# AMD stock just did something it has done only three times before in its entire history.

*semiconductor · news · 2026-04-16 · Artvoice*

## Key points

- AMD signed $60 billion GPU supply deals with both Meta and OpenAI, each involving performance-based share warrants.
- Combined warrants from Meta and OpenAI deals represent about 20% potential dilution of AMD's shares outstanding.
- AMD's MI450 GPU shipments, tied to the Meta deal, won't begin in volume until the second half of 2026.
- AMD's EPYC CPUs now hold over 40% of the server market, a major shift from Intel dominance.
- UBS suggests Microsoft may become AMD's third major hyperscale GPU customer after Meta and OpenAI.

**Companies:** AMD, Meta Platforms, Intel, Taiwan Semiconductor
**Countries:** United States, Iran, Taiwan

[Read the full story on Artvoice](https://artvoice.com/2026/04/16/amd-stock-just-did-something-it-has-done-only-3-times-since-1972/)

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