Yes, according to reports from Investor's Business Daily (IBD) and other sources, Meta Platforms (META) is a significant customer of Advanced Micro Devices (AMD), using their chips to power their data centers and AI infrastructure.
Here are the key details regarding this partnership:
- Data Center Partnership: Meta has utilized AMD's data center chips, including EPYC processors, to power their servers, transitioning away from Intel.
- AI Infrastructure: AMD and Meta are collaborating to build "Metaverse-ready" technology, with AMD supplying chips for Meta's AI workloads.
- Alternative to Nvidia: Meta uses AMD as a secondary, "alternative source" for chips alongside its primary partnership with Nvidia to mitigate supply constraints.
- Recent Developments: Reports in early 2026 indicated that while Meta expanded its AI deal with Nvidia, AMD remained a key partner, with their stock often reacting to news regarding Meta's infrastructure choices.
In summary, Meta is a major, ongoing customer for AMD’s data center and AI chips.
No comments:
Post a Comment