AMD and Meta are teaming up to take on NVIDIA
AMD and Meta (yep, the company behind Facebook and Instagram) have teamed up in a massive, multi-year deal.
Shipments to support an initial 1-gigawatt deployment are scheduled to begin in the second half of 2026, with a phased, multi-generation rollout up to 6 gigawatts of custom GPUs—basically, supercharged chips—to power Meta's next wave of artificial intelligence.
The move is all about boosting Meta's AI game while breaking free from relying on NVIDIA.
AMD will give Meta a performance-based warrant for shares
This isn't just about hardware—Meta will be a lead customer for AMD's latest "Venice" and "Verano" processors, which are designed for high performance but use less energy.
Plus, AMD issued Meta a performance-based warrant for up to 160 million shares that vests on specified milestones (like shipping all those chips or hitting a big stock price).
This deal could change the tech landscape
If you're into tech or just curious about where social media is headed, this deal could shape how AI shows up in your apps.
Mark Zuckerberg says it fits his vision for "personal superintelligence," meaning smarter tools and features might be coming sooner than you think.
It's also a sign that even the biggest players want more options—and that could mean faster innovation for everyone.