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AMD Engagement Tracker

Project GTOD2 · AMD contract 3477201 · Master Services Agreement 15 Jul 2026 · SphereSemi internal
As of 2026-08-19 Weekly review — Mondays 12:00
Owner: Loïc Fremond
Current phase
Phase 0
Project GTOD2
Phase deadline
31 Aug
8 business days away
Next deliverable
Schematic, layout & BV model — voltage regulator
Acceptance gate
Live demo + simulation results vs. spec
Date not set
Open — waiting on AMD
7
1 critical
Open — waiting on us
1
1 critical

Milestones

17 Aug – 14 Sep · 9 milestones
Mitch travelling · Labor Day 7 Sep
19 AugToday
21 AugDemo date decision due
24 AugFirst weekly review
31 AugPhase 0 files to AMD
1 SepDemo — option B
2 SepMitch departs · invited date
8 SepMitch returns
9 SepDemo — option C
10 SepAyar Labs final delivery

Phases

The engagement structure — update as phases are agreed
PhaseScopeWhereNodeDueStatus
Phase 0Schematic, layout, BV model — voltage regulatorSphere siteGF-2231 Aug 2026In progress
Phase 1BV model from AMD schematics (ILO, TIA)AMD siteTSMC N3TBDNot started
Phase 2Schematic, layout, BV model — block TBDAMD siteTSMC N3TBDNot started

Deliverables

What is owed, to whom, by when
DeliverablePhaseOwnerDueStatus
Schematic + simulation results vs. specPhase 0Luke31 AugReady
Layout — voltage regulatorPhase 0Graham31 AugIn progress
BV modelPhase 0Shiva31 AugReady
Live demo of the AI EDA softwarePhase 0GrahamDemo dateAt risk

Open items

Both directions — most elapsed time on an engagement is usually the client's side

Waiting on AMD 7 open

ItemSinceDaysStatus
InfoSec questionnaire response14 Aug9136Chasing
SOW signature — not yet at AMD legal & procurement29 Jul9152Unsigned
Phase 2 block identification30 Jul9151Open
Three-way NDA — required or not23 Jul9158Optional
Demo date confirmation18 Aug9132With Steven
Phase 1 & 2 durationsIn draft reply
Laptop connectivity to Sphere servicesIn draft reply

Waiting on us 1 open

ItemOwnerDueStatus
LIVE SHEET ITEMMitchFri 21 AugOpen

Actions

Grouped by owner
OwnerActionDueStatus
LoïcLIVE FROM SHEET — confirm the demo dateThu 20 AugCritical
GrahamLIVE FROM SHEET — integrate the routerBefore demoOpen

Reference & contacts

Contract reference

Supplier entity
Mered Industries, Inc. dba Sphere Semi
Project
GTOD2
Contract no.
3477201
Governing
Master Services Agreement, 15 Jul 2026
Effective
15 Aug 2026 (marked TBD)
Expiration
31 Dec 2026 (marked TBD)
Total fee
$20,000 — $5k on Phase 1, $15k on Phase 2
Token cost
Supplier bears; deducted from each phase payment
Key personnel
Anton, Graham, Eskinder, Simon, Luke
Engagement model
1a — 5 SPWs, AMD laptops, VPN to AMD design env

Contacts

NameOrgRoleEmail
Kang Wei LaiAMDPrimary contact / SOW ownerkang.wei.lai@amd.com
Parag UpadhyayaAMDSponsorparag.upadhyaya@amd.com
Peter M. ChenAMDCPG-FPD · demo attendeepeter.m.chen@amd.com
Wayne FangAMDDemo attendeewayne.fang@amd.com
Joe Anand Louis-ChandranAMDDemo attendeeJoeAnand.Louis-Chandran@amd.com
Loïc FremondSphereEngagement ownerloic@spheresemi.com
Steven GlinertSphereCommercial / signatorysteven@spheresemi.com
Mitch NahmiasSphereTechnical leadmitch@spheresemi.com
Graham PeytonSphereDelivery oversightgraham@spheresemi.com
Anton TayanovskyySphereSystems / securityanton@spheresemi.com

Documents

DocumentTypeLink
AMD SphereSemi AI Software Token SOW draft KW1ContractOpen ↗
AMD folder — all correspondence & documentsDriveOpen ↗
General Services Agreement AMD July 2023ContractOpen ↗
Chip Stand-up — Running Agenda & DecisionsDocOpen ↗
the Sphere engagement — SOW draft (mail thread)EmailOpen ↗
Weekly sync, 17 Aug (Otter)MeetingOpen ↗

Decisions

DateDecisionByState
17 AugHold Phase 0 delivery at 31 AugGraham / MitchHolds
17 AugDo not change the Ayar scheduleGrahamHolds
17 AugSend files 31 Aug; run the demo laterMitchAcceptance follows the demo
17 AugAccept residual IP risk; mitigate with frictionMitchUnstarted
17 AugDefer server-side hardeningMitch / AntonNot the Ph 0 cleanroom
17 Aug"Nothing has to be handed over; it's our choice"MitchPartly superseded
19 AugDo not raise the commercial terms with AMDSteven / LoïcRecorded
Demo dateOpen — due Fri 21 Aug

Activity log

Newest first
  • 19 Aug Eskinder posts a 22nm comparator — placement, routing and LVS clean in 8 minutes
  • 19 Aug Luke posts optimizer results: AVCC regulator clears all specs, two prior FAILs fixed
  • 19 Aug Mitch proposes moving the demo to after 8 Sep, or bringing it to 1 Sep
  • 18 Aug Kang Wei issues the demo invite — adds Chen, Fang and Louis-Chandran
  • 18 Aug Anton confirms hardening deprioritised; starts the Workbench code review
  • 17 Aug Weekly sync — Mitch re-syncs on AMD; Monday 12:00 review agreed
  • 14 Aug InfoSec questionnaire submitted, on the UpGuard due date
  • 14 Aug Loïc sends AMD the token estimate — 16bn Phase 1, 49bn Phase 2
  • 11 Aug Ariba supplier registration approved — commercial onboarding closed
  • 10 Aug Anton proposes a dedicated AMD cleanroom — 1–2 days work. Still unactioned.
  • 30 Jul AMD confirms model 1a: 5 SPWs, AMD laptops, VPN into the AMD environment
  • 29 Jul Kang Wei sends the SOW draft — not yet through AMD legal or procurement