Under the OpenAI agreement from October 2025, OpenAI is to deploy 6 gigawatts of our GPUs, with the first gigawatt powered by Instinct MI450 series. The Meta agreement from February 2026 covers a custom MI450-based accelerator, also up to 6 gigawatts, first gigawatt paired with 6th Gen EPYC Venice. Each partner received a warrant for up to 160 million shares at a penny, vesting against purchase milestones — let's call it 320 million shares of potential dilution, roughly 20% of the current count. A material capital-structure commitment to secure the deployments.