仅事实
AMD与OpenAI达成数十亿美元AI合作伙伴关系并附带股权激励
摘要
AMD与OpenAI建立战略合作伙伴关系，涉及部署6吉瓦AMD GPU及股权认股权证，可能使OpenAI获得AMD最高10%的所有权。
超威半导体（AMD）与OpenAI宣布达成战略合作伙伴关系，计划在未来数年内部署6吉瓦的AMD Instinct GPU。协议还授予OpenAI以每股0.01美元的价格购买最多1.6亿股AMD股票的认股权证，条件是实现特定的部署里程碑并且AMD股价达到指定目标，最终阶段的目标股价为每股600美元。
合作将于2026年下半年开始，初期部署1吉瓦的AMD Instinct MI450系列GPU，计划逐步扩大至6吉瓦。
AMD预计该合作将带来数百亿美元的收入，使公司成为AI硬件市场的重要竞争者。
公告发布后，AMD股价大幅上涨，反映出投资者对公司在AI基础设施领域扩展角色的信心。
此次合作标志着OpenAI战略性地多元化其硬件供应商，减少对单一供应商的依赖，并促进AI硬件领域的竞争。
来源
TechCrunch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 that includes the deployment of 6 gigawatts of AMD's Instinct GPUs over multiple years.
✓
Confirmed
The agreement also grants OpenAI warrants to purchase up to 160 million AMD shares at $0.01 per share, contingent upon achieving specific deployment milestones and AMD's stock reaching designated price targets, culminating at $600 per share for the final tranche.
✓
Confirmed
The collaboration is set to commence with an initial deployment of 1 gigawatt of AMD's Instinct MI450 Series GPUs in the second half of 2026, with plans to scale up to 6 gigawatts over time.
✓
Confirmed
AMD anticipates that this partnership will generate tens of billions of dollars in revenue, positioning the company as a significant competitor in the AI hardware market.
✓
Confirmed
Following the announcement, AMD's stock experienced a substantial increase, reflecting investor confidence in the company's expanded role in AI infrastructure.
✓
Confirmed