AMD
AMDpublicBackers
1 on fileARK Invest
What they say they do
read Sep 9, 2026Your Trusted Partner for Advancing AI
AMD delivers leadership high-performance and adaptive computing solutions to advance data center AI, AI PCs, intelligent edge devices, gaming, & beyond.
amd.comThesis
MI300X/MI355X gaining traction; clearest #2 GPU narrative. Personal position.
Risk: Chip cycles cut both ways: today’s allocation scarcity becomes tomorrow’s inventory glut if AI capex digests faster than expected.
Contracts as provider
2 disclosures · 7.00 GW| Filed | Customer | Kind | Site | MW | GPUs | Term | Total | Status | Source |
|---|---|---|---|---|---|---|---|---|---|
| Feb 24, 2026 | Meta | Equipment purchase | — | 6.00 GW | — | — | — | Amendedverified | 8-K |
excerptUnder the arrangement, the parties entered into an amendment to that certain Master Purchase Agreement dated May 23, 2023 (the “Agreement”) and concurrent with the Warrant issuance, Meta agreed to a binding commitment under the Agreement to purchase (directly or through its affiliates, or indirectly through authorized third parties (“Authorized Purchasers”)) the initial one (1) gigawatt equivalent of certain AMD Instinct GPU products. ... AMD and Meta today announced a 6-gigawatt agreement to power Meta’s next generation of AI infrastructure across multiple generations of AMD Instinct GPUs.Report an issue with this row | |||||||||
| Oct 6, 2025 | OpenAI | Equipment purchase | — | 1.00 GW | — | — | — | Amendedverified | 8-K |
excerptConcurrent with signing, Warrantholder agreed to a binding commitment to purchase (directly or through its affiliates or Authorized Purchasers) the initial one (1) gigawatt of AMD Instinct MI450 Series GPU products. ... agreement to power OpenAI's next-generation AI infrastructure across multiple generations of AMD Instinct GPUs. ... Our partnership with OpenAI is expected to deliver tens of billions of dollars in revenue for AMD while accelerating OpenAI's AIReport an issue with this row | |||||||||
Concentration over time
2 filing datesContracts as customer
2 disclosures · 25 MW · $311.00M| Filed | Provider | Kind | Site | MW | GPUs | Term | Total | Status | Source |
|---|---|---|---|---|---|---|---|---|---|
| Jul 28, 2026 | Core Scientific, Inc. | Colocation lease | Pecos, TX | — | — | 15 yr | — | Amendedverified | 8-K |
excerpt · extension termsOn July 27, 2026, the Company entered into Lease Agreements (collectively, the “AMD Leases”) with Advanced Micro Devices, Inc. (“AMD”) for an aggregate of 377 MW of critical IT capacity at the Company’s Pecos, TX; Muskogee, OK; and Hunt County, TX sites; and Lease Agreements (the “Neocloud Leases,” and collectively with the AMD Leases, the “Leases”) with a Neocloud (“Neocloud”), for 152 MW of critical IT capacity at the Company’s Auburn, AL and Dalton Phase 3, GA sites. Each of the Leases is for a fifteen year term with three five-year options. Extension: Three five-year options Report an issue with this row | |||||||||
| Jan 16, 2026 | Riot Platforms, Inc. | Power supply | Rockdale Site | 25 MW | — | 10 yr | $311.00M | Amendedverified | 8-K |
excerpt · extension termsRiot has entered into the Data Center Lease and Services Agreement with Advanced Micro Devices, Inc. (AMD) to deliver 25 MW of critical IT load capacity at the Rockdale Site. The Data Center Lease carries an initial term of 10 years and is expected to generate approximately $311.0 million in contract revenue. Extension: Three five-year extension options; if fully exercised, contract revenue would be approximately $1.0 billion. Report an issue with this row | |||||||||
Signals
30 most recentMay 13, 2026FilingAMD 8-K — Material agreement · Agreement terminated · Debt obligation · Officer / director change · Vote of security holders · Financial statements / exhibits8-K
May 5, 2026FilingAMD 8-K — Earnings results · Reg FD disclosure · Financial statements / exhibits8-K
Feb 23, 2026FilingAMD 8-K — Material agreement · Unregistered equity sale · Reg FD disclosure · Financial statements / exhibits8-K
Feb 3, 2026FilingAMD 8-K — Earnings results · Reg FD disclosure · Financial statements / exhibits8-K
Nov 4, 2025FilingAMD 8-K — Earnings results · Reg FD disclosure · Financial statements / exhibits8-K
Oct 27, 2025FilingAMD 8-K — Acquisition/disposition · Reg FD disclosure · Financial statements / exhibits8-K
Oct 5, 2025FilingAMD 8-K — Material agreement · Unregistered equity sale · Reg FD disclosure · Financial statements / exhibits8-K
Aug 5, 2025FilingAMD 8-K — Earnings results · Reg FD disclosure · Financial statements / exhibits8-K
May 18, 2025FilingAMD 8-K — Material agreement · Reg FD disclosure · Financial statements / exhibits8-K
May 6, 2025FilingAMD 8-K — Earnings results · Reg FD disclosure · Financial statements / exhibits8-K
Mar 31, 2025FilingAMD 8-K — Acquisition/disposition · Debt obligation · Unregistered equity sale · Reg FD disclosure · Financial statements / exhibits8-K
Mar 24, 2025FilingAMD 8-K — Material agreement · Debt obligation · Other event · Financial statements / exhibits8-K
Feb 4, 2025FilingAMD 8-K — Earnings results · Reg FD disclosure · Financial statements / exhibits8-K
Oct 29, 2024FilingAMD 8-K — Earnings results · Reg FD disclosure · Financial statements / exhibits8-K
Aug 17, 2024FilingAMD 8-K — Material agreement · Unregistered equity sale · Reg FD disclosure · Financial statements / exhibits8-K
Jul 30, 2024FilingAMD 8-K — Earnings results · Reg FD disclosure · Financial statements / exhibits8-K
Apr 30, 2024FilingAMD 8-K — Earnings results · Reg FD disclosure · Financial statements / exhibits8-K