与OpenAI达成人工智能基础设施交易后，AMD股价飙升25%

Advanced Micro Devices (NASDAQ:AMD) signed a pact with Microsoft (NASDAQ:MSFT)-backed OpenAI to roll out AI infrastructure under a deal that is expected to deliver tens of billions of dollars in revenue for AMD.

Shares of AMD surged about 25% premarket on Monday.

The companies inked an agreement for OpenAI to deploy six gigawatts of AMD graphics processing units, or GPUs, over multiple years, and multi-generation agreement.

AMD has issued OpenAI a warrant for up to 160 million shares, which will vest upon achievement of milestones.

The first tranche vests with the initial 1 gigawatt deployment, with additional tranches vesting as purchases scale up to 6 gigawatts. Vesting is also tied to AMD achieving certain share-price targets and to OpenAI achieving the technical and commercial milestones required to enable AMD deployments at scale. 

The targets require AMD’s stock price to continue to increase in value and future exercise points include a tranche tied to a share price of $600, as per Bloomberg News. AMD shares closed at $164.67 on Friday.

“This partnership is a major step in building the compute capacity needed to realize AI’s full potential,” said Sam Altman, co-founder and CEO of OpenAI. 

The deal is among the latest being carried out by OpenAI build out more computing capacity amid the AI boom.

Last month, Nvidia (NVDA) said it plans to invest up to $100B in OpenAI progressively to build and deploy at least 10 gigawatts of AI data centers with Nvidia systems.

“Our partnership with OpenAI is expected to deliver tens of billions of dollars in revenue for AMD while accelerating OpenAI’s AI infrastructure buildout,” said Jean Hu, EVP, CFO and treasurer, AMD. 

Update: The story was updated with more information.