jackycai777
10-06
没看懂,这是拿老黄当凯子耍吗,有懂的吗,求赐教
挑战英伟达(NVDA.US)!AMD(AMD.US)与OpenAI达成重磅合作 瞄准数百亿美元AI收入
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21:04","market":"sh","language":"zh","title":"挑战英伟达(NVDA.US)!AMD(AMD.US)与OpenAI达成重磅合作 瞄准数百亿美元AI收入","url":"https://stock-news.laohu8.com/highlight/detail?id=2573839670","media":"智通财经","summary":"智通财经APP获悉,AMD与OpenAI正式签署最终协议,双方将共同推进人工智能基础设施建设,AMD预计该合作可能带来数百亿美元新收入。作为交换,AMD已向OpenAI授予最多1.6亿股认股权证。此次合作是OpenAI继今年9月与英伟达达成1000亿美元人工智能基础设施投资后的又一重大数据中心布局。后续权证归属将与AMD股价目标达成、OpenAI大规模部署AMD技术的商业及技术里程碑实现相关联。","content":"<html><body><p>智通财经APP获悉,<a href=\"https://laohu8.com/S/AMD\">AMD</a>与OpenAI正式签署最终协议,双方将共同推进人工智能基础设施建设,AMD预计该合作可能带来<a href=\"https://laohu8.com/S/SBAY\">数百亿</a>美元新收入。根据协议内容,OpenAI将在数年内部署总规模达6吉瓦(GW)的AMD GPU算力。作为交换,AMD已向OpenAI授予最多1.6亿股认股权证。若该认股权证被完全行使,基于AMD目前的流通股数量,OpenAI将可能持有其约10%的股份。</p><p>与传统的采购协议不同,AMD与OpenAI的合作远不止于简单的“一手交钱,一手交货”。作为合作的一部分,AMD授予了OpenAI一份认股权证,允许其在未来购买最多1.6亿股AMD普通股,而这份认股权证的行权价仅为象征性的0.01美元。</p><p>这意味着,一旦OpenAI完成了芯片部署、且AMD股价达到了特定目标等里程碑,OpenAI就能以近乎无偿的方式获得这些股票,从而可能成为这家市值2700亿美元芯片巨头约10%的股东。</p><p>另据报道,部分认股权证的行权与AMD股价达到特定目标挂钩,其中包括一个与股价达到600美元相关的批次,而AMD上周五的收盘价为164.67美元。根据协议细节,OpenAI的部署计划将从2026年下半年开始,首批认股权证将在第一个1吉瓦算力部署完成时生效。后续部分将随着部署规模扩大以及关键技术和商业里程碑的达成而逐步解锁。</p><p>AMD首席执行官Lisa Su称,此次合作创造了“一个真正的双赢”,既能“实现全球最宏大的AI建设计划”,又能“推动整个AI生态系统的发展”。OpenAI首席执行官Sam Altman也表示,AMD在高性能芯片领域的领导地位将帮助OpenAI“更快地将先进AI的益处带给每一个人”。</p><p>此次合作是OpenAI继今年9月与<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>达成1000亿美元人工智能基础设施投资后的又一重大数据中心布局。英伟达该笔投资将用于建设发电能力至少10千兆瓦的新数据中心,相当于纽约市峰值用电需求。</p><p>受此消息提振,AMD股价在盘前交易中应声暴涨,一度飙升超35%,股价触及222美元的高位。与此同时,作为当前AI芯片市场的主导者,英伟达的股价在盘前交易中下跌超1%。</p><p>此外,AMD此次合作还聚焦通过技术竞争力在加速器芯片市场争夺份额——尽管该市场目前AMD仍远落后于英伟达,但其AI GPU收入预计今年可达65.5亿美元,与OpenAI的合作将从2026年起贡献丰厚利润,并在2027年进入加速增长阶段。</p><p>而对OpenAI而言,引入AMD技术或有助于构建英伟达之外的替代方案——当前其与数据中心运营商的基础设施预算中,英伟达技术占据相当比例,仅英伟达数据中心部门在最新财年收入翻倍至1150亿美元,并有望在当前财年继续高速增长。</p><p>AMD近年来在计算机处理器领域对<a href=\"https://laohu8.com/S/INTC\">英特尔</a>(INTC.US)的超越,以及在人工智能专用芯片领域的成功尝试,使其市值创下历史新高,财务实力的增强为扩张提供了支撑。</p><p>AMD首席财务官Jean Hu表示:“与OpenAI的合作预计为AMD带来数百亿美元收入,同时加速OpenAI的AI基础设施建设,实现重要战略协同,并将提升每股收益。”</p><p>协议细节显示,首批权证将在首个千兆瓦算力部署完成时归属,该阶段计划于明年下半年启动,该批设备将采用AMD Instinct MI450芯片。后续权证归属将与AMD股价目标达成、OpenAI大规模部署AMD技术的商业及技术里程碑实现相关联。</p><p>值得一提的是,此次合作也让外界更加关注到一个正在形成的AI“闭环经济”模式。在这个模式中,资本、股权和算力在少数几家头部公司之间循环流动:OpenAI锚定了巨大的算力需求,英伟达和AMD等公司提供芯片,而<a href=\"https://laohu8.com/S/ORCL\">甲骨文</a>等公司则帮助建设数据中心。</p><p>报道称,OpenAI还在与<a href=\"https://laohu8.com/S/AVGO\">博通</a>(AVGO.US)洽谈为其下一代模型开发定制芯片。这种高度集中的产业生态引发了分析师的担忧。他们认为,这个紧密缠绕的循环系统,如果其中任何一个环节开始变弱,都可能面临真实的压力。</p><p>此外,这也将AMD拖入了一场日益激烈的行业辩论:科技行业为AI基础设施投入的巨额开支将如何收回,以及当前的扩张速度是否可持续。</p></body></html>","source":"stock_zhitongcaijing","collect":0,"html":"<!DOCTYPE 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class=\"meta\">\n\n\n2025-10-06 21:04 北京时间 <a href=http://www.zhitongcaijing.com/content/detail/1352478.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>智通财经APP获悉,AMD与OpenAI正式签署最终协议,双方将共同推进人工智能基础设施建设,AMD预计该合作可能带来数百亿美元新收入。根据协议内容,OpenAI将在数年内部署总规模达6吉瓦(GW)的AMD GPU算力。作为交换,AMD已向OpenAI授予最多1.6亿股认股权证。若该认股权证被完全行使,基于AMD目前的流通股数量,OpenAI将可能持有其约10%的股份。与传统的采购协议不同,AMD...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1352478.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU2750360997.AUD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (AUDHDG) INC","IE0005OL40V9.USD":"JANUS HENDERSON BALANCED \"A6M\" (USD) INC","IE00BKVL7J92.USD":"Legg Mason ClearBridge - US Equity Sustainability Leaders A Acc USD","LU0274383776.USD":"MANULIFE GF US SMALL CAP EQUITY \"AA\" (USD) INC","LU1551013425.SGD":"Allianz Income and Growth Cl AMg2 DIS H2-SGD","NVDU":"Direxion Daily NVDA Bull 2X 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GPU算力。作为交换,AMD已向OpenAI授予最多1.6亿股认股权证。若该认股权证被完全行使,基于AMD目前的流通股数量,OpenAI将可能持有其约10%的股份。与传统的采购协议不同,AMD与OpenAI的合作远不止于简单的“一手交钱,一手交货”。作为合作的一部分,AMD授予了OpenAI一份认股权证,允许其在未来购买最多1.6亿股AMD普通股,而这份认股权证的行权价仅为象征性的0.01美元。这意味着,一旦OpenAI完成了芯片部署、且AMD股价达到了特定目标等里程碑,OpenAI就能以近乎无偿的方式获得这些股票,从而可能成为这家市值2700亿美元芯片巨头约10%的股东。另据报道,部分认股权证的行权与AMD股价达到特定目标挂钩,其中包括一个与股价达到600美元相关的批次,而AMD上周五的收盘价为164.67美元。根据协议细节,OpenAI的部署计划将从2026年下半年开始,首批认股权证将在第一个1吉瓦算力部署完成时生效。后续部分将随着部署规模扩大以及关键技术和商业里程碑的达成而逐步解锁。AMD首席执行官Lisa Su称,此次合作创造了“一个真正的双赢”,既能“实现全球最宏大的AI建设计划”,又能“推动整个AI生态系统的发展”。OpenAI首席执行官Sam Altman也表示,AMD在高性能芯片领域的领导地位将帮助OpenAI“更快地将先进AI的益处带给每一个人”。此次合作是OpenAI继今年9月与英伟达达成1000亿美元人工智能基础设施投资后的又一重大数据中心布局。英伟达该笔投资将用于建设发电能力至少10千兆瓦的新数据中心,相当于纽约市峰值用电需求。受此消息提振,AMD股价在盘前交易中应声暴涨,一度飙升超35%,股价触及222美元的高位。与此同时,作为当前AI芯片市场的主导者,英伟达的股价在盘前交易中下跌超1%。此外,AMD此次合作还聚焦通过技术竞争力在加速器芯片市场争夺份额——尽管该市场目前AMD仍远落后于英伟达,但其AI GPU收入预计今年可达65.5亿美元,与OpenAI的合作将从2026年起贡献丰厚利润,并在2027年进入加速增长阶段。而对OpenAI而言,引入AMD技术或有助于构建英伟达之外的替代方案——当前其与数据中心运营商的基础设施预算中,英伟达技术占据相当比例,仅英伟达数据中心部门在最新财年收入翻倍至1150亿美元,并有望在当前财年继续高速增长。AMD近年来在计算机处理器领域对英特尔(INTC.US)的超越,以及在人工智能专用芯片领域的成功尝试,使其市值创下历史新高,财务实力的增强为扩张提供了支撑。AMD首席财务官Jean Hu表示:“与OpenAI的合作预计为AMD带来数百亿美元收入,同时加速OpenAI的AI基础设施建设,实现重要战略协同,并将提升每股收益。”协议细节显示,首批权证将在首个千兆瓦算力部署完成时归属,该阶段计划于明年下半年启动,该批设备将采用AMD Instinct MI450芯片。后续权证归属将与AMD股价目标达成、OpenAI大规模部署AMD技术的商业及技术里程碑实现相关联。值得一提的是,此次合作也让外界更加关注到一个正在形成的AI“闭环经济”模式。在这个模式中,资本、股权和算力在少数几家头部公司之间循环流动:OpenAI锚定了巨大的算力需求,英伟达和AMD等公司提供芯片,而甲骨文等公司则帮助建设数据中心。报道称,OpenAI还在与博通(AVGO.US)洽谈为其下一代模型开发定制芯片。这种高度集中的产业生态引发了分析师的担忧。他们认为,这个紧密缠绕的循环系统,如果其中任何一个环节开始变弱,都可能面临真实的压力。此外,这也将AMD拖入了一场日益激烈的行业辩论:科技行业为AI基础设施投入的巨额开支将如何收回,以及当前的扩张速度是否可持续。","news_type":1,"symbols_score_info":{"2NVD.UK":0.6,"3NVD.UK":0.6,"AMD":1.5,"AMDL":1,"GFS":1.5,"NVD":0.6,"NVD2.UK":0.6,"NVD3.UK":0.6,"NVDA":1.5,"NVDD":0.6,"NVDS":0.6,"NVDS.UK":0.6,"NVDU":0.6,"NVDX":0.6,"NVDY":0.6,"NVIW.SI":0.6,"SNVD.UK":0.6}},"isVote":1,"tweetType":1,"viewCount":296,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":43,"optionInvolvedFlag":false,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/486329043514072"}
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