AMD allows OpenAI to "acquire a 10% stake" with the stock price big pump 24%, declaring war on Nvidia Cuda?

AMD signed a 6 GW GPU agreement with OpenAI and bundled warrants, and AMD's stock price soared 24% in a single day, head-on against Nvidia. (Synopsis: OpenAI completed a private sale of 6.6 billion magnesium shares, and the valuation soared by 500 billion magnesium!) Hedge head-on with Musk xAI) (Background supplement: The White House announces the official shutdown of the US government, Trump officials shout praise: take the opportunity to fire redundant employees) Six gigawatts (GigaWatt) computing power, 160 million warrants, 24% stock price jump - On October 6, when the generative AI boom continues to heat up, AMD and OpenAI announced a strategic cooperation agreement, officially pushing the competition of AI infrastructure to a new height. According to an AMD press release, OpenAI will deploy 6 GW of GPU infrastructure over the next few years. The most eye-catching aspect of the agreement is the stock warrant terms: OpenAI is able to acquire up to 160 million AMD warrants at a price of $0.01 per share, representing approximately 10% of the outstanding shares, and the exercise is linked to the GPU deployment progress, with a maximum exercise price of $600 until October 5, 2030. Market excitement: AMD's stock price soared 24% in a single day After the news was released, AMD's stock price soared 24% to $203.71, and its market value increased by $63.4 billion overnight, rushing to $330.6 billion, surpassing some Dow Jones components. CEO Su Zidong said publicly: "This is one of AMD's largest deployments to date, and it is a big event for the company and shareholders." She estimates that AI-related revenue is expected to rise from $6.55 billion this year and further exceed $100 billion after 2027. Diversified computing power: MI450 vs. Nvidia OpenAI has long relied on Nvidia, but in order to reduce the risk of a single supply, AMD's latest Instinct MI450 chip, MI450 uses CDNA4 architecture, focusing on high-bandwidth memory and rack-level integration, and even forcing Nvidia to upgrade the next generation of Rubin platform specifications. Together, the two companies will optimize ROCm software, cooling, and topology to maximize cluster performance. AI capital expenditures are often worth hundreds of billions of dollars, raising doubts about a repeat of the dot-com bubble. Greg Brockman, president of OpenAI, said that the company uses debt and equity tools simultaneously, and the market still underestimates future computing power needs. Bernstein analyst Stacy Rasgon pointed out that AMD's future earnings are closely related to whether OpenAI can implement expansion plans. The warrant model binds equipment procurement to shareholder returns, or becomes the norm for AI orders, reflecting capital's high thirst for computing power. From the GPU itself to supporting financing options, AMD's partnership with OpenAI to demonstrate AI infrastructure competition is escalating across the board. Nvidia is still the industry leader, but the trend of supply diversification has begun. In the next few years, chip performance, software ecology and capital structure will simultaneously rewrite the industrial landscape, and investors must also judge whether this 6 GW gamble will eventually be exchanged for long-term value between the outbreak and the bubble. Related reports TBW2025" Google, AMD certification "AI+Web3" is too important: chip computing needs blockchain to upgrade trust The latest rumors of Microsoft Xbox handheld: equipped with a custom low-power AMD APU, fighting with the Switch? Su Zidong's AI era survival guide for young people: AMD's three major strategies, is Dr. Chan useful? Persimmon to pick hard to eat "AMD let OpenAI "stake in one percent" stock price soared 24%, full declaration of war Nvidia Cuda? This article was first published in BlockTempo's "Dynamic Trend - The Most Influential Blockchain News Media".