AMD & Meta expand AI partnership with Helios systems
Wed, 28th Oct 2026 (Today)
AMD and Meta have expanded their strategic partnership across chips, systems, networking and software, with AMD's Helios rack-scale systems now running at Meta.
The work also includes support for Meta's AI models and infrastructure.
Under the arrangement, AMD's EPYC processors support the computing environments behind Meta's Muse AI agent, while AMD Instinct GPUs are used in Meta production systems for training, ranking and recommendation workloads. Meta has also installed initial Helios rack-scale systems for testing ahead of a wider deployment.
Meta has deployed millions of EPYC processors across multiple generations and is a lead customer for AMD's sixth-generation EPYC CPUs. The two companies are also working on future processor generations, including a platform referred to as Verano.
On the graphics side, Meta is described as an early definition customer for AMD's Instinct MI450 architecture. It will also deploy a custom Instinct GPU tailored to its workloads, while collaboration between the companies is feeding into future platforms, including the Instinct MI500 series and later rack-scale systems.
The partnership also extends into software. AMD has worked with Meta on ROCm through PyTorch so developers can use AMD GPUs from the outset. It also delivered Day-0 support for Meta's Muse Spark Open models on AMD Instinct GPUs, and for Muse Glimmer on AMD Ryzen AI PCs and AMD Radeon GPUs.
Beyond model support, the companies have worked together on large-scale AI training and on optimising recommendation models on AMD Instinct MI350X GPUs. The work has also included contributions to PyTorch, Triton and ROCm for broader developer use.
A financial element accompanies the engineering tie-up: AMD will invest USD $1 billion in Meta's equity offering.
Scale of build-out
The announcement offers a clearer view of how Meta is spreading its AI infrastructure across multiple layers of hardware and software as it expands the computing base behind its frontier models and consumer services. It also underlines AMD's push to secure a bigger role in the data centres of the world's largest AI spenders.
Meta has been investing heavily in the infrastructure needed to train and run large AI models, and the latest arrangement shows it is using AMD technology not only for general server compute but also for AI acceleration, networking and full-system design. The two companies have aligned product roadmaps and engineering decisions around both current and future Meta workloads.
That alignment reflects a broader industry shift, as major cloud and platform companies seek closer influence over chip design and system architecture. For suppliers such as AMD, those ties can create long-term demand, but they also require significant co-design work and software support.
AMD framed the relationship with Meta as the product of several years of technical collaboration spanning EPYC processors, Instinct GPUs, Pensando networking and ROCm software. The partnership has now moved into integrated AI systems designed for deployment at gigawatt scale.
"Meta is a strategic partner for AMD, and we have built this partnership through years of deep technical collaboration - from EPYC processors powering Meta's infrastructure to Instinct GPUs and open software supporting its AI workloads," said Lisa Su, Chair and CEO, AMD. "With Helios now running at Meta, we are taking that partnership to a new scale in the superintelligence era. Together, we are building and deploying infrastructure at gigawatt scale and shaping future generations of silicon, software and systems to enable Meta's most ambitious superintelligence models and services."
Meta linked the partnership to the computing demands of its most advanced AI efforts.
"AMD has been a key partner in building out the compute that's running our frontier models," said Mark Zuckerberg, Founder and CEO, Meta. "We're making big investments in the computing power that will enable us to bring personal superintelligence to everyone, and AMD plays an important role in that."