Overview
- The deployment centers on a customized MI450 accelerator paired with sixth‑generation EPYC “Venice” CPUs on Helios rack platforms developed through the Open Compute Project, supported by ROCm software.
- Initial shipments for 1 GW are scheduled for the second half of 2026, with subsequent tranches contingent on Meta scaling purchases toward the full 6 GW.
- AMD granted Meta a warrant for up to 160 million shares, vesting by GPU delivery milestones and stock‑price thresholds, and expiring in 2031.
- Meta frames the buildout around large‑scale inference under its Meta Compute strategy, which targets up to $135 billion in infrastructure spending this year.
- Markets reacted immediately as AMD shares rose about 7% and analysts pegged the potential value of the pact at over $100 billion.