Workflow
苏姿丰又收购一家AI公司!马斯克朋友创办
AMDAMD(US:AMD) Sou Hu Cai Jing·2025-11-11 08:23

Core Insights - AMD has completed the acquisition of AI inference startup MK1, which will enhance its AI software capabilities and accelerate its enterprise-level AI initiatives [2][6] - MK1, led by Paul Merolla, focuses on high-speed inference technologies optimized for large-scale deployment, with a team comprising former engineers from Neuralink, Meta, Tesla, and Apple [2][6] - This acquisition is part of AMD's broader strategy to strengthen its position in the AI sector, following several other acquisitions aimed at enhancing its software capabilities [6][7] Company Developments - AMD's recent acquisitions include ZT Systems for $4.9 billion, Enosemi, and Untether AI, among others, indicating a strong push into the AI market [6][7] - The company reported a record revenue of $9.25 billion for Q3, a 36% year-over-year increase, and a net profit of $1.2 billion, up 61% [7] - AMD's stock price has doubled this year, reaching $243.98 per share, with a total market capitalization of $397.2 billion [7] Strategic Partnerships - AMD is collaborating with OpenAI, with plans to deploy 1 gigawatt of AMD Instinct MI450 GPUs by the second half of 2026, indicating a significant partnership in AI computing [7] - The company anticipates substantial growth in its AI business, projecting revenues to reach hundreds of billions by 2027 [7]