The House of Zen signed a nearly identical deal with OpenAI last fall

AMD just signed a mega chip deal with Meta that appears almost identical to the one it signed with OpenAI last fall. And just like all cross-industry agreements between AI and chip makers of late, this one comes with some circular financing, too. 

Meta this morning announced it had agreed to purchase 6 gigawatts worth of custom Instinct GPUs from AMD. The first 1 GW tranche of the chips will go to Meta in the second half of this year, and will consist of custom GPUs based on AMD's MI450 architecture. An AMD spokesperson told us that the initial set of chips being shipped to Meta marks the first deployment of custom AMD AI GPUs. 

The deal isn't ending with custom GPUs, though, and will also see Meta become the "lead customer" for the company's sixth generation EPYC CPUs, the Venice and Verano chips specifically designed for ...