仅事实
AMD与甲骨文达成重大AI芯片合作协议
摘要
AMD宣布与甲骨文达成重要协议，将为其AI超级计算集群供应GPU，这标志着AMD在两周内的第二笔重大AI芯片销售。
先进微电子公司（AMD）宣布与甲骨文达成重要协议，将为甲骨文的人工智能（AI）超级计算集群供应图形处理单元（GPU）。这是AMD在短短数周内的第二笔重大AI芯片销售。
甲骨文云基础设施计划在2026年第三季度部署首批5万块AMD Instinct GPU，预计在2027年及以后将进一步扩展。首批部署将采用AMD Instinct MI450系列GPU。这一合作延续了AMD与甲骨文之间的长期伙伴关系，始于2024年甲骨文使用AMD Instinct MI300X处理器，并延续至当前使用的AMD Instinct MI355X GPU。
“借助我们的AMD Instinct GPU、Epyc CPU和先进的AMD Pensando网络技术，甲骨文客户将获得强大的新能力，用于训练、微调和部署下一代AI，”AMD数据中心解决方案业务集团执行副总裁兼总经理福雷斯特·诺罗德表示。
此次宣布紧随AMD最近与OpenAI签订的合同之后，合同内容为在多年期间供应6吉瓦的AMD GPU，起始于2026年下半年提供1吉瓦的AMD Instinct MI450系列GPU。
消息公布后，AMD股价小幅上涨，早盘交易价格为218.43美元。
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) has announced a significant agreement with Oracle to supply graphics processing units (GPUs) for Oracle's artificial intelligence (AI) supercluster.
✓
Confirmed
This marks AMD's second major AI chip sale in as many weeks.
✓
Confirmed
Oracle Cloud Infrastructure plans to deploy an initial 50,000 AMD Instinct GPUs in the third quarter of 2026, with further expansions anticipated in 2027 and beyond.
✓
Confirmed
The initial deployment will utilize AMD's Instinct MI450 Series GPUs.
✓
Confirmed
This collaboration continues the longstanding partnership between AMD and Oracle, which began with Oracle's use of AMD Instinct MI300X processors in 2024 and extends to the current use of AMD Instinct MI355X GPUs.
✓
Confirmed
This announcement follows AMD's recent contract to supply OpenAI with 6 gigawatts of AMD GPUs over a multiyear period, starting with 1 gigawatt of AMD Instinct MI450 Series GPUs in the second half of 2026.
✓
Confirmed