Advanced Micro Devices (AMD) has secured one of the largest long-term AI chip agreements in the industry, marking a significant shift in the competitive landscape long dominated by NVIDIA.
The deal deepens AMD’s partnership with Meta Platforms, which is accelerating efforts to diversify its AI compute stack. At the core are MI450 accelerators and custom CPUs optimised for large-scale inference workloads critical as Meta scales generative AI across products and platforms.
This momentum builds on AMD’s earlier traction with OpenAI, landing at a time when AI infrastructure spending is surging across Alphabet Inc., Microsoft, and Amazon.
Strategically, this signals a structural shift: hyperscalers are actively reducing reliance on a single chip supplier, reshaping bargaining power and supply-chain dynamics in AI hardware.
Overall, this could mark the beginning of a more competitive AI silicon era where performance, pricing leverage, and ecosystem integration determine whether the market truly moves beyond one dominant player.
 has secured one of the largest long-term AI chip agreements in the industry, marking a significant shift in the competitive landscape long dominated by NVIDIA.){kind=link}