semiconductor / news / / Artvoice
AMD stock just did something it has done only three times before in its entire history.
AMD signed $60 billion GPU supply deals with both Meta and OpenAI, each involving performance-based share warrants.
KEY POINTS
- 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
Summarized by Newsio from Artvoice. How we summarize →