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AMD deepens partnership with Meta to expand AI infrastructure
The expanded deal adds Helios systems, EPYC processors, model support and a $1 billion equity investment to an already massive chip agreement
AMD and Meta are tightening a relationship that was already one of the largest chip deals in tech. The two companies have expanded their AI partnership to cover Helios systems, EPYC processors, model support and a $1 billion equity investment.
The centerpiece is Muse, Meta’s personal AI agent.
What the expanded deal covers
The new layers sit on top of a multi-year agreement the companies announced on February 24, 2026. That original pact covers up to 6 gigawatts of AMD Instinct GPUs and sixth-generation EPYC “Venice” CPUs.
Delivery runs through Helios, AMD’s rack-scale platform. Each Helios rack can pack up to 72 Instinct MI455X GPUs alongside EPYC CPUs.
On paper, a single rack delivers up to 2.9 exaFLOPS of FP4 performance and 31 TB of HBM4 memory.
The first shipment of customized designs based on the MI450 is expected in the second half of 2026.
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Meta holds performance-based warrants for up to 160 million AMD shares. Those warrants are contingent on shipment milestones, which gives Meta a financial stake in AMD actually showing up with the hardware.
Why Muse runs on CPUs, not just GPUs
Muse launched on September 8, 2026. Unlike the GPU-heavy setups behind most AI chatbots, Muse operates inside CPU-only secure virtual machines running on EPYC Turin processors.
Each user gets an isolated environment. That design keeps one person’s agent activity walled off from everyone else’s.
Meta has already deployed millions of EPYC CPUs over the years.
The money behind the machines
The partnership is unfolding against a broader fundraising push by Meta. In late October 2026, Meta announced plans for a $95 billion equity raise to finance its AI initiatives.
AMD, Nvidia and Broadcom have expressed interest in buying shares as part of that raise, worth up to $5 billion collectively. Nvidia is also separately committing $3 billion toward its own partnership with Meta for Muse.
Markets noticed. AMD’s stock briefly pushed its market capitalization past $1 trillion following the Muse launch and reports of usage exceeding 500,000 daily users.