tech

February 24, 2026

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

Meta agrees $60bn deal with chipmaker AMD despite AI bubble fears

TL;DR

  • Meta is reportedly set to spend $60 billion on AI chips from AMD over five years.
  • The deal includes Meta acquiring a 10% stake in AMD.
  • Meta is also purchasing millions of AI chips from Nvidia.
  • AMD will supply 6GW of chips to Meta, starting with MI450 hardware and custom CPUs.
  • The custom CPUs will be optimized for powerful performance and low energy consumption.
  • Meta contributed to the design of the MI450, which is optimized for inference.
  • Industry analysts anticipate the inference hardware market to surpass the market for training AI models.
  • Meta intends to continue buying chips from other vendors and developing its own processors.

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