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💡 AMD reveals the "settler posture," shock the AI industry! Give out shares for 1 cent. Redeem $100 billion! 💡💻

💡 AMD reveals the "settler posture," shock the AI industry! Give out shares for 1 cent. Redeem $100 billion! 💡

💻🌐 the tech industry was sweltering! When AMD, the chipmaker giant, announced the closure of its historic AI infrastructure deal with two superpowers like Meta and OpenAI! 🚀 But the peak was not on the size of the deal, but on the "financial structure" that analysts took to calling "smart-level strategy"! 🧠

💥 How special is this deal? Let's see! 💥

✅ 1. Exchange cheap shares like free!

AMD gives Meta and OpenAI the right to buy up to 160 million AMD shares for just 1 cent per share! Yes, sir...1 cents! 😱 It's a price that's almost like giving each other a free share to attract the most customers.

✅ 2. In exchange for "enormous demand for AI chips."

On the other hand, both companies are committed to installing AMD's MI450 GPU chips at capacity levels up to 6 gigawatts! 🔋⚡ in the next few years, which will generate huge revenue for AMD in the long run.

✅ 3. Both Win-Win conditions.

The right to buy shares does not come for free! It is bound to an important condition: the price of AMD shares must reach $600! (from about $196 during the deal announcement) 📈, and both Meta and OpenAI must install the chips as they are targeted if the conditions are complete...Each company will hold about 10% of AMD shares. Go for it! 🏆

✅ 4. Change customers to "strategic partners."

AMD CEO Lisa Su called this strategy "transformational"! It's a great way to transform customers from chip buyers to "partners" who have a stake in the company's success without the traditional discounting model. 🎉

💸📈 Shocking financial results! 💸📉

Piper Sandler estimates that this deal could raise AMD by about a hundred billion dollars over the next five years! 🤩💰 marks a huge leap forward in the ever-monopolized AI chip market.

🔥 Overall opinion in the industry: Although this deal is exotic and looks "giveaway," many parties see it as Lisa Su's deep strategy to grow their customer base, mold revenue, and build their own AI ecology in the long run, where the company's stock is delivered when all success conditions are complete. It's a long game to watch! 🎮🏆

👉 Do you think this strategy will help AMD compete for AI chip market share? Let's talk below! 👇

# deepkub # AMD # OpenAI # Meta # AI chip# GPU # LisaSu # Technology deal # Tech stock # AI industry # Innovation

1 day agoEdited to

... Read moreการเปิดตัวกลยุทธ์ใหม่ของ AMD ด้วยการแจกหุ้นราคาต่ำมากเพียง 1 เซนต์เพื่อดึงดูด Meta และ OpenAI ถือเป็นแผนการตลาดที่ฉลาดและท้าทายตลาดเทคโนโลยีอย่างแท้จริง ในฐานะที่ติดตามข่าววงการชิป AI มาสักพัก ผมเห็นว่านี่เป็นการผสมผสานระหว่างการลงทุนและพันธมิตรแบบ win-win ซึ่งช่วยให้ทั้งสามฝ่ายเติบโตไปด้วยกันในระยะยาว สิ่งที่น่าสนใจคือการผูกข้อแลกเปลี่ยนที่ทำให้ทั้งสองบริษัทต้องติดตั้งชิป MI450 ของ AMD ในปริมาณมหาศาลถึง 6 กิกะวัตต์ ซึ่งถือเป็นการสร้างความต้องการที่มั่นคงและต่อเนื่อง นั่นหมายความว่า AMD ไม่เพียงแค่รับคำสั่งซื้อ แต่ยังได้ฐานลูกค้าใหญ่ที่พร้อมเป็นพันธมิตรช่วยกันขยายระบบนิเวศน์ AI ของตน นอกจากนี้การตั้งเงื่อนไขว่า หุ้นจะถูกส่งมอบเมื่อราคาหุ้นพุ่งถึง 600 ดอลลาร์ ยังช่วยป้องกันความเสี่ยงและกระตุ้นให้ทุกฝ่ายมุ่งมั่นที่จะทำให้ธุรกิจเติบโตอย่างยั่งยืน ไม่ใช่แค่แจกหุ้นที่ราคาถูกเพียงอย่างเดียว จากประสบการณ์ส่วนตัวในการติดตามแวดวงเทคโนโลยีและการลงทุน ผมมองว่ากลยุทธ์นี้สะท้อนถึงวิสัยทัศน์ของ Lisa Su ที่ต้องการยกระดับ AMD ให้กลายเป็นผู้นำในตลาด AI chip ที่มีการเติบโตสูงมากในอนาคต ด้วยการสร้างพลังจากการร่วมมือระหว่างพันธมิตรใหญ่ ซึ่งแม้จะดูเหมือน "แจกเยอะ" ในตอนแรก แต่เป็นการลงทุนที่มองการณ์ไกลอย่างแท้จริง สำหรับคนที่สนใจตลาดหุ้นและเทคโนโลยี AI ถือว่าเป็นดีลที่น่าสนใจอย่างมาก และช่วยสะท้อนว่าวงการ AI กำลังจะเปลี่ยนแปลงแบบก้าวกระโดด นอกจากจะเห็นการพัฒนาผลิตภัณฑ์ใหม่ ๆ แล้ว ยังมีการสร้างระบบพันธมิตรทางธุรกิจที่เป็นมากกว่าลูกค้าหรือซัพพลายเออร์ธรรมดาอีกด้วย

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