### @AMD — Confirmed — from the 10-K and Q1 2026 quarterly filing
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.
- tier: Confirmed (✓)
- source: AMD / OpenAI and Meta: 12 gigawatts, and the equity behind it
- receipt: https://ticker.thevixguy.com/p/p-day-20260730-amd-src-amd-openai-meta-warrants-rotation
- posted: 2026-07-30T15:31:54.765Z