AMD & Meta: 6GW Mega-Deal

On February 24, 2026, AMD and Meta announced a strategic partnership that will reshape the AI hardware market. Meta will deploy AMD accelerator clusters with a total power consumption of 6 gigawatts. Shipments will start in the second half of 2026.

The numbers are colossal. This is not just supply chain diversification on Mark Zuckerberg's part; it is a direct declaration of war against Nvidia's dominance. Meta is betting on open ecosystems and alternative silicon to reduce CapEx for training the next generations of Llama.

Source: AMD Press Release