# AMD与Meta及OpenAI达成6GW性能认股权协议

- 来源：SemiAnalysis (@SemiAnalysis_)
- 发布时间：2026-08-03 22:01
- AIHOT 分数：65
- AIHOT 链接：https://aihot.virxact.com/items/cmsdbv0si184froeu99gtcx16
- 原文链接：https://x.com/SemiAnalysis_/status/2084278532729889264

## 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)🧵

## 正文

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）🧵