交银国际发表报告,超微半导体(AMD.US) 宣布与Meta(META.US) 达成6GW数据中心基础设施的开发协议,其中META承诺第一个GW的开发,并从今年下半年开始录取交付。视项目推进情况,AMD向META发行对应1.6亿股(约占10%股本)的窝轮。该行认为该项目与之前OpenAI项目相似,预测第一个GW对应150亿至210亿美元收入。该行微调超微2026财年首季收入、Non-GAAP...
Source Link交银国际发表报告,超微半导体(AMD.US) 宣布与Meta(META.US) 达成6GW数据中心基础设施的开发协议,其中META承诺第一个GW的开发,并从今年下半年开始录取交付。视项目推进情况,AMD向META发行对应1.6亿股(约占10%股本)的窝轮。该行认为该项目与之前OpenAI项目相似,预测第一个GW对应150亿至210亿美元收入。该行微调超微2026财年首季收入、Non-GAAP...
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