META

“$AMD and $META announced a multi-year deal to deploy up to 6GW of AMD Instinct GPUs for Meta’s AI infra. First 1GW ships in 2H26 using a custom MI450-based GPU plus “Venice” EPYC. Meta also gets a performance warrant for up to 160M $AMD shares tied to shipment milestones. https://t.co/6YPltDC9Ex”