US EditionMeta and AMD Agree to AI Chips Deal Worth More Than $100 Billion
Meta will deploy up to 6 gigawatts of AMD AI chips, valued at over $100 billion, gaining up to 10% equity in AMD through performance-based warrants.
- Meta signed a multiyear deal on Tuesday to deploy up to 6 gigawatts of Advanced Micro Devices GPUs and AI-optimized CPUs in its AI data centers.
- Amid a costly AI expansion, Meta committed to up to $135 billion in capex last month, following a deal to diversify suppliers with AMD amid a global AI race.
- Early shipments of MI450 GPUs in AMD's Helios rack-scale servers will begin later this year, and analysts said the first deployment uses customized GPUs, a key distinction from Meta's Nvidia pact.
- Nvidia, with a $4.66 trillion valuation and roughly 90% market share, shapes the stakes, while Bajarin said `We don't have any indication Nvidia is doing that`.
- Meta plans 30 data centers including 26 in the U.S. and pursues in-house processors while discussing Google tensor processing units for 2027, with Nvidia quarterly earnings on Wednesday in focus.
160 Articles
160 Articles
Meta, which has set a goal of fully implementing an ultra-high-performance artificial intelligence (AI) assistant called “personal superintelligence (personal superintelligence)” from this year, announced on the 24th (local time) that it has signed a 100 billion dollar (approximately 143 trillion won) AI semiconductor supply contract with AMD. It's only been a week since NVIDIA signed a large-scale semiconductor supply contract worth tens of bil…
The race for AI has long expanded from software to hardware. In addition to Meta, Google and Amazon are also building alternatives to Nvidia chips.
Meta to buy AMD's MI450 AI chips in deal worth over $100 billion
Meta Platforms will purchase artificial intelligence chips from Advanced Micro Devices (AMD) in a deal that also gives it the opportunity to acquire up to a 10 per cent stake in the chipmaker. Meta will buy AMD’s latest AI chips, the MI450, to help power its data centres. The 6-gigawatt agreement will support large-scale AI infrastructure expansion, with shipments for the first gigawatt deployment set to begin in the second half of this year. Th…
Meta doesn't want to be left behind in the AI race, that's why she announced an alliance with AMD, who will provide her with millions of chips dedicated to artificial intelligence.With AMD chips, Meta hopes to stay with the pair of leading companies in AI such as Google, OpenAI and Microsoft.Meta will buy millions of AI chips from AMDAccording to the agreement signed by the two parties, AMD will sell millions of AI chips to Meta, in addition to …
Coverage Details
Bias Distribution
- 53% of the sources are Center
Factuality
To view factuality data please Upgrade to Premium
