Lisa Su

Meta announces up to $100 billion multiyear chip purchase deal with AMD, receiving 160 million warrant shares, to diversify away from Nvidia dependency and support AI inference and agentic AI scaling.

“AMD CEO discussing the CPU market's growth driven by AI infrastructure deployments and agentic AI scaling.”

Meta and AMD announce multi-year partnership to deploy up to 6GW of AMD Instinct GPUs for Meta's AI infrastructure, with first GPU shipments beginning in H2 2026 on Helios rack-scale architecture.

“AMD Chair and CEO expressing pride in expanding strategic partnership with Meta for AI infrastructure.”

OpenAI and AMD announced a 6 gigawatt multi-year, multi-generation compute partnership, with initial 1 gigawatt AMD Instinct MI450 deployment beginning in H2 2026, including warrants for up to 160 million AMD shares vesting on milestone achievements.

“AMD Chair and CEO announcing the partnership and expressing enthusiasm for the compute collaboration.”

Oracle will deploy 50,000 AMD Instinct MI450 chips starting in 2026, signaling a broader shift in enterprise cloud toward diversifying AI chip suppliers away from Nvidia's market dominance.

“Announced AMD's Instinct MI450 chips with Sam Altman and is leading AMD's AI chip development.”

OpenAI and AMD reached a strategic deal valued at billions where OpenAI will deploy 6 gigawatts of AMD Instinct GPUs and can acquire up to 10% stake in AMD, with stock surging 23% on the announcement.

“Announced AMD's multi-billion dollar deal with OpenAI for GPU deployment and discussed AI's 10-year growth path.”