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AMD's custom Instinct MI450-based AI accelerator for Meta will use three times less memory than the fully-fledged Instinct MI455X and will be optimized primarily for recommendation systems operated by Facebook and other social platforms, according to SemiAnalysis . If the report is accurate, it is reasonable to expect Meta to keep using Nvidia hardware for training frontier AI models and running inference.

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The custom Instinct MI455X for Meta will carry 144GB of HBM4 memory using six 8-Hi packages, whereas the full-blown Instinct MI455X will be equipped with 432 GB of HBM4 memory, according to SemiAnalysis .…