Just a week after announcing the purchase of millions of chips from NVIDIA, social media giant Meta has made another move, signing a multi-year deal worth over $100 billion with chip giant AMD. This move not only sets a new record in the AI chip market but also marks a critical step for Meta in building a diversified computing power moat.

According to the agreement, Meta will purchase up to 6 gigawatts (GW) of AI computing power from AMD. Although the specific product models are not disclosed, it is widely speculated that AMD's latest MI450 GPU and Helios architecture will become the core of Meta's next-generation AI infrastructure. The first customized and optimized chips are expected to start delivery later this year, mainly to support Meta's infrastructure expansion in the field of generative AI.

AIbase learned that the most remarkable aspect of this deal lies in its deep "financial leverage." As part of the agreement, Meta has the right to obtain up to 10% of AMD's stock warrants based on the actual shipment volume of GPUs and the achievement of financial goals. This deep collaboration model was previously seen in the agreement between OpenAI and AMD, aiming to ensure supply chain stability and align interests closely.

AMD CEO Lisa Su said this represents one of the largest AI deployments in the industry and places AMD at the center stage of global AI computing construction. For Meta, founder Mark Zuckerberg is striving to deploy "tens of gigawatts" of computing power within this decade. This move aims to reduce excessive reliance on a single supplier, ensuring its vast social empire maintains a leading position in the AI competition through diversified computing resources.

Summary:

  • 💰 Trillion-Dollar Order: Meta signed a multi-year supply agreement with AMD worth over $100 billion, aimed at acquiring 6 gigawatts of AI computing power.

  • 📈 Deeply Embedded Equity Incentives: The agreement includes performance-based stock warrants, and if the delivery targets are met, Meta could hold up to 10% of AMD's shares.

  • ⚔️ Breaking the Computing Power Monopoly: After purchasing a large number of NVIDIA chips, Meta is actively introducing AMD MI450 series GPUs to achieve diversification of AI infrastructure.