저자: LisaSu · 외국인
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AMD와 Meta가 6기가와트 규모 AI 칩 공급 파트너십을 확대했다고 발표. Lisa Su는 이를 AI 인프라 대규모 투자의 사례이자 양사·주주에게 윈윈이라고 설명. Meta에 AMD 주식 워런트 1억6천만 주(성과 조건부 베스팅)를 부여하는 구조에 대해 시장 1조 달러 규모 AI 가속기 시장에서 승자에 베팅하는 전략적 제휴이며 모든 것이 성과 기반이라고 답변. 기가와트당 수십억 달러대 매출 발생 가능성 언급.
다듬은 글
15. Uh chipmakers expanding its partnership with Meta, they are long-standing partners, uh announcing a chip deal to deploy 6 gigawatts. Don't worry, we're getting going in this of computing power from Meta's AI data centers. And joining us now exclusively on AM, I'm so just so thrilled to see you, AMD chair and CEO Lisa Su, a new guest to the show.
Lisa, first I'm just going to offer you congratulations. This is a terrific deal, and I know that these kinds of things could never have happened without your hard work and the turn that you have uh engendered at AMD. Well, first of all, Jim, uh great to be here. Thank you. Uh it's a big day for AMD.
We are super excited about uh this partnership, the expansion of our partnership with Meta, and it really is, you know, another example of how like the industry is investing big in AI infrastructure right now. And this is all about having the right technologies and the right partners, you know, together building this, you know, AI of the future.
I know you and Mark Zuckerberg talk a great deal. What do you think the game plan is for your Could be the superintelligence that we keep hearing and what does it mean for the consumer? What does it mean for Meta? What does it mean for you? Well, I think this is absolutely First of all, Mark is a a great partner, incredibly ambitious in what he wants to accomplish in the AI world.
This is about superintelligence. This is about bringing all of the capabilities of AI to all applications around the world, and frankly, we want to make it it's AI everywhere for everyone. That's our motto, and I think we very much, you know, share that with Meta. And what we're doing here is really helping them build out their infrastructure.
We're taking our technology and really optimizing it for Meta's most important AI workloads, and we're doing this over the next 5 years, over multiple generations, and so it allows us to, you know, keep building upon that flywheel and getting a you know, great products and great set of capabilities out at the end.
Okay, so Nvidia has a deal. They just They report tomorrow. Probably find out more details, but it's a big deal. Billions of dollars. We know that not that long ago Corning announced a very big deal. Neither of those deals involved Meta taking a share in them. Why is Meta taking a share in you? Well, here's the thing that's important about AI infrastructure, Jim.
We are at a time and a place where the industry is moving so fast and it's about how do we accelerate the rate and pace of innovation. And that's exactly what our strategic relationship with Meta is all about. You know, we've been working really well together. Our teams are very much you know, working on sort of the future, but we wanted to take a big step function increase in that engagement and you know, that's the beauty of this agreement that we're talking about.
It is actually a win for AMD. It's a win for Meta and it's a win for our shareholders in the sense that we're deploying at huge scale. I mean 6 gigawatts is an incredible amount of compute. We are agreeing to optimize hardware, software and systems together and we're optimizing specifically for the most important AI workloads going forward.
So, I view this as you know, really tying the company strategically and when you think about you know, there are are very few companies that can actually invest at the scale that we're talking about. It's a great partnership. Lisa, I wanted to follow up on that particular area in terms of the warrants here.
You It's 160 million shares of AMD common structured to vest again at specific milestones associated with as you write in the release, the GPU shipments and when they're achieved. You you had a similar deal with Open AI when you announced that. It was also 160 million and some of your shareholders, couple of them I spoke to this morning said it's you know, it's 20% of the company conceivably under warrant here, why are you including these?
I mean, you explained it to a certain extent, but there are the cynics would say, "Well, you have to because otherwise they're not going to buy your chips." How do you respond to that? Oh, David, you know, I I would take a step back and say, "Look, we are sizing this AI um accelerator market at, you know, a trillion dollars over the next 5 years." It's a huge, huge market.
And we're actually at an inflection point where um you know, I'm a big believer in there's no one-size-fits-all. Frankly, you need a lot of different types of compute. Um AMD has all of the pieces, so we have CPUs, GPUs, we have the system infrastructure. And what we want to do is place bets on, you know, who we think are going to be the winners in AI innovation going forward.
So, this is about strategic partnership. Um I think, you know, everything that we do when we look at the structures of this is to ensure that it's a win-win, so everything is performance-based. Uh there's a tremendous amount of revenue coming into AMD. Every gigawatt of compute is um you know, double-digit billions of revenue to us.
Uh and then when you think about all of the ecosystem value in terms of increasing, you know, and improving our hardware ecosystem, our software ecosystem, and it really accrues to every customer that uses AMD. So, it is a special time, it's a special place, and it's an opportunity uh for us to supersize what was already a fantastic partnership.
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