AMD announced an expanded AI infrastructure partnership with Meta on October 27, 2026, covering CPUs, GPUs, networking, systems and software. AMD said initial Helios rack-scale systems were installed at Meta and being tested, and that it will invest $1 billion in Meta’s equity offering. The earlier reported agreement for up to 6 gigawatts belongs to a separate deal announced in February, not this October expansion.
What AMD and Meta are expanding
The companies’ work spans more than accelerator chips. AMD says Meta has deployed millions of EPYC processors across several generations and is a lead customer for 6th Gen EPYC. AMD also says its Instinct GPUs are already used in Meta production workloads for AI-model training, ranking and recommendation engines. EPYC processors support dedicated computing environments behind Meta’s Muse AI agent, according to AMD.
AMD described a planned custom Instinct GPU based on the MI450 architecture and optimized for Meta’s workloads. Meta was an early definition customer for MI450, AMD said. The companies’ collaboration is also informing future platforms, including MI500-series GPUs and next-generation rack-scale systems.
Meta’s separate in-house MTIA data-center chip plans are covered in our earlier report on its custom accelerators through 2027.
Helios testing and the software work
AMD said the initial Helios systems had been installed at Meta and were undergoing testing. The company expected broader deployment in the near future. Lisa Su, AMD’s chair and CEO, described the collaboration as work on infrastructure, silicon, software and systems for Meta’s AI services.
The software effort includes AMD ROCm through PyTorch and optimization work on recommendation models using Instinct MI350X GPUs. AMD said the companies contributed improvements to PyTorch, Triton and ROCm that other developers can use. AMD also stated day-zero support for Muse Spark Open on Instinct GPUs and Muse Glimmer on Ryzen AI PCs and Radeon GPUs.
The 6-gigawatt figure belongs to the earlier deal
Business Insider reported on February 24, 2026, that Meta had agreed to purchase up to 6 gigawatts of AMD AI processors under a separate multiyear agreement. That earlier figure is not a new capacity commitment in the October announcement. AMD described the expanded collaboration as being at gigawatt scale, without assigning it a new gigawatt amount.
AMD said it will invest $1 billion in Meta’s equity offering. The announcement also identified Verano, a future EPYC generation, as part of the companies’ longer-term collaboration.
