Meta Platforms and Advanced Micro Devices Agree to AI Chips Deal Worth More Than $100 Billion; Meta Expands Strategic Partnership with NVIDIA

Meta Platforms has entered into a multi-year strategic agreement with Advanced Micro Devices (AMD) that could exceed $100 billion in total value, marking one of the largest infrastructure commitments in the history of artificial intelligence computing.

The official announcement was released by Meta through its corporate newsroom. The agreement centers on large-scale deployment of AMD AI accelerators to power Meta’s next-generation data centers. The deal structure may also allow Meta to acquire up to 10% of AMD’s outstanding shares through performance-based warrants tied to chip purchase commitments — aligning the social media giant more closely with the semiconductor manufacturer as it seeks to challenge Nvidia’s dominance in AI hardware.

Large-Scale AI Infrastructure Expansion

The agreement supports Meta’s long-term strategy to dramatically expand its AI training and inference capacity. Analysts note that Meta is investing tens of billions of dollars annually to build AI-optimized data centers capable of supporting personalization, recommendation systems, generative AI models, and future artificial general intelligence initiatives.

The AMD partnership strengthens competition in a market long dominated by Nvidia’s GPUs, positioning AMD as a major alternative supplier in hyperscale AI deployments.

Meta Deepens Multi-Year Collaboration with NVIDIA

The large-scale deployment builds on the companies’ existing collaboration and will support Meta’s build-out of AI-optimized data centers across its global footprint.

“No one deploys AI at Meta’s scale — integrating frontier research with industrial-scale infrastructure to power the world’s largest personalization and recommendation systems for billions of users,” said Jensen Huang, Founder and CEO of NVIDIA.
“Through deep co-design across CPUs, GPUs, networking, and software, we are bringing the full NVIDIA platform to Meta’s researchers and engineers as they build the foundation for the next AI frontier.”

Under the expanded collaboration, Meta has adopted:

• NVIDIA Confidential Computing for WhatsApp private messaging, enabling AI-powered capabilities while ensuring user data confidentiality and integrity.

• NVIDIA Spectrum-X Ethernet networking platform, delivering AI-scale networking with predictable low latency, improved utilization, and enhanced power efficiency.

• Joint engineering efforts to optimize state-of-the-art AI models across Meta’s core workloads.

Meta also announced plans to build next-generation AI clusters using NVIDIA’s Vera Rubin platform.

“We’re excited to expand our partnership with NVIDIA to build leading-edge clusters using their Vera Rubin platform to deliver personal superintelligence to everyone in the world,” said Mark Zuckerberg, Founder and CEO of Meta.

Strategic Implications

The dual-track strategy — expanding supply relationships with both AMD and NVIDIA — reflects Meta’s effort to diversify AI infrastructure sources while scaling compute capacity at an unprecedented level.

For AMD, the agreement represents a transformative opportunity to gain share in the AI accelerator market. For Meta, the potential equity stake aligns incentives and secures long-term supply in a capital-intensive, strategically critical industry.

As global demand for AI compute surges, these partnerships underscore a structural shift in the semiconductor ecosystem: hyperscalers are no longer just customers — they are becoming strategic capital partners in the future of AI hardware.