Meta and AMD announced a major expansion of their strategic partnership, committing to deploy 6 gigawatts of AMD GPU infrastructure for AI workloads, diversifying Meta's compute stack just days after pledging millions of Nvidia GPUs.
Meta announced a multiyear agreement to purchase up to $100 billion worth of AMD MI540 GPUs and CPUs, issuing AMD a performance-based warrant for up to 160 million shares as part of its AI infrastructure push.
Nvidia is set to launch its own AI-optimized system-on-chip processors for laptops, partnering with Intel and MediaTek to enter the PC silicon market and directly challenge AMD and Intel's dominance in consumer computing.
AMD's Q4 2025 results show $390M from China-specific MI308 AI chips as total revenue reaches $10.3B, up 34% year-over-year amid export uncertainties.
