黄仁勋傻眼！AMD获Meta千亿订单，苏妈赢麻

雷科技

02/25

昨天科技圈出了个爆炸性新闻：Meta和AMD签了个超级大单子！未来五年，Meta要向AMD买6吉瓦（千兆瓦）的AI芯片，总价值超过一千亿美元！据说Meta盯上的是AMD最新的MI450系列，这是AMD用来硬刚英伟达Blackwell的旗舰产品。几个月前，苏姿丰（AMD CEO）就已经和OpenAI签订了相同的协议，同样是6吉瓦采购量，如今再拿下Meta，相当于AMD手里攥着两大巨头的长期订单，合计...

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href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260225152849a4c62dff&s=b\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LU2098885051.SGD","symbol_name":"JPMorgan Funds - Multi-Manager Alternatives A (acc) SGD","start_time":0,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260225152849a4c62dff&s=b","article_id":"2614484705","we_media_id":null,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260225152849a4c62dff&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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AMD wins 100 billion orders from Meta, Su Ma wins hemp","themeId":"f1c1f8c1799a69bb52418ac98ed294a0","isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"SNVD.UK":0.6,"NVD3.UK":0.6,"3NVD.UK":0.6,"NVIW.SI":0.6,"AMDD":0.6,"NVD2.UK":0.6,"NVDY":0.6,"NVDS":0.6,"NVDB":0.6,"AMDG":0.6,"DAMD":0.6,"NVD":0.6,"NVDG":0.6,"NVDD":0.6,"NVDQ":0.6,"AMDW":0.6,"ANV":0.6,"AMDU":0.6,"AMD":1.98,"AMYY":0.6,"AMUU":0.6,"NVDX":0.6,"NVII":0.6,"NVDU":0.6,"AMDY":0.6,"META":1.95,"NVDS.UK":0.6,"2NVD.UK":0.6,"DIPS":0.6,"NVDW":0.6},"content_text":"昨天科技圈出了个爆炸性新闻：Meta和AMD签了个超级大单子！未来五年，Meta要向AMD买6吉瓦（千兆瓦）的AI芯片，总价值超过一千亿美元！据说Meta盯上的是AMD最新的MI450系列，这是AMD用来硬刚英伟达Blackwell的旗舰产品。几个月前，苏姿丰（AMD CEO）就已经和OpenAI签订了相同的协议，同样是6吉瓦采购量，如今再拿下Meta，相当于AMD手里攥着两大巨头的长期订单，合计超12吉瓦，AMD赢麻了。不过，与以往的标准化采购不同，此次与Meta的合作首次涉及定制化GPU的联合开发。Meta将深度参与芯片架构设计，针对其社交推荐算法和生成式AI应用的推理场景进行专门优化。重点来了！这笔交易不只是买卖关系，AMD还要给Meta 10%的股权！但这一权益的兑现与AMD的股价表现直接挂钩，只有当AMD股价触及600美元关口时，Meta才能解锁最后一批股权。这种你买我芯片，我给你股份的玩法，业内叫“循环融资”。即采购方（Meta）向供应方（AMD）支付巨额预付款或承诺长期订单，而供应方则以股权、技术服务或返点形式回馈采购方。这种安排本质上是一种以订单换股权、以股权锁供应的战略合作。简单说就是：大客户砸钱锁供应，供应商用股权绑住大客户，实现双赢。为啥Meta这么急？看看扎克伯格的账单就懂了。扎克伯格今年1月在一篇社交媒体帖子中称，去年花费了720亿美元建设人工智能数据中心，并计划继续投入高达1350亿美元的巨资。未来十年目标：部署数百亿千瓦算力。这花钱速度，跟把美元当纸烧没什么区别！但小扎也说过：AI这局赌不起就出局。因此全指望英伟达一家显然不是明智之举。所以上周刚跟英伟达签了百亿大单，这周又找AMD，两手都要抓，两手都要硬。说实话，AMD在AI芯片领域一直被英伟达压着打，市场份额确实有点差距。但这次Meta的千亿订单，简直是雪中送炭+锦上添花。苏姿丰在一场记者会上表示：与Meta的这笔交易将帮助公司更好地与英伟达竞争。当然，小雷认为这次合作最大的信号是“定制化”成为新趋势。科技研究机构Creative Strategies分析师本·巴加林也评论称：“软件定义芯片或将成为新的技术趋势。”看来，以后大厂将不再满足于买通用芯片，而是要根据自己的具体业务，让芯片厂商“私人订制”了。","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"2","news_tag":"shareholding","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"}}}