Meta 2026-03-14-1
Meta and AMD Partner for 6GW AI Infrastructure Agreement
The "6GW" ceiling is a negotiating lever, not an engineering plan: classic dual-sourcing to pressure Nvidia on price and allocation. Zuckerberg's precise language ("efficient inference compute") tells you AMD wins the commodity inference layer while Nvidia retains training. Two weeks later, Nvidia paid $150M to keep AMD GPUs out of the Stargate expansion; the training/inference hardware split is hardening into separate supply chains.