Analysis
This is a monumental deal! Meta's agreement with AMD to acquire up to 6GW of AI chips signals a massive investment in future AI infrastructure. This collaboration highlights the rapid advancements in the field and the commitment to pushing the boundaries of what's possible with Generative AI.
Key Takeaways
- •Meta plans to deploy 1GW of AMD GPUs in 2026.
- •The deal could potentially give Meta up to 10% ownership of AMD.
- •This partnership will drive significant advancements in AI infrastructure.
Reference / Citation
View Original"Meta agrees to acquire up to 6GW of AMD Instinct GPUs in a deal valued at $100B+"