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AMD and Meta Announce Expanded Strategic Partnership to Deploy 6 Gigawatts of AMD GPUs

user nl said:
The AI deals continue. I guess TSMC will have no trouble filling their new FABS till 2030 and beyond:

https://ir.amd.com/news-events/pres...partnership-to-deploy-6-gigawatts-of-amd-gpus
Click to expand...

The big deal is AMD potentially giving away even more of the company:

" As part of the agreement, to further align strategic interests, AMD has issued Meta a performance-based warrant for up to 160 million shares of AMD common stock, structured to vest as specific milestones associated with Instinct GPU shipments are achieved. The first tranche vests with the initial 1-gigawatt of shipments, with additional tranches vesting as Meta’s purchases scale to 6 gigawatts. Vesting is further tied to AMD achieving certain stock price thresholds and exercise is tied to Meta achieving key technical and commercial milestones."

Google says AMD has ~ 1.63B common shares outstanding, so this is roughly 10%.

The "pay your customer who pays you" loop continues..
 
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