活久见！英伟达投资OpenAI，OpenAI投资AMD！AMD股价暴涨

Group 1 - AMD's stock price surged over 37% following the announcement of a four-year agreement with OpenAI to provide hundreds of thousands of AI chips, with an option for OpenAI to acquire up to 10% equity in AMD [1][6] - The deal is expected to generate hundreds of billions in revenue for AMD and represents a significant challenge to Nvidia in the lucrative AI accelerator market [1][5] - AMD will deploy a total of 6 gigawatts (GW) of GPU computing power, starting with 1 GW of AMD Instinct MI450 GPUs planned for deployment in the second half of 2026 [3][5] Group 2 - AMD issued warrants for up to 160 million shares of common stock to OpenAI, which will be unlocked as deployment milestones are achieved [5] - The collaboration is seen as a major step for OpenAI in expanding its computing capabilities and reducing reliance on Nvidia, which currently dominates the market [5][11] - AMD's CEO stated that the partnership will combine the strengths of both companies, promoting the development of the AI ecosystem and potentially increasing AMD's AI business revenue to over $100 billion [5][6] Group 3 - OpenAI's CEO emphasized that the partnership is crucial for building the computational power needed to fully leverage AI potential, highlighting AMD's leadership in high-performance chips [6] - Despite its valuation of $500 billion, OpenAI is currently operating at a loss, with projected losses exceeding $5 billion by 2025, while its annual revenue is around $10 billion [11] - OpenAI is also exploring partnerships in Japan and South Korea to expand its market presence and secure funding for its ambitious AI infrastructure projects [12][13]