AMD Says Helios Is Running at Meta, Supports 816 Billion-Parameter Muse Spark Open
Key Facts
AMD said its Helios systems are already running at Meta, EPYC processors power the Muse AI agent, and its technologies have supported models including Muse Spark Open and Muse Glimmer from day one. The announcement places AMD components across multiple layers of Meta’s infrastructure, from rack-scale systems to processors and model support. In its statement, AMD said Helios solutions are “running at Meta” and EPYC processors “power the Muse agent.” The disclosure comes as Meta continues to expand its computing capacity to develop and run AI products. Meta shares closed at $630.56 on October 26, 2026, while AMD closed at $531.28 on the same day.
AMD’s support extends to Muse Spark Open, whose weights Meta made available on October 15, 2026. Meta described it as an open-weight model optimized for coding and agentic work, with improved support for running on AMD. The model has 816 billion parameters in total, 42 billion active per token, and a context window of up to 1 million tokens. These specifications give the model the ability to process long inputs while activating only part of its parameters for each token. This links AMD’s announcement to specific Meta applications and models, alongside the operation of the infrastructure.
Meta said the model’s Helion kernels delivered an overall 3% improvement in throughput on the AMD MI350 accelerator, in tests announced alongside the model’s release in October. The metric offers a disclosed indication of software performance on AMD hardware, alongside the announcement that Helios systems and EPYC processors are running at Meta. The announcement also covers day-one support for Meta models, linking the collaboration to preparing software and models to run on the company’s technology. Together, these elements highlight the infrastructure’s reliance on systems, processors, accelerators and software. AMD said the announcement was not limited to supplying a single product.
The announcement came against the backdrop of strong quarterly results at Meta: revenue rose 26% in the third quarter of 2026 to $64.60 billion, compared with $51.24 billion in the same period a year earlier. Revenue topped Wall Street analysts’ estimates of $63.34 billion. The company also posted net income of $9.86 billion, or $3.83 per share, for the period from July to September. Net income in the third quarter of 2025 was $2.71 billion, with earnings per share of $1.05. The results provide financial context for the company’s infrastructure expansion, but on their own do not establish the announcement’s effect on the stock.
Meta raised its 2026 capital expenditure estimate to a range of $135 billion to $145 billion, compared with a previous estimate of $130 billion to $145 billion. The revision lifts the low end of the announced range, while leaving the high end unchanged. The expected spending coincides with an expansion of the company’s capacity to run its models and services, as AMD says its solutions and processors are part of Meta’s existing infrastructure. At the same time, Meta plans to continue buying chips from other suppliers and developing its own processors alongside its agreement with AMD, according to Reuters. This indicates the collaboration is taking place within a multi-track supply base, as the company continues to develop its own options.
In trading, AMD closed at $531.28 on October 26, after closing at $516.79 on October 23 and $507.93 on October 22. Meta closed at $630.56 on October 26. These figures show the closing levels recorded on the dates listed; the available data do not establish a cause for either stock’s movement. Capital spending remains tied to Meta’s announced 2026 estimate of $135–145 billion. The announcement did not specify a later date for an update on Helios deployment or model support.