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AMD to Invest $1 Billion in Meta as Companies Expand AI Infrastructure Partnership

Quiver Data Analyst

Advanced Micro Devices ($AMD) announced today it will invest $1 billion in Meta Platforms ($META)’ equity offering as the companies expand their AI infrastructure partnership. Initial AMD Helios rackscale systems are installed and undergoing testing at Meta ahead of broader deployment.

  • AMD EPYC processors power dedicated computing environments behind Meta’s Muse AI agent. Meta has deployed millions of EPYC processors across multiple generations.
  • Meta uses AMD Instinct GPUs in production for training, ranking and recommendation systems.
  • Meta plans to deploy a custom AMD Instinct GPU optimized for its workloads. The collaboration also informs future MI500 GPUs and rackscale systems.
  • AMD provides launch-day support for Muse Spark Open on Instinct GPUs and Muse Glimmer on Ryzen AI PCs and Radeon GPUs.
  • The companies are collaborating on infrastructure at gigawatt scale, including future processors, networking and software.

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Editor’s Note: This is a developing story. This article may be updated as more details become available.

About the Author

Matthew Kerr is a data analyst at Quiver Quantitative, with a focus on single-stock research and government datasets. Prior to joining Quiver, Matthew was an analyst intern at BlackRock.

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