COMPETITIVE · USA
Meta-AMD MI450 AI chip deal
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Meta Platforms agreed to buy AMD’s MI450 artificial-intelligence chips under a 6-gigawatt agreement that includes an opportunity to buy up to a 10% stake in AMD, with shipments supporting the first-gigawatt deployment set to start in the second half of this year.
Why Now
Meta Platforms will purchase AMD’s MI450 AI chips to power its data centres. The agreement is described as a 6-gigawatt deal. Shipments supporting the first gigawatt deployment are set to start during the second half of this year. The agreement gives Meta the opportunity to buy up to a 10% stake in AMD. The excerpt states the agreement could potentially be worth more than $100 billion. The report notes the AMD deal comes days after Meta announced a long-term partnership to use millions of chips and other equipment from Nvidia for its AI data centres.
Impact
- • Meta has a confirmed 6-gigawatt MI450 chip procurement agreement with AMD.
- • The deal includes an opportunity for Meta to buy up to a 10% stake in AMD.
- • Shipments supporting the first 1-gigawatt deployment are set for H2 this year.
Who Recalculates
- • Hyperscale AI data-centre operators
- • AI chip manufacturers
- • Data-centre infrastructure procurement teams
Source
Topics
Technology & Innovation Artificial Intelligence Cloud & Data Semiconductors