OpenAI commits to 6 gigawatts of our GPUs starting with MI450; Meta's co-designed MI450 accelerator also targets 6 gigawatts, first gigawatt paired with EPYC Venice. We issued warrants for up to 160 million shares each at a penny, vesting against purchase milestones — let's call it 320 million shares of potential dilution, roughly 20% of the count. A deliberate capital-structure decision to anchor multi-year visibility.
← stream@AMD solid