7.1 Investments Meta与AMD签署1000亿美元AI芯片协议，Meta可获最多10% AMD股份。AMD股价上涨，Meta因资本支出担忧下跌。
Meta与AMD签署了一项具有里程碑意义的多年期协议，价值高达1000亿美元。根据协议，AMD将在五年内为Meta提供6吉瓦的AI算力，核心为MI450 GPU芯片和为Meta AI工作负载定制的CPU。首批1吉瓦芯片预计于2026年下半年部署。 Meta有权通过基于业绩的认股权证收购最多10%的AMD股份，相关权证将在AMD达到特定里程碑和股价目标时归属。该协议类似于AMD此前与OpenAI的合作，使AMD直接与Nvidia和Broadcom展开竞争。 此次合作预计将大幅扩展Meta的AI基础设施，Meta计划在AI扩展上投入超过1300亿美元。消息公布后，AMD股价大涨，而Meta股价因投资者担忧资本支出增加而下跌。
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