AMD(US:AMD) 量子位·2025-10-07 04:43Core Viewpoint - OpenAI has entered into a strategic partnership with AMD, committing to deploy a total of 6GW of AMD GPU computing power over the coming years, with the first 1GW set to be deployed in the second half of 2026 [2][10]. Group 1: Partnership Details - OpenAI will deploy a total of 6GW of AMD GPU computing power, starting with 1GW in late 2026, and will gradually expand to cover multiple generations of AMD's Instinct products [2][10]. - AMD has granted OpenAI warrants to purchase up to 160 million shares at a price of $0.01 per share, potentially allowing OpenAI to acquire approximately 10% of AMD's equity if fully exercised [3][5][15]. - The exercise of these warrants is contingent upon specific milestones, including the completion of the first 1GW deployment and AMD achieving certain stock price targets [13][14]. Group 2: Market Impact - Following the announcement of the partnership, AMD's market capitalization surged from approximately $267.2 billion to $330.6 billion, with further increases pushing it above $340 billion [6]. - OpenAI's investment in AMD can be seen as a strategic move to reduce its reliance on NVIDIA, which has historically been its primary supplier for computing power [17][19]. - The partnership is expected to generate significant revenue for AMD, potentially amounting to hundreds of billions, while also allowing AMD to capture a larger share of the AI chip market [21]. Group 3: Industry Implications - The collaboration between OpenAI and AMD is viewed as a critical development in the AI computing landscape, marking a shift in supply chain dynamics and competitive positioning within the industry [26]. - NVIDIA's stock experienced a decline following the announcement, indicating market reactions to the shifting alliances in the AI sector [24]. - OpenAI is also reportedly in discussions with Qualcomm to develop custom chips for future models, suggesting ongoing efforts to diversify its supply chain [26].