AMD takes $1B stake in Meta as first Helios racks enter testing

According to Zhidongxi on October 28, 2026, AMD announced on October 27 that it will invest $1 billion in newly issued shares of Meta. Alongside the investment, AMD disclosed that the first Helios rack-scale AI computing systems have already been installed and are being tested at Meta, with both companies expanding their work on chips, computing systems and software to support Meta's models and AI services. Helios integrates GPUs, server CPUs, networking equipment and supporting software within a single rack for large-scale model training and inference. As early as February 2026, AMD and Meta had announced a long-term partnership in which Meta planned to build AI computing infrastructure of up to 6 gigawatts using AMD GPUs. Meta is currently constructing four supercomputing clusters, each with capacity exceeding 1 gigawatt, and plans to nearly double its total infrastructure capacity compared with last year within this year. AMD's investment is part of Meta's broader financing plan, a round that has reached $97.5 billion in equity and is intended to fund data center construction, compute expansion and initiatives such as the Muse personal assistant. Reuters reported that this is the largest financing round in Meta's history. In addition to AMD, Nvidia also announced on October 27 that it plans to invest $3 billion in Meta shares.