Meta strikes agreements with Nvidia and AMD for AI chips and equipment

Supply Agreement Data Center announced Mar 5, 2026

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Meta Platforms has struck massive agreements with Nvidia and Advanced Micro Devices for chips and equipment to power AI workloads.

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Counterparts (3)

Buyer

Meta Platforms

company

Meta Platforms is a global technology company focused on building technologies that help people connect. Its infrastructure strategy is primarily driven by the massive energy and data demands of its global data centers, leading to significant investments in renewable energy procurement (PPAs) and the development of large-scale data center campuses worldwide to support its operations.

supplier

NVIDIA

company · 5 deals

NVIDIA is a technology company specializing in accelerated computing, particularly in AI and digital twins. Their technologies are used across various industries, including automotive, healthcare, and manufacturing, with a focus on enabling sustainable computing through energy-efficient solutions.

Advanced Micro Devices

company

Advanced Micro Devices (AMD) is a global semiconductor company that designs and produces high-performance CPUs, GPUs, and adaptive computing solutions. In the infrastructure industry, AMD's technology is critical for powering data centers, cloud computing platforms, high-performance computing (HPC) systems, and artificial intelligence (AI) infrastructure, providing the foundational processing power for digital services worldwide.

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Deal Analysis

Meta Platforms, with its infrastructure strategy driven by immense energy and data demands, has secured supply agreements for AI chips and equipment. Nvidia, specializing in accelerated computing for AI, and AMD, a provider of high-performance GPUs and adaptive computing solutions, will equip Meta's data centers. This move ensures the global technology company can power its extensive AI workloads, critical for its core mission to connect people. The agreements, announced March 5, 2026, underline Meta's commitment to scaling its AI capabilities.

Meta Platforms secures AI chips from two major suppliers.
Nvidia and AMD providing equipment for data center AI workloads.
Value of the supply agreements remains undisclosed.
Deal announced March 5, 2026.

Source Intelligence

KEY DETAILS

Meta is advancing its AI ambitions with plans to develop custom chips for training models. The company expects to expand its custom silicon use over time, including eventually to training AI models. Meta is one of the biggest operators of data centers used to train and run AI models. The company is buying different types of chips to handle different types of tasks, with custom silicon being a big part of that strategy. Quote: "Meta is advancing its AI ambitions with plans to develop custom chips for training models, alongside major deals with Nvidia and AMD.", "But we expect and are hopeful that we are going to expand that over time, including eventually to training AI models.", "While not a cloud computing provider, Meta is one of the biggest operators of data centers used to train and run AI models.", "Based on what we know today and our current needs, what do we think is the best chip to use for each of these use cases? Custom silicon is a big part of that."

PARTIES MENTIONED IN SOURCE

Meta Platforms buyer

"Meta Platforms, which recently reached major deals with top chipmakers, still has ambitions for its own custom silicon"

Nvidia seller

"In the past few weeks, it has struck massive agreements with market leader Nvidia and rival Advanced Micro Devices for the chips and equipment that power AI workloads."

Advanced Micro Devices seller

"In the past few weeks, it has struck massive agreements with market leader Nvidia and rival Advanced Micro Devices for the chips and equipment that power AI workloads."

medium quality Enriched Mar 9, 2026

Timeline

Announced

Mar 5, 2026

Signed

Closed

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Source

www.datacenterknowledge.com

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