半年4起，AMD又收购一家AI公司！

Core Viewpoint - AMD has completed the acquisition of AI inference startup MK1, which will enhance its capabilities in AI software and high-speed inference, contributing to its broader AI strategy [4][9]. Group 1: Acquisition Details - MK1, led by Paul Merolla, focuses on high-speed inference and AI technologies optimized for large-scale deployment, with a team comprising former engineers from Neuralink, Meta, Tesla, and Apple [4][9]. - The acquisition is part of AMD's strategy to strengthen its AI software ecosystem and improve its offerings in enterprise-level AI solutions [9]. Group 2: Financial Performance - AMD reported a record revenue of $9.25 billion for Q3, a 36% year-over-year increase, with a net profit of $1.2 billion, up 61% [11]. - The company forecasts Q4 revenue midpoint at $9.6 billion, exceeding market expectations [11]. Group 3: Strategic Moves - AMD has made several acquisitions this year, including Enosemi and Untether AI, investing a total of $36 million in these efforts [11]. - The company is also collaborating with OpenAI, with plans to deploy 1 GW of AMD Instinct MI450 GPUs by the second half of 2026 [11]. Group 4: Market Performance - AMD's stock price has doubled this year, reaching $243.98 per share, with a total market capitalization of $397.2 billion [12].