AMD basically copy-pasted its OpenAI deal for Meta, six gigawatts and ten percent equity included

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Feb 24, 2026

Meta and AMD have agreed on a multi-year partnership covering up to six gigawatts of AMD GPUs, with a focus on inference. The deal includes an unusual equity component.

AMD will supply up to six gigawatts of Instinct GPUs for Meta's AI infrastructure, spanning several product generations. According to AMD, the first deliveries for an initial one-gigawatt rollout are set to begin in the second half of 2026.

Both companies highlight inference as a key use case, running already-trained AI models rather than training new ones. With billions of users to serve, Meta needs massive inference capacity to power its AI features at scale.