Meta and AMD Announce Major AI Chip Supply Deal

Meta has secured a multibillion-dollar deal with AMD for AI chips, including a potential stake purchase, as part of its AI infrastructure buildout and efforts to diversify away from Nvidia. The agreement includes AMD's Helios rack-scale system and a 6-gigawatt GPU deal.

24 Feb, 12:00 — 24 Feb, 13:25

High (63/100)

5 sourcesModerate spread3 regions

Post Share

Why this matters

This deal signifies Meta's aggressive investment in AI infrastructure and its strategy to diversify its supply chain for crucial AI chips, reducing reliance on a single vendor like Nvidia. It intensifies competition in the rapidly growing AI hardware market, potentially leading to innovation and more competitive pricing for other tech giants seeking to build out their AI capabilities.

Perspective Analysis

AI-generated comparison of how 5 sources cover this story

All sources report on Meta's significant deal to purchase AI chips from AMD, with some highlighting the deal's substantial value and Meta's strategic move to diversify its chip suppliers away from Nvidia. Coverage is largely aligned on the core event, but specific details regarding the deal's exact value and the broader strategic implications vary across outlets.

Political spectrum

LeftCenterRight

yahoo

business-insider

cnbc

il-sole-24-ore

Outlet rating This story

SourceOutletiGeneral editorial lean of the outletStoryiHow they covered this specific storyTone

Yahoocenter-leftcenter-leftneutralfactual reporting on corporate transactions

Business Insidercenter-leftcenter-leftoptimisticemphasizes 'blockbuster' nature of deal

cnbccentercenter-leftanalyticalhighlights competitive market dynamics

Coverage leans: center-left

The coverage leans slightly center-left, primarily due to the known biases of Yahoo, Business Insider, and CNBC, while FT and Il Sole 24 Ore maintain a more neutral or market-focused stance.

What sources agree on

Meta has agreed to a deal to purchase AI chips from AMD.
The deal is significant in scale, described as major or blockbuster.
This deal follows a recent agreement between Meta and Nvidia for AI chips.

Where they diverge

deal valuation

Yahooil-sole-24-ore

The deal is explicitly valued at up to or over $100 billion.

Business InsiderFTcnbc

The deal is described as 'blockbuster' or 'multibillion-dollar' without specifying an exact figure.

strategic context of the deal

FTcnbc

The deal is framed within Meta's strategy to diversify away from Nvidia and increase competition in the AI chip market.

Yahooil-sole-24-oreBusiness Insider

The deal is reported as a major purchase, with the Nvidia deal mentioned as a separate, prior event rather than a direct strategic counterpoint.

Key claims3 agreed · 3 unverified

✓

Meta has agreed to buy AI chips from AMD.

agreed·Yahooil-sole-24-oreBusiness InsiderFTcnbc

✓

The deal between Meta and AMD is worth up to $100 billion.

agreed·Yahooil-sole-24-ore

Coverage gaps

Meta agreed to buy 6 gigawatts' worth of AMD's AI chips.

ReportedBusiness Insider

MissingYahooil-sole-24-oreFT+1

The arrangement includes a potential stake purchase.

ReportedFT

MissingYahooil-sole-24-oreBusiness Insider+1

AMD has secured Meta as a customer for its Helios rack-scale system.

Reportedcnbc

MissingYahooil-sole-24-ore

Perspective Analysis

Comparing sources…

How outlets covered this

Left-leaning

No articles

Meta and AMD just announced another blockbuster chip deal

Meta agrees multibillion-dollar chip deal with AMD

cnbc

Meta strikes AI chip deal with AMD days after committing to deploy millions of Nvidia GPUs

Right-leaning

No articles

Key entities

Metamajor buyer of AI chips AMDsupplier of AI chips Nvidiacompetitor and previous supplier of AI chips Lisa SuCEO of AMD

Coverage Timeline

First report: cnbc · 24 Feb, 12:00|Full coverage: All 5 sources within 1h|Window: 1h

Left-leaningCenterRight-leaning

cnbc24 Feb, 12:00First to report

Meta strikes AI chip deal with AMD days after committing to deploy millions of Nvidia GPUs

FT24 Feb, 12:00

Meta agrees multibillion-dollar chip deal with AMD

Business Insider24 Feb, 12:24

Meta and AMD just announced another blockbuster chip deal

il-sole-24-ore24 Feb, 13:06

Ai, Meta sigla un accordo con Amd dal valore di oltre 100 miliardi di dollari

Yahoo24 Feb, 13:25Latest update

Facebook owner Meta to buy AI chips from AMD in deal worth up to $100 billion

Read at source (5 outlets)

Yahoo2h ago

Facebook owner Meta to buy AI chips from AMD in deal worth up to $100 billion

Read full article →

il-sole-24-ore2h ago

Ai, Meta sigla un accordo con Amd dal valore di oltre 100 miliardi di dollari

Read full article →

Business Insider3h ago

Meta and AMD just announced another blockbuster chip deal

AMD CEO Lisa Su. Caroline Brehman / AFP via Getty Images Meta has agreed to buy 6 gigawatts' worth of AMD's AI chips. It comes after Meta recently agreed to a separate chip deal with Nvidia. AMD has also been striking deals with Big Tech companies. Meta has agreed to buy 6 gigawatts' worth of AMD's artificial intelligence chips, the companies said on Tuesday. The social network giant, which just doubled down on its partnership with Nvidia, said it was entering a multi-year agreement with AM...

Read full article →

FT3h ago

Meta agrees multibillion-dollar chip deal with AMD

Social media group’s arrangement includes potential stake purchase as Big Tech seeks to diversify away from Nvidia

Read full article →

cnbc3h ago

Meta strikes AI chip deal with AMD days after committing to deploy millions of Nvidia GPUs

AMD has secured Meta as a customer for its Helios rack-scale system, as Nvidia's Blackwell faces heightened competition.

Read full article →

Meta and AMD Announce Major AI Chip Supply Deal

Why this matters

Perspective Analysis

Political spectrum

What sources agree on

Where they diverge

Key claims3 agreed · 3 unverified

Coverage gaps

Perspective Analysis

How outlets covered this

Left-leaning

Center

Facebook owner Meta to buy AI chips from AMD in deal worth up to $100 billion

Ai, Meta sigla un accordo con Amd dal valore di oltre 100 miliardi di dollari

Meta and AMD just announced another blockbuster chip deal

Meta agrees multibillion-dollar chip deal with AMD

Meta strikes AI chip deal with AMD days after committing to deploy millions of Nvidia GPUs

Right-leaning

Key entities

Coverage Timeline

Meta strikes AI chip deal with AMD days after committing to deploy millions of Nvidia GPUs

Meta agrees multibillion-dollar chip deal with AMD

Meta and AMD just announced another blockbuster chip deal

Ai, Meta sigla un accordo con Amd dal valore di oltre 100 miliardi di dollari

Facebook owner Meta to buy AI chips from AMD in deal worth up to $100 billion

Read at source (5 outlets)

Facebook owner Meta to buy AI chips from AMD in deal worth up to $100 billion

Ai, Meta sigla un accordo con Amd dal valore di oltre 100 miliardi di dollari

Meta and AMD just announced another blockbuster chip deal

Meta agrees multibillion-dollar chip deal with AMD

Meta strikes AI chip deal with AMD days after committing to deploy millions of Nvidia GPUs

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Why this matters

Key entities

Perspective Analysis

Political spectrum

What sources agree on

Where they diverge

Key claims3 agreed · 3 unverified

Coverage gaps

Coverage matrix