AMD Says Meta Is Testing Helios Systems

Advanced Micro Devices said initial Helios rack-scale systems have been installed at Meta and are being tested, as the companies expand their artificial intelligence partnership and AMD plans to invest $1 billion in Meta’s equity offering. AMD said the systems are an early step toward broader deployment. It did not provide a system count or a schedule for wider use, and the installations do not establish that the full infrastructure plan is operational. The investment is a stated intention, not a confirmed completed purchase. The latest progress builds on an agreement announced in February covering up to 6 gigawatts of AMD Instinct GPU deployments. The companies have described work on custom hardware and AMD’s Helios rack-scale platform. The February arrangement also included a performance-based warrant allowing Meta to purchase up to 160 million AMD shares, subject to milestones and other conditions. That warrant is separate from AMD’s planned investment in Meta. AMD said Meta has deployed millions of its EPYC processors across multiple generations and uses Instinct GPUs in production for AI training, ranking and recommendation workloads. AMD also said its processors support...