AMD (AMD) Partnership summary

Opening remarks and agenda

• The call announced an expanded multi-year, multi-generation partnership to deploy up to 6 gigawatts of GPUs for AI infrastructure, with key executives present and a focus on financial implications.

• The collaboration is significant for scaling AI and diversifying compute resources.

Objectives of the partnership

• The agreement aims to expand a strategic partnership through a multi-year, multi-generation deal, positioning the partner at the core of next-generation AI infrastructure.

• The partnership is designed to deliver high-performance, energy-efficient compute for a broad range of AI workloads and accelerate AI model development.

• Alignment of silicon, systems, and software roadmaps for purpose-built AI solutions.

Partner introductions and roles

• Meta is a lead customer for 6th Gen EPYC CPUs, codenamed “Venice” and “Verano,” with workload-specific optimizations, and has deployed millions of CPUs and hundreds of megawatts of GPUs.

• AMD provides custom Instinct GPUs and EPYC CPUs, with Meta deploying these at global scale.