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- 大a药丸大a药丸
  ·10-06
  ❤️
  OpenAI与AMD达成价值数百亿美元的芯片交易，并可认购10%的股份
  OpenAI承诺采购相当于6吉瓦算力的AMD芯片。
  OpenAI与AMD达成价值数百亿美元的芯片交易，并可认购10%的股份
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- 大a药丸大a药丸
  ·09-18
  $Opendoor Technologies Inc(OPEN)$ 涨的发晕快点倒车接人
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- 大a药丸大a药丸
  ·09-12
  $Opendoor Technologies Inc(OPEN)$ 太恐怖了
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- 大a药丸大a药丸
  ·08-20
  $Circle Internet Corp.(CRCL)$ 要死人了吧这种跌法
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justify;\">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 style=\"text-align: justify;\">据彭博报道，<strong>部分认股权证的行权还与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。</strong></p><p style=\"text-align: justify;\">值得注意的是，另据英国《金融时报》报道，这项认股权证允许其基于AMD“达到某些股价目标”以及OpenAI部署其芯片的情况，<strong>以0.01美元的行权价逐步购买最多1.6亿股股票</strong>。</p><p style=\"text-align: justify;\">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，<strong>OpenAI就能以近乎无偿的方式获得这些股票</strong>，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 style=\"text-align: justify;\">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”。</p><p style=\"text-align: justify;\">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><h2 id=\"id_1421684188\" style=\"text-align: start;\">重塑AI芯片竞争格局</h2><p style=\"text-align: justify;\">长期以来，AMD在AI加速器市场一直被视为“遥远的第二名”，远远落后于英伟达。这项协议的达成，标志着AMD获得了生成式AI浪潮中最前沿的旗舰客户，极大地验证了其下一代Instinct产品路线图的实力。</p><p style=\"text-align: justify;\">根据数据，AMD今年的AI GPU收入预计为65.5亿美元，而与OpenAI的合作将成为其收入增长的强大跳板。</p><p style=\"text-align: justify;\">对于OpenAI而言，引入AMD作为核心战略伙伴，是其降低对英伟达技术过度依赖的关键一步。就在不到两周前，OpenAI刚刚与英伟达达成一项价值1000亿美元的股权与供应协议，用于建设10吉瓦的算力基础设施。如今与AMD的6吉瓦协议，进一步确保了其庞大算力版图的供应安全与弹性。</p><h2 id=\"id_204669942\" style=\"text-align: start;\">AI“闭环经济”的浮现与隐忧</h2><p style=\"text-align: justify;\">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。</p><p style=\"text-align: justify;\">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 style=\"text-align: justify;\">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>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" 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#eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nOpenAI与AMD达成价值数百亿美元的芯片交易，并可认购10%的股份\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2025-10-06 19:02</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>周一消息，<strong>OpenAI与AMD达成价值数百亿美元的芯片交易。同时，OpenAI获得AMD认股权证，允许其以每股1美分的价格收购AMD最多10%的股份。</strong></p><p>消息称OpenAI正在研究各种方式来支付建设成本，AMD和OpenAI正在启动大规模AI算力扩建计划，OpenAI考虑通过股权、债务等方式为建设提供资金。</p><p>根据协议条款，OpenAI承诺将采购相当于6吉瓦算力的AMD芯片，从明年的MI450芯片开始。OpenAI将直接或通过其云计算合作伙伴购买芯片。AMD首席执行官在接受采访时说，这笔交易将在未来五年内为AMD带来数百亿美元的新收入。</p><p>两家公司没有透露该计划的预期总成本，但AMD表示，每吉瓦计算能力的成本高达数百亿美元。如果OpenAI达到某些部署里程碑，OpenAI将以每股1美分的价格分阶段获得高达1.6亿股AMD股票的认股权证，约占该芯片公司的10%。此外，AMD股价必须上涨，认股权证才能行使。</p><p>这项合作是迄今为止人工智能行业最大的GPU部署协议之一，它不仅为AMD的AI芯片技术提供了强有力的背书，也凸显了OpenAI在构建其万亿美元级别算力基础设施过程中，寻求供应链多元化并减少对单一供应商依赖的迫切战略。</p><h2 id=\"id_2746205950\" style=\"text-align: start;\">行权价0.01美元？深度绑定：不只是买卖，更是股权联盟</h2><p style=\"text-align: justify;\">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”。</p><p style=\"text-align: justify;\">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 style=\"text-align: justify;\">据彭博报道，<strong>部分认股权证的行权还与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。</strong></p><p style=\"text-align: justify;\">值得注意的是，另据英国《金融时报》报道，这项认股权证允许其基于AMD“达到某些股价目标”以及OpenAI部署其芯片的情况，<strong>以0.01美元的行权价逐步购买最多1.6亿股股票</strong>。</p><p style=\"text-align: justify;\">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，<strong>OpenAI就能以近乎无偿的方式获得这些股票</strong>，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 style=\"text-align: justify;\">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”。</p><p style=\"text-align: justify;\">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><h2 id=\"id_1421684188\" style=\"text-align: start;\">重塑AI芯片竞争格局</h2><p style=\"text-align: justify;\">长期以来，AMD在AI加速器市场一直被视为“遥远的第二名”，远远落后于英伟达。这项协议的达成，标志着AMD获得了生成式AI浪潮中最前沿的旗舰客户，极大地验证了其下一代Instinct产品路线图的实力。</p><p style=\"text-align: justify;\">根据数据，AMD今年的AI GPU收入预计为65.5亿美元，而与OpenAI的合作将成为其收入增长的强大跳板。</p><p style=\"text-align: justify;\">对于OpenAI而言，引入AMD作为核心战略伙伴，是其降低对英伟达技术过度依赖的关键一步。就在不到两周前，OpenAI刚刚与英伟达达成一项价值1000亿美元的股权与供应协议，用于建设10吉瓦的算力基础设施。如今与AMD的6吉瓦协议，进一步确保了其庞大算力版图的供应安全与弹性。</p><h2 id=\"id_204669942\" style=\"text-align: start;\">AI“闭环经济”的浮现与隐忧</h2><p style=\"text-align: justify;\">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。</p><p style=\"text-align: justify;\">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 style=\"text-align: justify;\">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>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/6410be6b5123772ac71614d8d2bc8d0d","relate_stocks":{"NVDA":"英伟达","AMDL":"GRANITESHARES 2X LONG AMD DAILY ETF","AMD":"美国超微公司","AVGO":"博通"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1194045967","content_text":"周一消息，OpenAI与AMD达成价值数百亿美元的芯片交易。同时，OpenAI获得AMD认股权证，允许其以每股1美分的价格收购AMD最多10%的股份。消息称OpenAI正在研究各种方式来支付建设成本，AMD和OpenAI正在启动大规模AI算力扩建计划，OpenAI考虑通过股权、债务等方式为建设提供资金。根据协议条款，OpenAI承诺将采购相当于6吉瓦算力的AMD芯片，从明年的MI450芯片开始。OpenAI将直接或通过其云计算合作伙伴购买芯片。AMD首席执行官在接受采访时说，这笔交易将在未来五年内为AMD带来数百亿美元的新收入。两家公司没有透露该计划的预期总成本，但AMD表示，每吉瓦计算能力的成本高达数百亿美元。如果OpenAI达到某些部署里程碑，OpenAI将以每股1美分的价格分阶段获得高达1.6亿股AMD股票的认股权证，约占该芯片公司的10%。此外，AMD股价必须上涨，认股权证才能行使。这项合作是迄今为止人工智能行业最大的GPU部署协议之一，它不仅为AMD的AI芯片技术提供了强有力的背书，也凸显了OpenAI在构建其万亿美元级别算力基础设施过程中，寻求供应链多元化并减少对单一供应商依赖的迫切战略。行权价0.01美元？深度绑定：不只是买卖，更是股权联盟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”。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。据彭博报道，部分认股权证的行权还与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。值得注意的是，另据英国《金融时报》报道，这项认股权证允许其基于AMD“达到某些股价目标”以及OpenAI部署其芯片的情况，以0.01美元的行权价逐步购买最多1.6亿股股票。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。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”。重塑AI芯片竞争格局长期以来，AMD在AI加速器市场一直被视为“遥远的第二名”，远远落后于英伟达。这项协议的达成，标志着AMD获得了生成式AI浪潮中最前沿的旗舰客户，极大地验证了其下一代Instinct产品路线图的实力。根据数据，AMD今年的AI GPU收入预计为65.5亿美元，而与OpenAI的合作将成为其收入增长的强大跳板。对于OpenAI而言，引入AMD作为核心战略伙伴，是其降低对英伟达技术过度依赖的关键一步。就在不到两周前，OpenAI刚刚与英伟达达成一项价值1000亿美元的股权与供应协议，用于建设10吉瓦的算力基础设施。如今与AMD的6吉瓦协议，进一步确保了其庞大算力版图的供应安全与弹性。AI“闭环经济”的浮现与隐忧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。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":{"AMD":1.1,"AMDL":1.1,"AVGO":1.1,"NVDA":1.1}},"isVote":1,"tweetType":1,"viewCount":58,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":479898358588224,"gmtCreate":1758186375428,"gmtModify":1758186962056,"author":{"id":"3552116731877488","authorId":"3552116731877488","name":"大a药丸","avatar":"https://static.tigerbbs.com/bb63e4bbf7eba1503b03fc124bf27956","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3552116731877488","authorIdStr":"3552116731877488"},"themes":[],"htmlText":"<a 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