tech

February 24, 2026

Meta strikes AI chip deal with AMD days after committing to deploy millions of Nvidia GPUs

AMD has secured Meta as a customer for its Helios rack-scale system, as Nvidia's Blackwell faces heightened competition.

Meta strikes AI chip deal with AMD days after committing to deploy millions of Nvidia GPUs

TL;DR

  • Meta has signed a multiyear deal with AMD for GPUs and CPUs for its AI data centers.
  • The agreement involves deploying up to 6 gigawatts of AMD's graphics processing units.
  • Early shipments of AMD's MI450 GPUs in Helios servers will begin later this year.
  • The deal includes a performance-based warrant for Meta to acquire 160 million AMD shares, linked to deployment and stock price milestones.
  • This announcement marks a significant development for AMD in challenging Nvidia's dominance in the AI chip market.
  • AMD previously struck a similar deal with OpenAI, including warrants for share acquisition.

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