Venture Capital
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Meta lines up up to $100B AMD chip deal for AI buildout
Meta plans to buy up to $100B worth of AMD chips in a multiyear deal, enough to drive about 6 gigawatts of data center demand. AMD issued Meta a performance based warrant for up to 160M shares, roughly 10% of the company, at $0.01 each. The final tranche depends on AMD stock reaching $600. Shares closed at $196.60 on Monday.
Meta will purchase AMD’s MI540 GPUs and its latest CPUs. AMD says CPU demand is surging as AI inference scales and companies seek alternatives to Nvidia.
Meta has pledged at least $600B in U.S. AI infrastructure over the next several years, including $135B in projected capex for 2026 and a $10B data center campus in Indiana.
The AI arms race is shifting from single supplier dependence to strategic chip alliances.
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Meta plans to buy up to $100B worth of AMD chips in a multiyear deal, enough to drive about 6 gigawatts of data center demand. AMD issued Meta a performance based warrant for up to 160M shares, roughly 10% of the company, at $0.01 each. The final tranche depends on AMD stock reaching $600. Shares closed at $196.60 on Monday.
Meta will purchase AMD’s MI540 GPUs and its latest CPUs. AMD says CPU demand is surging as AI inference scales and companies seek alternatives to Nvidia.
Meta has pledged at least $600B in U.S. AI infrastructure over the next several years, including $135B in projected capex for 2026 and a $10B data center campus in Indiana.
The AI arms race is shifting from single supplier dependence to strategic chip alliances.
Subscribe on @venture
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