AMD Invests $1 Billion in Meta to Expand AI Infrastructure Collaboration
On October 27, 2026, AMD announced a $1 billion investment in Meta's equity offering, deepening its strategic collaboration with Meta across CPUs, GPUs, networking, systems, and software. The two companies said they are aligning product roadmaps and engineering efforts around current and future Meta workloads, with the goal of building and deploying gigawatt-scale AI infrastructure.
According to the official announcement, AMD's Helios rack-scale systems have been installed at Meta and are now in testing, with plans to expand deployment. On the CPU side, AMD EPYC processors already power the dedicated compute environment behind Meta's personal AI assistant Muse. Meta has deployed millions of EPYC processors across multiple generations and is a key customer for sixth-generation EPYC CPUs. The companies are also co-developing a follow-up processor codenamed "Verano."
On the GPU side, AMD Instinct GPUs are already used in Meta's production environment for AI model training, ranking, and recommendation engine workloads. Meta is an early defining customer for the Instinct MI450 architecture and will deploy an AMD Instinct GPU customized for Meta workloads in the future. The collaboration is also expected to inform the upcoming Instinct MI500 series GPUs and next-generation rack-scale systems.
On the software front, AMD and Meta are optimizing the ROCm software ecosystem through PyTorch, and AMD has provided Day-0 support for Meta's Muse Spark Open models on Instinct GPUs, as well as Day-0 support for Muse Glimmer on PCs with Ryzen AI processors and Radeon GPUs. The two companies previously expanded software collaboration for large-scale AI training, using AMD Instinct MI350X GPUs to optimize recommendation models and contributing improvements to PyTorch, Triton, and ROCm.
AMD Chair and CEO Lisa Su said the collaboration has grown from EPYC processors to Instinct GPUs, Pensando networking, and ROCm software, and that Helios systems entering Meta's infrastructure marks a further expansion. Meta founder and CEO Mark Zuckerberg said AMD is an important partner in building the compute infrastructure for Meta's frontier AI models.
