AMD与Meta深化战略伙伴关系：Helios机架级方案已在Meta安装测试、EPYC为Muse智能体供算力、AMD将认购10亿美元Meta股份
AMD（纳斯达克代码：AMD）10月27日在加州 Santa Clara 宣布与 Meta 深化战略伙伴关系：AMD Helios 机架级解决方案已在 Meta 安装并测试、迈向更广泛部署；AMD EPYC 处理器为 Meta 的个人超级智能（SI）智能体 Muse 的专用计算环境提供算力；AMD 还将向 Meta 的股权发行认购10亿美元。
两家公司多年来的协同设计覆盖 EPYC 处理器、Instinct GPU、Pensando 网络与 ROCm 软件栈。Meta 已跨多代部署数百万颗 EPYC 处理器，是第六代 EPYC 的首发客户之一，双方还在合作包括「Verano」在内的未来世代。Instinct GPU 已在 Meta 生产线上用于训练、排序与推荐引擎；Meta 是 Instinct MI450 架构的早期定义客户，将部署一颗为其负载定制的 Instinct GPU，合作还将影响 MI500 系列与下一代机架级系统。软件方面，AMD 为 Meta 的 Muse Spark Open 模型在 Instinct GPU 上、Muse Glimmer 在 Ryzen SI 电脑与 Radeon GPU 上提供首日支持，双方并在 MI350X 上优化大规模 SI 训练。AMD 董事长兼首席执行官苏姿丰（Lisa Su）说：「随着 Helios 在 Meta 运行，我们正把这一伙伴关系带到超级智能时代的新规模。」
Meta 创始人兼首席执行官扎克伯格（Mark Zuckerberg）说，AMD 一直是构建运行其前沿模型的算力的关键伙伴。两家公司称，正按吉瓦级规模共同建设和部署一体化 SI 基础设施，以支撑 Meta 面向数十亿人的服务。
AMD and Meta Deepen Strategic Partnership: Helios Rackscale Systems Running at Meta, EPYC Powers Muse Agent, AMD to Invest $1 Billion in Meta Equity Offering
SANTA CLARA, Calif. — AMD (Nasdaq: AMD) on October 27 highlighted its deepened strategic partnership with Meta, announcing that AMD Helios rackscale solutions are installed and being tested at Meta on the path to broader deployment, that AMD EPYC processors power the dedicated computing environments behind Meta's Muse personal super intelligence (SI) agent, and that AMD will invest $1 billion in Meta's equity offering.
The partnership builds on years of co-design across EPYC processors, Instinct GPUs, Pensando networking and the ROCm software stack. Meta has deployed millions of EPYC processors across multiple generations and is a lead customer for 6th Gen EPYC CPUs; the companies are also collaborating on future generations, including "Verano." Instinct GPUs are in production at Meta for training, ranking and recommendation engines; Meta was an early definition customer for the Instinct MI450 architecture and will deploy a custom Instinct GPU optimized for its workloads, with the collaboration also informing the MI500 series and next-generation rack-scale systems. AMD technologies provide Day-0 support for Meta's Muse Spark Open models on Instinct GPUs and for Muse Glimmer on Ryzen SI PCs and Radeon GPUs, and the companies have optimized large-scale SI training on MI350X GPUs. "With Helios now running at Meta, we are taking that partnership to a new scale in the superintelligence era," said AMD Chair and CEO Lisa Su.
Meta founder and CEO Mark Zuckerberg said AMD has been a key partner in building out the compute running Meta's frontier models. The companies said they are building and deploying integrated SI infrastructure at gigawatt scale to support Meta's services for billions of people.
来源：GSM·美国（原文链接）
图片来源：图：AMD 公司标志。公共领域，经 Wikimedia Commons。 / Photo: The AMD logo. Public domain, via Wikimedia Commons.
