---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/39456773.md"
description: "$AMD(AMD.US) Let's observe.AMD has signed large-scale AI computing chip procurement agreements (worth billions to tens of billions of dollars) with OpenAI and Meta respectively. The agreements include up to approximately 10% warrants as incentives for long-term cooperation.These equity stakes are not directly gifted but are unlocked in phases, subject to multiple conditions being met simultaneously: procurement scale, computing power deployment progress, and stock price performance. The stock price corresponds to different unlock ratios starting from lower ranges, with $600 being the highest tier (ceiling) for full equity vesting, not a market-predicted target price.In essence, this is a "orders + equity + stock price" binding mechanism: AMD trades potential equity dilution for long-term orders and ecosystem positioning; OpenAI and Meta secure computing power supply and share in AMD's growth benefits. This resembles an industry alliance and supply chain lock-in more than a simple bullish bet on AMD's stock price."
datetime: "2026-03-23T14:14:44.000Z"
locales:
  - [en](https://longbridge.com/en/topics/39456773.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/39456773.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/39456773.md)
author: "[DDD](https://longbridge.com/en/profiles/17935031.md)"
---

# $AMD(AMD.US) Let's observe.AMD has signed large-sc…


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