#AGI
OpenAI 正式與 AMD 達成協議，有望取得多達 10% 的股權，並在未來數年內部署高達 6GW 的 AMD Instinct GPU，首批部署將於 2026 年啟動。此舉標誌着 AMD 成為 OpenAI 關鍵戰略合作夥伴，也令 AMD 股價一度飆升逾 30%。這筆合作不僅加速 OpenAI 的基礎建設擴展，也減輕對 Nvidia 的依賴，為整個 AI 生態系統注入競爭活力。
🔍 Why it matters: This is one of the largest GPU supply deals ever, positioning AMD as a serious rival to Nvidia in the AI hardware race.
🌐 The big picture: OpenAI is building a trillion-dollar AI infrastructure footprint—fast—making moves to secure compute, capital, and strategic control across the ecosystem.
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Full article https://www.cnbc.com/2025/10/06/openai-looks-to-take-10percent-stake-in-amd-through-ai-chip-deal.html