AMD announced on September 28, 2026, a definitive agreement to acquire World Labs in an all-stock transaction valued at approximately $8.2 billion. The companies expect the deal to close by the end of 2026, subject to regulatory approvals and customary conditions.
AMD’s agreement to acquire World Labs
The announced transaction would bring the San Francisco-based AI research company into AMD’s business. Its value is about $8.2 billion, and its structure is all stock.
AMD and World Labs expect the agreement to close by the end of 2026, provided it receives regulatory approvals and meets customary closing conditions.
What World Labs develops
World Labs works on spatial-intelligence models: systems designed to generate, reconstruct and simulate interactive 3D environments from text, images and video. The company also develops technology for robotic learning and simulation.
That research centers on creating and working with three-dimensional environments, not just describing them. It gives AMD a line of work focused on how AI models handle spatial settings and interactions.
Why AMD wants the research
AMD says World Labs’ expertise could help it understand how AI workloads are changing and shape future hardware, software and systems. The rationale connects model research with the computing platforms used to develop and run AI.
That is AMD’s stated strategic aim; the agreement does not announce a specific future product. Its significance lies in bringing spatial-model research into AMD’s wider effort to develop AI computing technology.
Leadership plans and the AMD partnership
After the deal closes, Fei-Fei Li is expected to join AMD as executive vice president and chief scientist, reporting to Lisa Su. Justin Johnson and Ben Mildenhall are expected to continue leading the World Labs team as it joins AMD.
World Labs says its technical partnership with AMD began in 2025, with work on training models and optimizing inference—the process of running a trained model—on AMD GPUs.
