Timeline
Meta and BlackRock invest $14B in Texas AI data center with 1GW capacity
AMD and Cerebras launched disaggregated inference platform at Advancing AI 2026
AMD and Anthropic announce strategic partnership to deploy up to 2GW of MI450 GPUs
Meta develops custom AMD MI400 half-size chip targeting recsys workloads
Off-balance-sheet debt tied to AI infrastructure leases reaches $1.65 trillion across five tech giants, an eightfold increase in four years.
Meta expands Hyperion supercluster from 2GW to 5GW, pushing Louisiana investment past $50B
Beijing forced Meta to unwind its $2B Manus acquisition
Meta released Muse Spark 1.1 for agentic coding tasks
AMD provides $3.6M MI355X cluster access to vLLM and SGLang maintainers
Launched PCIe-based GPU for AI workloads targeting existing servers
Ecosystem
AMD
Meta
Evidence (6 articles)
Meta Custom AMD MI400 Half-Size Chip Targets RecSys, 144GB HBM
Jul 21, 2026Meta Deploys Millions of Amazon Graviton CPUs for AI Agents
Apr 24, 2026Nvidia Vera CPU Hits SPECrate 2026: 1.7× AMD Epyc 9755
Jul 21, 2026Meta's $100 Billion AMD Bet: The AI Infrastructure Arms Race Reaches New Heights
Feb 24, 2026Meta's $100B AMD Gamble: The AI Chip War Enters Its Most Strategic Phase
Feb 24, 2026ByteDance Builds In-House AI CPUs for TikTok-Scale Agent Inference
May 31, 2026