仅事实
AMD与OpenAI建立战略合作伙伴关系以提升人工智能基础设施
摘要
AMD与OpenAI签订多年协议，部署AMD GPU，旨在加强OpenAI的人工智能基础设施并实现硬件供应商多元化。
先进微电子公司（AMD）与OpenAI宣布建立战略合作伙伴关系，以提升OpenAI的人工智能基础设施。根据这项多年协议，OpenAI将部署高达6吉瓦的AMD图形处理单元（GPU），其中首批将在2026年下半年部署1吉瓦的AMD Instinct MI450系列GPU。
作为协议的一部分，OpenAI有权通过认股权证购买最多1.6亿股AMD股票，前提是达到特定的技术和商业里程碑。如果完全行使，这将使OpenAI获得AMD约10%的股份。
AMD执行副总裁兼首席财务官胡健表示，此次合作预计将为AMD带来“数百亿美元的收入，同时加速OpenAI人工智能基础设施的建设”。
此次合作凸显了OpenAI在硬件供应商方面寻求多元化的努力，此前OpenAI已宣布与Nvidia建立合作，涉及至少10吉瓦由Nvidia处理器驱动的人工智能数据中心。
公告发布后，AMD股价上涨超过25%，反映出投资者对公司在人工智能领域战略定位的信心。
相关新闻
事实核查
使用外部来源和数据库核实文章的事实。
✓
Confirmed
Advanced Micro Devices (AMD) and OpenAI have announced a strategic partnership to enhance OpenAI's artificial intelligence infrastructure.
✓
Confirmed
Under the multi-year agreement, OpenAI will deploy up to 6 gigawatts of AMD's graphics processing units (GPUs), beginning with 1 gigawatt of AMD Instinct MI450 Series GPUs in the latter half of 2026.
✓
Confirmed
As part of the deal, OpenAI has the option to acquire up to 160 million shares of AMD stock through warrants, contingent upon achieving specific technical and commercial milestones.
✓
Confirmed
If fully exercised, this would grant OpenAI approximately a 10% stake in AMD.
✓
Confirmed
AMD's Executive Vice President and CFO, Jean Hu, stated that the partnership is expected to deliver 'tens of billions of dollars in revenue for AMD while accelerating OpenAI’s AI infrastructure buildout.'
✓
Confirmed
This collaboration underscores OpenAI's efforts to diversify its hardware suppliers beyond Nvidia, with which it previously announced a partnership involving at least 10 gigawatts of AI data centers powered by Nvidia processors.
✓
Confirmed