Lisa Su

Meta announces up to $100 billion multiyear chip purchase deal with AMD, receiving 160 million warrant shares, to diversify away from Nvidia dependency and support AI inference and agentic AI scaling.

“AMD CEO discussing the CPU market's growth driven by AI infrastructure deployments and agentic AI scaling.”

Meta and AMD announce multi-year partnership to deploy up to 6GW of AMD Instinct GPUs for Meta's AI infrastructure, with first GPU shipments beginning in H2 2026 on Helios rack-scale architecture.

“AMD Chair and CEO expressing pride in expanding strategic partnership with Meta for AI infrastructure.”

OpenAI and AMD announced a 6 gigawatt multi-year, multi-generation compute partnership, with initial 1 gigawatt AMD Instinct MI450 deployment beginning in H2 2026, including warrants for up to 160 million AMD shares vesting on milestone achievements.

“AMD Chair and CEO announcing the partnership and expressing enthusiasm for the compute collaboration.”

“Unveiled AMD's Helion rack at OCP Global Summit, positioning 32,768-core system as unit of agentic-AI buying rather than single chip.”

“AMD CEO acquiring Fei-Fei Li's World Labs for $8.2 billion to gain access to world-class AI talent.”

“AMD CEO who led the $8.2B acquisition of World Labs and was an early investor in the company.”

“AMD CEO to whom Fei-Fei Li reports following World Labs acquisition.”

“Said AMD is making good progress with commercial AI PCs; expects gaming revenue to drop 20% in H2 2026”

“Quoted expressing enthusiasm about deepening partnership with Anthropic and deploying AMD Helios at gigawatt scale.”

“CEO of AMD announcing next-generation AI infrastructure and chips at Advancing AI 2026 conference.”

“AMD CEO announcing strategic partnership with Anthropic to deploy up to 2 gigawatts of AMD accelerators and a $5 billion equity investment.”

“AMD's CEO stated that AI inference is becoming one of the largest infrastructure opportunities and announced a partnership with Cerebras on disaggregated inference.”

Oracle will deploy 50,000 AMD Instinct MI450 chips starting in 2026, signaling a broader shift in enterprise cloud toward diversifying AI chip suppliers away from Nvidia's market dominance.

“Announced AMD's Instinct MI450 chips with Sam Altman and is leading AMD's AI chip development.”

AMD signed a multi-billion dollar chip deal with OpenAI, triggering a stock market rally.

“AMD CEO whose company signed multi-billion dollar deal with OpenAI for AI infrastructure.”

OpenAI and AMD reached a strategic deal valued at billions where OpenAI will deploy 6 gigawatts of AMD Instinct GPUs and can acquire up to 10% stake in AMD, with stock surging 23% on the announcement.

“Announced AMD's multi-billion dollar deal with OpenAI for GPU deployment and discussed AI's 10-year growth path.”