AMD's OpenAI, Meta chip deals trigger $1 billion quarterly charge

FILE PHOTO: AMD logo is seen in this illustration taken June 11, 2026. REUTERS/Dado Ruvic/Illustration/File Photo

SAN FRANCISCO, Nov 3 (Reuters) - Advanced ⁠Micro Devices' strategy of offering stakes in its future success to major AI customers OpenAI and Meta Platforms in ⁠exchange for big chip commitments is beginning to leave a sizeable imprint on its profits.

AMD in February agreed to ‌sell up to $60 billion worth of AI chips to Meta over five years, giving the Facebook owner warrants that could let it buy as much as 10% of the chip firm if it meets certain milestones. The deal followed a similar agreement with OpenAI last year, giving the startup the option to buy up ​to roughly 10% of the chipmaker.

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资料图片：这张摄于2026年6月11日的插图显示了AMD的标志。路透社/Dado Ruvic/插图/资料图片

旧金山，11 月 3 日（路透社）——AMD 的战略是向主要人工智能客户 OpenAI 和 Meta Platforms 提供未来成功的股份，以换取大量的芯片订单，这一战略开始对其利润产生显著影响。

今年2月，AMD同意在五年内向Meta出售价值高达600亿美元的人工智能芯片，并向这家Facebook母公司授予认股权证，使其在达到特定里程碑后可以收购AMD至多10%的股份。此前，AMD去年也与OpenAI达成了类似的协议，赋予这家初创公司收购AMD至多约10%股份的选择权。

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