PYMNTS.com·2026-02-24 15:16Core Insights - Meta has signed a multi-year agreement with AMD to supply up to 6GW of Instinct GPUs to support its AI models, emphasizing the need for scalable compute power for AI workloads [2] - The partnership is part of Meta's initiative to massively scale its infrastructure for the "personal superintelligence" era, integrating hardware from various partners with its MTIA silicon program [2] - AMD's CEO highlighted the strategic nature of the partnership, which aims to deliver high-performance, energy-efficient infrastructure optimized for Meta's AI workloads [7] Partnership Details - The agreement includes a performance-based warrant allowing Meta to acquire 160 million shares of AMD [7] - This collaboration builds on an existing relationship and aligns both companies' roadmaps to accelerate one of the industry's largest AI deployments [7] Competitive Landscape - The agreement follows a recent multi-year AI infrastructure pact between Meta and Nvidia, aimed at supporting AI training and inference data centers [8] - Meta is also testing a standalone mobile app for Vibes, an AI-generated short-video feed, indicating a shift towards AI-generated content as a core engagement driver [10][11] - The move to separate Vibes into its own app reflects Meta's strategy to explore AI-generated content as a dedicated social experience rather than just a feature within larger products [10]