摩根士丹利发表研究报告指，AMD宣布与OpenAI达成协议，获OpenAI入股，料持股高达10%，双方并 将开展AI芯片长期合作，未来数年部署6GW的AI运算容量，投资规模逾1000亿美元。大摩预期， OpenAI入股将推动AMD生态系统发展，合作首阶段1GW部署计划于明年下半年启动，采用AMD Instinct MI450 GPU，预期合作具潜在变革性，但提醒AMD仍需向市场证明与英伟达相比，其投资回报 率亦具竞争力，因此仍维持"与大市同步"评级，目标价从168美元上调至246美元。 ...

AMD has signed a multi-year chip supply deal with OpenAI that could generate tens of billions in revenue for the chipmaker, helping accelerate its momentum in the AI industry. AMD has agreed to supply 6 gigawatts of compute capacity to OpenAI — enough to power up to 4.5 million homes — across multiple generations of its Instinct GPUs, starting with the Instinct MI450 GPU. OpenAI will receive the first gigawatt of capacity in the second half of 2026, when the new chip is scheduled for deployment.  AMD claim ...