Meta and AMD Strike $100B+ AI Chip Deal — A Historic Step Away from Nvidia Dependence
Meta strikes a deal with AMD worth potentially over $100 billion for AI chips. Covers 6GW of data center demand with Meta gaining option to acquire up to 10% of AMD stock. Purchases include AMD MI540 series GPUs and latest-gen CPUs.
A Historic AI Chip Deal
Meta and AMD announced a massive AI chip supply agreement on February 24, potentially worth over $100 billion. The deal represents a historic challenge to Nvidia's dominant position in the AI semiconductor market.
Deal Details
CEO Comments
AMD CEO Lisa Su said: 'The CPU market is absolutely on fire. There is significant demand as AI inferencing and agentic AI scale.'
Meta CEO Mark Zuckerberg called it 'an important step toward personal superintelligence.'
Background
Meta has pledged $600B in data center investments with projected 2026 CapEx of $135B. Weeks earlier, Meta also struck a major deal with Nvidia, pursuing a multi-vendor strategy.
Sources
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