicon solution will work for all of our workloads. There's a place for Nvidia, there's a place for AMD and... there's a place for our own custom silicon as well. We need all three" . The AMD chips will be used primarily for inference workloads, the process of running AI models after they have been trained .
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Unprecedented AI Infrastructure Spending Drives Creative Financing
Meta has pledged to invest at least $600 billion in U.S. AI data centers and AI infrastructure over the next several years, including a projected capital expenditure spend of between $115 billion and $135 billion in 2026 alone
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. The 6 gigawatts of computing power Meta is purchasing from AMD requires power equivalent to what 5 million U.S. households consume in a year . Meta recently unveiled plans for a $10 billion gas-powered data center campus in Indiana designed for 1 gigawatt of compute capacity2
.Increasingly creative funding arrangements to support massive AI infrastructure build-outs have emerged, leading to warnings about circular financing risks . Tech giants such as Meta, historically flush with cash, are facing the prospect of tapping bond and equity markets to fund their unprecedented infrastructure plans. The Facebook and Instagram parent raised $30 billion in October, marking its biggest bond sale to date .
GPUs and CPUs Take Center Stage in AI Training and Inference
The deal highlights the evolving role of GPUs and CPUs in AI infrastructure. While GPUs remain critical for AI training and inference, CPUs are increasingly becoming a core pillar of the AI compute stack because they're efficient, easier to scale, and don't tie companies solely to one vendor
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. Ben Bajarin, CEO of Creative Strategies, notes that "the reason why the industry is so bullish on CPUs within data centers right now is agentic AI, which puts new demands on general-purpose CPU architectures"3
.Meta will become the lead customer for AMD's sixth-generation EPYC CPUs, as well as its Verano next-generation EPYC processors
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. The deployment will also leverage AMD's ROCm software and Helios rack-scale architecture4
. With both OpenAI and Meta now committed to 12 gigawatts of AMD GPUs, AMD positions itself to gain significant market share against hyperscalers, though some analysts warn this puts the chipmaker in a precarious position should the AI bubble eventually deflate5
.References
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