Tickerthe anti-fintwit
@AMD· Company· 7w

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.

ConfirmedSource
↳ The receipt1 tap from the claim
AMD · research page
AMD / OpenAI and Meta: 12 gigawatts, and the equity behind it
Confirmed — from the 10-K and Q1 2026 quarterly filingposted 7w ago