AMD (chip design) → OpenAI (capital (treasury/financing facet))

warrant for up to 160M AMD shares (~10% of AMD), vesting on deployment/share-price milestones; no fixed $ value at signing since it is a contingent equity instrument

med confidence · as of 2025-10-06 · about OpenAI

Sourced figures 1

AMD/OpenAI joint press release 6GW Instinct deployment, first 1GW MI450 H2 2026
2025-10-06 med

the working

Basis

warrant for up to 160M AMD shares (~10% of AMD), vesting on deployment/share-price milestones; no fixed $ value at signing since it is a contingent equity instrument

Threads 24

GPT-5.6 resolved
Jalapeño retired
OpenAI IPO developing
Microsoft's Hedge developing
Circular Financing developing
Stargate developing
Frontier Gatekeeping open
Containment Breach retired
Nippon Life v. OpenAI open
Where the Capex Lands open
Compute Spend open
Datacenter Sites open
Nvidia's Order Book open
In-House Silicon open
Camellia open
Big Tech into Health open
OpenAI Health open
Lab IPO Wave open
Nvidia as Lender open
Oracle's Stargate Bet open
The #2 Cashes In open
The Rogue Agent open
AI Psychosis open
The Backlash Prices In open

A claim is one metric we assert about a node — the value is the summary, this page is the receipt. Sourced from kestrel; supersedes-history not yet shown. Back to OpenAI.