AMD赢得了与OpenAI公司的主要AI芯片交易,通过逮捕令获得数十亿的收入和10%的股份。 AMD wins major AI chip deal with OpenAI, securing billions in revenue and a 10% stake via warrants.

高级微电设备(AMD)已与OpenAI公司达成多年协议,提供数十万个人工智能芯片,包括从2026年开始的即将推出的MI450系列芯片,将随时间推移提供6千兆瓦的计算能力。 Advanced Micro Devices (AMD) has secured a multi-year deal with OpenAI to supply hundreds of thousands of AI chips, including its upcoming MI450 series, starting in 2026, with 6 gigawatts of computing power to be delivered over time. 该协议预计将为AMD产生数千亿年收入,其中包括一项授权令,允许OpenAI购买多达1.6亿AMD股份——大约占公司10%——每个股份为1%,与货运里程碑和股票价格目标挂钩。 The agreement, expected to generate tens of billions in annual revenue for AMD, includes a warrant allowing OpenAI to purchase up to 160 million AMD shares—about 10% of the company—at 1 cent each, tied to shipment milestones and stock price targets. 这一伙伴关系标志着OpenAI将其芯片供应多样化到Nvidia以外的战略的一个重大步骤,尽管此前与该公司达成了1 000亿美元的协议。 The partnership marks a major step in OpenAI’s strategy to diversify its chip supply beyond Nvidia, despite a prior $100 billion agreement with the company. AMD的股票在新闻上猛涨了23%以上,反映出市场对协议对AI硬件竞赛影响的强烈信心。 AMD’s stock surged over 23% on the news, reflecting strong market confidence in the deal’s impact on the AI hardware race.