AMD to invest $1 billion in Meta under expanded AI infrastructure partnership
Advanced Micro Devices is investing $1 billion in Meta's equity offering as the companies expand their partnership to gigawatt scale to power Meta's superintelligence infrastructure.
Advanced Micro Devices and Meta are expanding their strategic partnership to power Meta's superintelligence infrastructure, backed by a $1 billion investment from AMD into Meta's equity offering. The Wall Street Journal reported that AMD is the first major name to participate in Meta's broader plan to raise up to $95 billion via stock sales to finance its artificial intelligence buildout.[1][2][4]
The tie-up scales the hardware collaboration between the two companies to gigawatt levels, according to market analyst reports. AMD Chief Executive Officer Lisa Su confirmed that the chipmaker's Helios rack-scale AI systems are already running at Meta, where initial units are undergoing testing ahead of a wider deployment. The collaboration builds on an earlier 6-gigawatt GPU deal and includes expanded software integration across ROCm and PyTorch.[3][4]
Meta already operates millions of AMD EPYC processors, which power workloads including its Muse AI agent, while AMD Instinct GPUs handle production training, ranking, and recommendation systems. As part of their future roadmap, Meta is developing custom Instinct GPUs with AMD, plans to deploy a custom MI450-based Instinct GPU tailored to its workloads, and serves as a lead customer for AMD's 6th Gen EPYC processors.[3][4]
Key facts
- AMD is investing $1 billion in Meta through Meta's equity offering.
- The Wall Street Journal reported AMD is the first major buyer in Meta's effort to raise up to $95 billion in stock sales to fund AI infrastructure.
- AMD CEO Lisa Su stated that Helios rack-scale AI systems are installed and running at Meta for testing ahead of wider deployment.
- Meta has deployed millions of AMD EPYC processors, including those supporting its Muse AI agent.
- Meta is working with AMD on custom Instinct GPUs, including a custom MI450-based GPU, and is a lead customer for 6th Gen EPYC processors.
- The companies are expanding software collaboration across ROCm and PyTorch, building on an existing 6-gigawatt AMD GPU agreement.
Sources · 4 sources
- UW
unusual_whales@unusual_whalesPost on X ·
AMD, $AMD, is expanding its partnership with Meta, $META, to power Meta’s “superintelligence” infrastructure. As part of the deal, AMD will invest $1 billion in Meta’s stock offering. It’s the first big name to buy into Meta’s plan to raise up to $95 billion through stock sales to fund its AI buildout, per The Wall Street Journal.
Open source - *B
*Walter Bloomberg@DeItaonePost on X ·
$AMD $META - AMD AND META ADVANCE STRATEGIC PARTNERSHIP TO POWER META’S SUPERINTELLIGENCE INFRASTRUCTURE ADVANCED MICRO DEVICES - TO INVEST $1 BLN IN META'S EQUITY OFFERING
Open source - SB
Shay Boloor@StockSavvyShayPost on X ·
$AMD CEO Lisa Su says “Helios is now running at Meta” as AMD invests $1B in $META and expands its AI partnership to gigawatt scale. What caught my attention is that AMD's EPYC CPUs already power Muse while Meta is also developing custom Instinct GPUs with AMD which gives it exposure to both the AI agents and the models powering them.
Open source - WS
Wall St Engine@wallstenginePost on X ·
$AMD TO INVEST $1 BILLION IN $META AS COMPANIES EXPAND AI INFRASTRUCTURE PARTNERSHIP The investment will be made through Meta's equity offering. AMD also confirmed that its first Helios rack-scale AI systems are installed at Meta and undergoing testing ahead of a broader deployment. Meta has already deployed millions of AMD EPYC processors, including those powering its Muse AI agent, while Instinct GPUs are being used in production for AI training, ranking, and recommendation workloads. Looking ahead, Meta plans to deploy a custom MI450-based Instinct GPU optimized for its workloads and is a lead customer for AMD's 6th Gen EPYC processors. The companies are also expanding software collaboration across ROCm and PyTorch, building on their previously announced 6-gigawatt AMD GPU agreement.
Open source