AMD said on October 27 that it will invest $1 billion in Meta's equity offering, and that its Helios rack-scale systems are now running at Meta. The AMD release also says AMD EPYC processors power Meta's Muse AI agent. It came out the same day as NVIDIA's $3 billion commitment to the same stock sale. Together, CNBC reports, the two chipmakers "will invest a total of $4 billion in Meta."
What AMD announced
The release lists five items under "AMD Powering Meta Infrastructure, Today":
- Helios racks. "Initial AMD Helios rackscale systems are installed and being tested by Meta on the path to a broader deployment in the near future."
- CPUs for Muse. EPYC processors "support the dedicated computing environments behind Meta's Muse personal AI agent." Meta "has deployed millions of EPYC processors across multiple generations" and is a lead customer for 6th Gen EPYC CPUs. The two companies are also working on future generations, including "Verano."
- A custom GPU. Instinct GPUs are "currently used in production in Meta's infrastructure for training, ranking and recommendation engines." Meta was an early definition customer for the Instinct MI450 architecture, "and it will deploy a custom AMD Instinct GPU that is optimized for its workloads." The work also informs future AMD platforms, including Instinct MI500 series GPUs.
- Software. Day-0 support for Muse Spark Open on Instinct GPUs and for Muse Glimmer on Ryzen AI PCs and Radeon GPUs.
- Training. The software work now covers large-scale training, optimizing recommendation models on Instinct MI350X GPUs.
The last line of the release carries the money: "In addition, AMD will invest $1 billion in Meta's equity offering."
AMD's release gives no unit counts, no new gigawatt figure and no contract value. "Installed and being tested" is its own status for Helios, and the broader rollout is listed among its forward-looking statements.
What a Helios rack is
Helios is AMD's rack-scale system. A same-day Oracle Cloud Infrastructure blog post, written for OCI customers rather than Meta, describes the platform: it "integrates 72 AMD Instinct MI455X GPUs across 18 four-GPU compute trays," along with 6th Gen EPYC "Venice" CPUs, Pensando networking and ROCm software. Across a full 72-GPU rack, Oracle says Helios provides "up to 31 TB of HBM4 memory and up to 1.7 PB/s of aggregate peak memory bandwidth."
That is the configuration Oracle describes. For Meta, AMD's February deal release said the first deployment uses "a custom AMD Instinct GPU based on the MI450 architecture."
The February deal behind it
On February 24, AMD and Meta announced a deal "to deploy up to 6 gigawatts of AMD Instinct GPUs" across multiple generations. That release said:
- Shipments for the first gigawatt were "scheduled to begin in the second half of 2026," using the custom MI450-based GPU and 6th Gen EPYC "Venice" CPUs on the Helios rack-scale architecture.
- Helios "was developed jointly by AMD and Meta through the Open Compute Project."
- AMD issued Meta "a performance-based warrant for up to 160 million shares of AMD common stock." The first tranche vests with the initial 1 gigawatt of shipments, and more tranches vest "as Meta's purchases scale to 6 gigawatts."
So the money now runs both ways: Meta can earn AMD shares as it buys AMD GPUs, and AMD will buy $1 billion of Meta stock. The new release does not mention the warrant or the 6 gigawatt figure, and it does not say whether Helios racks now at Meta are part of the first gigawatt.
Where the $1 billion goes
On October 26, Meta launched its stock offerings and named NVIDIA, AMD and Broadcom as "Cornerstone Investors" that had "indicated an interest in purchasing up to an aggregate of $5.0 billion" of Class A common stock. Meta said those indications were "not binding agreements or commitments to purchase." Meta then priced the offerings, with the Class A common stock "upsized to $25.0 billion" at $625.00 per share. Our explainer on Meta's plan to raise up to $95B has the full structure.
NVIDIA's $3 billion plus AMD's $1 billion comes to $4 billion of the up to $5.0 billion indication. AMD's release does not say which of Meta's offerings it will buy into.
Why it matters
Meta is buying from both GPU makers at once. NVIDIA's release says Meta intends to expand its deployment of Vera Rubin and Vera CPUs. AMD's says Helios is running at Meta and EPYC powers Muse. When the February deal was signed, Mark Zuckerberg called it "an important step for Meta as we diversify our compute."
Chipmakers keep funding their customers. CNBC notes that AMD said in July it would make an equity investment of up to $5 billion in Anthropic, and that AMD "has been involved in 25 funding rounds in 2026, up from just two in 2022." Per CNBC, AMD was up 3% on Tuesday, NVIDIA stayed flat and Meta was down 1%.
What to watch
- When AMD says the broader Helios deployment at Meta starts, and at what scale.
- Whether AMD ties the Helios racks to the first gigawatt and the first warrant tranche.
- Whether Broadcom says what it bought in Meta's offering.
Sources
- AMD Newsroom: AMD, Meta Advance Strategic Partnership to Power Meta's Infrastructure
- AMD Investor Relations: AMD and Meta Announce Expanded Strategic Partnership to Deploy 6 Gigawatts of AMD GPUs (Feb. 24, 2026)
- CNBC: Nvidia, AMD to invest $4 billion in Meta
- NVIDIA Newsroom: NVIDIA and Meta to Expand Collaboration on Muse and Muse Family of Models Amid Robust Growth
- Oracle Cloud Infrastructure blog: Oracle Cloud Infrastructure and AMD Helios Build an Open Foundation for AI at Scale
- Meta Investor Relations: Meta Announces Launch of Offering of Depositary Shares and Offering of Class A Common Stock
- Meta (PR Newswire): Meta Announces Pricing of Offering of Depositary Shares and Offering of Class A Common Stock
