signed
Meta–AMD 6 GW GPU deal with 160M-share warrant
Meta agreed to deploy up to 6 GW of AMD Instinct GPUs, starting with 1 GW of MI450 in the second half of 2026. AMD issued Meta a performance-based warrant for up to 160 million AMD shares, mirroring the OpenAI deal.
- Value
- n/d
- Capacity
- 6GW1
- Term
- n/d
- Accelerators
- n/d
What the value means
Not disclosed. WSJ reported over $100 billion. AMD's 8-K binds only the initial 1 GW; 6 GW is what full warrant vesting requires. Warrant for 160 million shares expires Feb 2031; last tranche tied to a $600 AMD share price.
The record
Verified 9 Nov 2026- Announced
- Buyer
- Meta
- Seller / provider
- AMD
- ValueHeadline dollar value exactly as stated in the cited source.
- Not disclosed
- Capacity
- 6 GW
- Accelerators
- Not disclosed
- Chips
- AMD Instinct MI450
- Term
- Not disclosed
- StatusBinding agreement disclosed
- signed
- Other parties
- None named
- Deal type
- chip-supply, equity-for-compute
Sources
3- Meta and AMD Announce New AI Infrastructure Deal (Built In) read 2026-11-09
- Meta signs major AI infrastructure deal with AMD (Notebookcheck) read 2026-11-09
- AMD Form 8-K (SEC, 24 Feb 2026) read 2026-11-09
Cite this deal
AI Compute Deals, “Meta–AMD 6 GW GPU deal with 160M-share warrant”, https://aicomputedeals.com/meta-amd-6gw-2026-02/ (verified 2026-11-09).
Data under CC BY 4.0. Download the full ledger.