Sou Hu Cai Jing·2025-10-15 12:41Group 1 - Oracle Cloud Infrastructure announced plans to deploy 50,000 new AI chips from AMD in its data centers starting in the second half of next year [1] - The AI chips, named MI450, will be AMD's first AI chip capable of being assembled into rack systems, utilizing the latest 2nm technology and allowing for 72 chips to work in coordination [1] - In Q2 of this year, AMD shipped approximately 100,000 AI chips, while industry leader NVIDIA shipped 1.5 million chips, indicating a significant market share difference [1] Group 2 - OpenAI recently entered into a multi-year partnership with AMD, with estimated chip purchases amounting to several billion dollars [3] - OpenAI also signed a cloud computing agreement with Oracle, with reports suggesting the total contract value could reach $300 billion, approximately 2.1 trillion yuan [3] - Following these announcements, AMD's stock price increased by 0.77% on the closing day [3]