AMD Takes $1.1B Warrant Hit From OpenAI, Meta Deals | Data Center +97%
AMD booked a $1.1 billion third-quarter charge for warrants issued to OpenAI and Meta as its stock rose, even as data center revenue nearly doubled to a record $8.5 billion.
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As of September 4, 2026, AMD had a market capitalization of $748.81B (companiesmarketcap.com). Its most recent revenue figure is $34.6B, reported by AMD Investor Relations, December 2025.
AMD (Advanced Micro Devices) designs high-performance CPUs, GPUs, and adaptive computing solutions for data center, PC, gaming, and embedded markets.
AMD was founded in 1969 as a Silicon Valley start-up.[1] AMD's long-term investments in non-marketable equity securities rose to $1.7 billion at June 27, 2026, from $1.1 billion at the end of 2025.[2] On acquisitions, AMD completed its $4.4 billion purchase of AI infrastructure provider ZT Systems in March 2025.[2] In September 2026 it agreed to acquire world-model developer World Labs in an $8.2 billion deal.[3],[4]
Second-quarter 2026 revenue was $11.5 billion.[4] Data Center revenue more than doubled, up 107% to $6.7 billion, on demand for EPYC processors and Instinct GPUs.[4] AMD has tied its biggest AI customers to its stock: in October 2025 and February 2026 it issued OpenAI and Meta warrants to buy up to 160 million AMD shares each at $0.01, vesting with GPU purchase milestones.[2] Each customer intends to deploy up to 6 gigawatts of AMD data center GPUs.[2]
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AMD is a semiconductors company, based in Santa Clara, California, USA, founded 1969 by Jerry Sanders.
On October 22, 2026, Nasdaq data put its market value at $829.18 billion.[5] Its corporate venture arm, AMD Ventures, was among the participants in a General Atlantic-led round for AI video startup Runway in February 2026.[6],[4] That was a $315 million Series E that valued Runway at $5.3 billion, according to a source cited by TechCrunch.[6] In August 2026 it participated in a $1.1 billion seed/Series A for River AI, founded by xAI co-founder Igor Babuschkin.[7],[4]
AMD booked a $1.1 billion third-quarter charge for warrants issued to OpenAI and Meta as its stock rose, even as data center revenue nearly doubled to a record $8.5 billion.
Five AI deals from the past two weeks -- AMD's $8.2B buy, Supabase's $150M round plus a Turso buy, two $400M security rounds, and a $1B agent round -- show AI financing repricing from billions into the trillions, benchmarked against Anthropic's $2T IPO target.
Oura's stalled IPO and AMD's announced $8.2 billion acquisition of World Labs (still pending regulatory approval) show 2026 rewarding M&A exits over public listings for venture-backed AI companies.
AMD is paying $8.2 billion in stock for Fei-Fei Li's spatial-intelligence startup World Labs, a direct answer to Nvidia's own world-model push and its pending Hugging Face acquisition.
AMD is acquiring Fei-Fei Li's spatial-intelligence startup World Labs for $8.2 billion, the chipmaker's largest AI acquisition yet as it races to build a software layer around its silicon.
AMD shares soared above $610 to a record high on Monday, pushing the chipmaker's market capitalization above $1 trillion for the first time as chip stocks rallied ahead of this week's Trump-Xi summit.
Intel jumped 7.7% and AMD 6.4% as reports of exploratory Intel-SK Hynix talks and warnings of a worsening memory shortage flipped a week of AI-spending anxiety into a chip-stock rally.
Chip and data-center stocks fell after Amodei's AI-slowdown essay Monday, then again after Wednesday's Fed hike, even as individual names like Semtech and AMD posted double-digit gains on company-specific earnings news.
Threadripper Halo pairs a 96-core CPU with up to four MI350P accelerators and 576GB of HBM3e, aimed squarely at Nvidia's DGX Station and at researchers who want frontier-scale models off the cloud.
A VentureBeat survey of 170 AI infrastructure buyers found 39.4% plan to evaluate non-Nvidia accelerators like AWS Trainium, Google TPU and AMD Instinct over the next year, versus 25.3% for Nvidia's next-generation Blackwell-class GPUs.
Stable Diffusion maker Stability AI raised a $76 million Series B from Universal Music, Sony Music, Warner Music, Electronic Arts and AMD Ventures, bringing total funding to $232 million as it expands into creative production tools.
Terafab's $16.8B chip fab, AMD's purchase of silicon startup Taalas, and Hadrian's $1.37B raise all point the same direction: AI capital moving from model weights into the physical plants that build chips and hardware.
On October 22, 2026, Nasdaq data put its market value at $829.18 billion.[5]
Second-quarter 2026 revenue was $11.5 billion.[4]
AMD's most recent revenue figure is $34.6B, reported by AMD Investor Relations, December 2025.
Yes. AMD trades under the ticker AMD, with a market cap of $748.81B (September 4, 2026, companiesmarketcap.com).
AMD was founded in 1969 and is headquartered in Santa Clara, California, USA, according to Wikipedia.
Figures are labelled Reported (a source states it), Estimated, Derived (computed from other facts) or Rumored (in talks / unconfirmed). Rumors never replace a confirmed figure. Each figure keeps its own as-of date; history is preserved rather than overwritten.