Meta Platforms has secured two major AI chip partnerships within one week, deploying billions of dollars worth of infrastructure from both AMD and NVIDIA. The social media company announced a deal with AMD on February 24, 2026, to deploy up to 6 gigawatts of Instinct GPUs using the Helios rack-scale architecture, with initial MI450 shipments beginning in the second half of 2026.
One week earlier, on February 17, 2026, Meta expanded its partnership with NVIDIA to deploy millions of Blackwell and Rubin GPUs alongside Grace and Vera CPUs. Both deals support Meta’s $115-135 billion capital expenditure budget for 2026, funding 30 planned data centers with 26 facilities in the United States. The dual-vendor strategy addresses compute constraints while Meta builds infrastructure for what CEO Mark Zuckerberg calls “personal superintelligence.”
These partnerships reflect the AI industry’s infrastructure arms race. NVIDIA maintains approximately 90% market share in AI accelerators with a $4.6 trillion valuation, while AMD at $320 billion positions itself as a second viable supplier through customized solutions. Industry analyst Ben Bajarin estimates the AMD agreement at tens of billions of dollars over four years, as deploying 6 gigawatts of capacity requires substantial time and investment. Similar deployments are happening across the tech sector, with AI development accelerating and infrastructure spending reaching unprecedented levels.
Meta’s Dual AI Chip Strategy: AMD and NVIDIA Partnerships
Meta secures massive chip deals with both AMD and NVIDIA within a week, deploying millions of GPUs for AI infrastructure expansion
Two Major AI Chip Partnerships
Custom MI450 GPUs in Helios rack-scale servers with 6th Gen EPYC CPUs starting second half 2026
Built on Open Compute Project architecture
Blackwell and Rubin GPUs with Grace CPUs and Vera processors
Spectrum-X Ethernet networking included
Partnership By The Numbers
Deal Timeline and Key Developments
AI Chip Market Valuation Comparison
Strategic Implications
The partnerships between Meta, AMD, and NVIDIA were discussed, covering deployment timelines, infrastructure specifications, and investment amounts. The AMD agreement involves up to 6 gigawatts of custom MI450-based GPUs in Helios systems with shipments beginning second half 2026. The NVIDIA partnership includes millions of Blackwell and Rubin GPUs with Grace CPUs and Spectrum-X networking.
Financial commitments were outlined, with Meta’s $115-135 billion 2026 capital expenditure range supporting 30 data centers. Market positions were noted, with NVIDIA holding approximately 90% AI chip market share at $4.6 trillion valuation and AMD at $320 billion. Technical details covered custom GPU architectures, rack-scale platforms, and processor generations from both vendors.
The coverage included analyst estimates placing the AMD deal at tens of billions over four years, performance-based share warrants, and strategic supply diversification. Additional context included the October 2025 OpenAI-AMD partnership and NVIDIA’s earnings expectations for February 25, 2026. Related developments in gaming industry changes, consumer hardware launches, mobile technology updates, and cloud infrastructure incidents were referenced for broader technology sector context.
