Late last year and earlier this year, AMD struck deals with Meta and OpenAI to provide them with performance-based warra…
SemiAnalysis Twitter · SemiAnalysis (@SemiAnalysis_) · 2026-08-03
SemiAnalysis reveals that AMD struck performance-based warrant deals with Meta and OpenAI tied to the purchase and deployment of up to 6 gigawatts of AMD Instinct GPUs, with warrant vesting dependent on AMD's share price crossing hurdles stepping up to $600.
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Extraction
Topics: amd-gpu-dealsai-infrastructure-financestock-warrants
Claims
- AMD struck performance-based warrant deals with Meta and OpenAI in late 2025 and early 2026.
- The warrants vest based on the purchase and deployment of up to 6 GW of AMD Instinct GPUs.
- Vesting is contingent on AMD's share price crossing various price hurdles stepping up to $600.
Key quotes
AMD struck deals with Meta and OpenAI to provide them with performance-based warrants that vest based on the purchase and deployment of up to 6 GW of AMD Instinct GPUs – with vesting also dependent on AMD's share price crossing various hurdles stepping up to $600.