OpenAI投资AMD，股价一夜暴涨千亿

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 and an option for OpenAI to acquire up to 10% equity in AMD [1][2][12] - 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 [2][10] - OpenAI's recent investment in AMD comes shortly after Nvidia announced a partnership with OpenAI, involving a potential investment of up to $100 billion [3][11] Group 2 - As part of the collaboration, AMD will deploy a total of 6 gigawatts (GW) of GPU power, starting with 1 GW of AMD Instinct MI450 GPUs planned for deployment in the second half of 2026 [5][6] - AMD issued warrants for up to 160 million shares of common stock to OpenAI, which will be unlocked as deployment milestones are achieved [7][8] - The partnership is seen as a critical step for OpenAI in building an alternative to Nvidia's dominance in the AI infrastructure space [11] Group 3 - AMD anticipates significant revenue from the partnership starting next year, with further acceleration expected by 2027, potentially leading to AI business revenues exceeding $100 billion [10][12] - OpenAI's CEO highlighted the importance of this collaboration in enhancing AI capabilities and accelerating progress in the field [11][12] - The partnership reflects a broader trend in the tech industry towards substantial investments in AI infrastructure and the growing demand for high-performance AI tools [9]