AMD（AMD.US）近期与OpenAI的深度合作，无疑在2025年的AI芯片市场掀起了波澜。 这项合作涉及数十亿美元的交易，OpenAI将采购6吉瓦算力的AMD芯片，并可能通过股权激励进一步绑定双方利益。 这一举措不仅预示着AI算力需求的持续井喷，也引发了市场对于AMD能否挑战英伟达在 AIGPU 领域长期主导地位的广泛讨论。

但与英伟达一样，AMD也被卷入不断升级的中美贸易对峙之中。华盛顿以安全担忧为由，对向一些亚洲国家出口最强劲性能的AI加速器产品施加严格限制。美国芯片巨头们一直在游说放宽这些规则，认为在中国市场开展更多业务将会强化美国AI实力，但是特朗普政府对于此类游说一直持谨慎立场。

OpenAI, Oracle, and Related Digital plan a $7B data center campus in Michigan, promising thousands of jobs, DTE-backed power, and a LEED closed-loop design.

OpenAI, the creator of ChatGPT, is opening a massive new data center in Michigan that state officials say will be one of the ...

OpenAI, Oracle and Related Digital will build a data-center campus of more than 1 gigawatt in Saline Township, Michigan, as ...

OpenAI and Oracle expand Stargate AI with a new Michigan data center, promising economic growth and sustainable tech.

In early October, OpenAI president Greg Brockman and AMD CEO Lisa Su made the rounds of TV news shows, smiling ear to ear as ...

An AI data center in southern Washtenaw County will move forward despite initial rejection by local officials and ongoing ...

The development would be part of the "Stargate" artificial intelligence initiative by companies OpenAI and Oracle.

Michigan has been selected for a $500 billion OpenAI Stargate project, which will create 2,500 construction jobs, 450 onsite ...

Part of Oracle and OpenAI’s 4.5-gigawatt Stargate expansion, the project is the largest one-time investment in Michigan history.| BusinessFacilities.com ...