SemiAnalysis@SemiAnalysis_
65AI 编辑部评分,满分 100
2026-08-03 22:01· 40分钟前
跳到正文
AI 摘要

去年底至今年初,AMD与Meta和OpenAI达成协议,向其提供基于性能的认股权证,该权证根据最多6GW AMD Instinct GPU的采购和部署情况分批归属——同时归属条件还取决于AMD股价能否跨越逐步升至600美元的多重门槛。(1/3)🧵

Late last year and earlier this year, AMD struck deals with Meta and OpenAI to provide them with performance-based warrants that vest based on the purchase and deployment of up to 6 GW of AMD Instinct GPUs - with vesting also dependent on AMD's share price crossing various hurdles stepping up to $600. (1/3)🧵

SemiAnalysis · @SemiAnalysis_ · X·2026-08-03 22:01·40分钟前
在 X 看原推· x.com
AI 摘要

去年底至今年初,AMD与Meta和OpenAI达成协议,向其提供基于性能的认股权证,该权证根据最多6GW AMD Instinct GPU的采购和部署情况分批归属——同时归属条件还取决于AMD股价能否跨越逐步升至600美元的多重门槛。(1/3)🧵

Late last year and earlier this year, AMD struck deals with Meta and OpenAI to provide them with performance-based warrants that vest based on the purchase and deployment of up to 6 GW of AMD Instinct GPUs - with vesting also dependent on AMD's share price crossing various hurdles stepping up to $600. (1/3)🧵

在 X 查看原推x.com