AMD在与OpenAI的主要人工智能芯片交易中 飙升了11%, 而Nvidia比预期的收入要高。 AMD soared 11% on a major AI chip deal with OpenAI, while Nvidia beat earnings expectations.

2025年10月,AMD宣布与OpenAI建立大型伙伴关系,部署最多达6千兆瓦的GPU,最初的1千兆瓦阶段从2026年底开始,以及基于业绩的共享授权令,此后,AMD猛增了11%以上。 In October 2025, AMD surged over 11% after announcing a major partnership with OpenAI to deploy up to 6 gigawatts of its GPUs, with an initial 1 gigawatt phase starting in late 2026 and performance-based share warrants. 这项交易,加上与IBM和Zyphra的合作,以及可能与Intel进行的铸造商谈判,增强了投资者的信心,推动了创纪录的交易量。 The deal, along with collaborations with IBM and Zyphra and potential foundry talks with Intel, boosted investor confidence, driving a record trading volume. 同时,Nvidia报告Q2收入丰厚,收入467亿美元,EPS10.5美元,超出预期,尽管数据中心的销售预测略微有误。 Meanwhile, Nvidia reported strong Q2 earnings with $46.7 billion in revenue and $1.05 EPS, exceeding expectations, despite a slight miss on data center sales forecasts. 该公司重申了第三季度的指引，批准了 600 亿美元的股票回购，并强调了对其 Blackwell 芯片的强劲需求，全球人工智能基础设施需求加速增长。 The company reaffirmed its Q3 guidance, approved $60 billion in stock buybacks, and highlighted strong demand for its Blackwell chips, with AI infrastructure demand accelerating globally.