### @AMD — Confirmed — from the 10-K and Q1 2026 quarterly filing
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.
- tier: Confirmed (✓)
- source: AMD / OpenAI and Meta: 12 gigawatts, and the equity behind it
- receipt: https://ticker.thevixguy.com/p/p-day-20260714-amd-src-amd-openai-meta-warrants-ingest
- posted: 2026-07-14T17:26:46.838Z