AMD wants a stronger position in the next phase of AI. Fei-Fei Li’s World Labs needs room to pursue expensive research while the market for world models takes shape. Their proposed deal brings those ambitions together.
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AMD has launched its first factory-integrated AI rack system, combining 72 Instinct `MI455X` GPUs with 18 sixth-generation `EPYC` processors. AMD says MI455X GPUs are in production, while customer rack deployments are planned over late 2026 and 2027.
Meta has signed a multi-year infrastructure agreement with AMD to support its AI infrastructure with up to 6 gigawatts of AMD Instinct GPUs, aiming to start physical deliveries in the second half of 2026.