Latest Business News on Fox Business 10月07日 05:15
AMD携手OpenAI,共塑AI计算未来
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美国半导体巨头AMD与人工智能公司OpenAI宣布达成一项具有里程碑意义的合作。根据协议,AMD将为其下一代人工智能系统提供强大的图形处理器(GPU)。AMD首席执行官苏姿丰表示,此次合作是AI计算领域的重要一步,将为AMD带来显著的营收增长,并加速OpenAI的人工智能计算能力。OpenAI总裁Greg Brockman也表达了对此次合作的乐观态度,认为更强大的AI将帮助人类解决前所未有的挑战,例如开发新技术、攻克疾病以及普及教育。此次合作预计将为AMD带来显著的财务回报,并推动AI技术的进一步发展。

🤝 AMD与OpenAI的战略合作:AMD将为其下一代AI系统提供GPU,旨在增强OpenAI的人工智能计算能力。AMD首席执行官苏姿丰强调了AI计算作为基础的重要性,并预示了此次合作将为AMD带来可观的营收增长。

🚀 推动AI技术发展与应用:OpenAI总裁Greg Brockman认为,更强大的AI能力将帮助人类解决当前难以克服的问题,包括开发新技术、攻克疾病和改善教育。他表达了对AI在解决全球性挑战方面的潜力充满信心。

💡 双方共赢的商业模式:AMD预计,此次合作将带来“双位数”的巨额营收,且每吉瓦(gigawatt)的合作将带来显著的财务收益。OpenAI将在2026年下半年开始使用AMD的MI450芯片,并计划逐步增加使用量,以持续提升其AI系统的性能和效率。

📈 市场积极反响:AMD的股价在消息公布后出现显著上涨,超过27%,这表明市场对此次合作及其对AMD未来业绩的积极预期。此次合作被视为对AI计算领域格局的潜在影响。

🌐 软件与硬件协同:Greg Brockman强调了双方在软件层面的紧密合作,并肯定了AMDCEO苏姿丰在促成此次合作中的领导作用。合作的核心在于持续的计算伙伴关系,将计算能力推向关键应用领域。

Markets are just starting to grapple with U.S.-based semiconductor giant Advanced Micro Devices' potentially industry-shaking partnership with OpenAI — and both companies' leaders are making the rounds as the future of artificial intelligence takes shape. 

AMD CEO Lisa Su and OpenAI President Greg Brockman joined "The Claman Countdown" Monday to discuss the massive partnership in detail. As part of the agreement, AMD will use its graphics processing units (GPUs) to power OpenAI's next-generation AI systems. Su celebrated the deal, touting the "big day" for AMD.

"We're in a place where AI compute is kind of the foundation," Su said during the interview. "Everyone is looking to put more compute on board, and so partnering with OpenAI is the exact right opportunity."

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The AMD CEO also touted the expected revenue growth due to the groundbreaking partnership. "For each gigawatt, it's significant double-digit billions of revenue for AMD. And it's also an opportunity to accelerate AI compute for OpenAI. So it's a win-win all around."

During the second half of 2026, OpenAI will utilize 1 gigawatt of AMD's MI450 chips, the company's next flagship graphics processing unit. Over time, OpenAI is expected to use 6 gigawatts of the powerful GPUs. GPUs are significant computer components for training AI models, and with this investment, OpenAI is expected to continue ramping up efforts to make their systems faster and more efficient. 

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Brockman shared similar enthusiasm for OpenAI's deal with AMD, expressing optimism about the problems humans would be able to solve with more powerful AI.

"I think there are problems that are outside of humanity's ability to conquer on our own," he told host Liz Claman. "What we want from AI is not just productivity increases for everyone, but we really want to be able to help solve problems that develop new technologies, solve diseases, be able to educate everyone in ways that would not be possible without amazing new tools."

Brockman was asked about the possibility of OpenAI having a 10% stake in AMD by the end of the deal. He emphasized that he was simply pleased to continue partnering with one of the world's biggest chip manufacturers.

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"I think that we're already actually sort of key stakeholders to what AMD is creating, right?" he said. "That we've been partnering on the software perspective. I think Lisa is doing an incredible job; this company would not be what it is without her. This deal would not have been possible without her leadership. But I think what we're just excited about is really continuing this compute partnership and bringing compute to where it needs to go."

AMD shares jumped more than 27% during midday trading, signaling an immediate impact in the technology corner of the markets. 

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FOX Business' Danielle Genovese contributed to this report.

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