Lisa Su, chair and chief govt officer of Superior Micro Units Inc., shows an AMD Intuition MI455X GPU in the course of the 2026 CES occasion in Las Vegas, Jan. 5, 2026.
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Every week after Meta dedicated to utilizing tens of millions of Nvidia’s processors to energy its AI growth, the social media firm has inked one other mammoth chip deal, this time with Superior Micro Units.
Meta mentioned on Tuesday that the multiyear take care of AMD entails deploying as much as 6 gigawatts of the corporate’s graphics processing items for synthetic intelligence knowledge facilities and contains use of AI-optimized central processing items, or CPUs. Early shipments of MI450 GPUs in AMD’s Helios rack-scale servers will start later this 12 months.
AMD CEO Lisa Su mentioned in a press release that her firm is delivering “high-performance, energy-efficient infrastructure optimized for Meta’s workloads, accelerating one of many business’s largest AI deployments and inserting AMD on the heart of the worldwide AI buildout.”
The deal additionally features a performance-based warrant for Meta to accumulate 160 million AMD shares, about 10% of the corporate. The primary tranche vests when the primary 1GW of Intuition GPUs are shipped. Different tranches vest as Meta makes purchases to 6GW.
Vesting can be tied to inventory worth thresholds for AMD and technical and industrial milestones for Meta.
AMD struck an analogous take care of OpenAI in October, marking it as a viable second possibility for AI giants and hyperscalers.
That settlement additionally gave OpenAI warrants to accumulate 160 million shares of AMD and was tied to deployment and inventory worth benchmarks.
AMD and Meta one-day inventory chart.
In its earnings report final month, Meta dedicated to as much as $135 billion in capital expenditures this 12 months because it tries to maintain tempo with its megacap friends in addition to OpenAI and Anthropic within the international AI race. General, Meta has plans for 30 knowledge facilities, together with 26 within the U.S.
Tuesday’s announcement is a essential improvement for AMD, which is much behind Nvidia within the AI chip market. Nvidia is now the world’s largest publicly traded firm, with a $4.66 trillion valuation, and controls roughly 90% of the market, whereas AMD is valued at $320 billion.
“Meta is in a singular place to manage the complete stack they usually can use whoever’s compute they need,” mentioned chip analyst Ben Bajarin of Inventive Methods. “It is only a punctuation level on the truth that we’re compute constrained, and offers might be achieved throughout the board.”
Phrases of the settlement weren’t supplied, however Bajarin, who was briefed on the deal, estimates that it is value tens of billions of {dollars} over at the very least 4 years, as a result of “six gigawatts would take fairly a while to deploy,” he mentioned.
Bajarin mentioned a key piece of the settlement, and the way it’s totally different from Meta’s pact with Nvidia, is that the primary deployment entails personalized GPUs.
“We haven’t any indication Nvidia is doing that,” Bajarin mentioned. “It is a great way for them to win a few of these offers.”
AMD’s Helios represents the primary large-scale competitors to Nvidia’s Grace Blackwell methods, which have skilled hovering demand since launch in 2024.
Nvidia is scheduled to report quarterly earnings on Wednesday, and analysts anticipate income development of 68% from a 12 months earlier to $66 billion, in keeping with LSEG. Earlier this month, AMD reported gross sales development for the fourth quarter of 34% to $10.27 billion.
Meta has lengthy been a buyer of AMD and Nvidia. Meta additionally develops in-house processors and, in keeping with a report late final 12 months in The Info, had been in talks with Google about deploying the search firm’s tensor processing items in Meta knowledge facilities in 2027.
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