AMD开盘涨超30%！与OpenAI达成巨额算力供应协议

Group 1 - OpenAI is establishing strategic partnerships with AMD and NVIDIA to secure AI chip supply, including a warrant allowing OpenAI to purchase up to 160 million shares of AMD at $0.01 per share, potentially acquiring about 10% of AMD's equity [1][2] - AMD's stock price surged over 30% following the announcement, reaching a peak of over $215 per share, with a current increase of 27.3% [1] - The partnership includes a commitment from AMD to deploy 6 gigawatts of AMD GPUs, starting with 1 gigawatt of AMD Instinct MI450 GPUs in the second half of 2026 [2] Group 2 - AMD's CEO stated that the collaboration aims for a win-win situation, with projections of hundreds of billions in revenue for AMD and accelerated AI infrastructure for OpenAI [2] - The vesting of shares for OpenAI is contingent upon the large-scale deployment of AMD chips in data centers, with the first vesting occurring with the initial 1 gigawatt deployment [2][3] - NVIDIA's investment plan of up to $100 billion in OpenAI is also tied to chip supply and is subject to conditions related to the construction and deployment of AI data centers [3] Group 3 - OpenAI is diversifying its supply chain by partnering with storage chip manufacturers Samsung and SK Hynix to ensure high bandwidth memory (HBM) supply, aiming to produce 900,000 DRAM wafers monthly [4] - The partnerships with chip manufacturers are designed to secure sales channels and enhance competitive positioning in the market [4] - Stock price movements of AMD and NVIDIA reflect market reactions to these partnerships, with NVIDIA's stock rising over 3% on the day of its investment announcement in OpenAI [4]