Meta给AMD600亿大单

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meta给MD下了一个超级大单

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而且呢从今年下半年就开始部署啊

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这个消息传出来之后呢

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AAMD股价直接盘前涨了12%啊

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最后收盘呢涨了8%点几

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又远呢增加了300多亿美金的市值

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实际上呢meta这么做呢

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也一方面呢

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给英伟达呢可以产生一个新的对手啊

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而且呢

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又伟达在这个行业里面

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占了95%以上的份额

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所以你看AAMD的财报呢其实蛮不错的啊

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去年的话是销售额是300多亿美金啊

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今天涨上40多亿美金

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但是净利润呢只有10%不到

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但是你看一下英伟达的财报

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55%的净利润

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所以所有的这个科技巨头呢看到这财报之后

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肯定是又爱又恨啊

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一方面呢这个巨额的研发支出

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一大半呢让英文达占走了

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然后其次呢那自己呢又不得不去面对啊

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GPU又伟达GPU供不应求的场面

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那这一次啊metal呢主动的去签订这种合同

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然后呢AAMD呢也是啊

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给他一个很肯定的回报

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说如果股价到600美金是美金的时候呢

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按照一分期一美分啊

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给到迈卡1.6亿股的股票认证

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意味着什么呢

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如果哈这种到了600美金的话

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那meta就是AAMD的大股东

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占了他10%的股份了

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所以这就是美股的巨头之间的互相捆绑哈

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左脚踩右脚

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去年这么干的是open i

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但欧美莱呢它有个问题是什么

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就是它自身的现金流

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不足以支撑这么大的采购额

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你看他搁啊

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因为他签合同啊

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说签一采购啊

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和微软啊千亿的数据中心啊

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和甲骨文三四千亿的数据中心啊

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和AMD签订了这个啊左脚采购给的合同之后呢

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自身呢资金链有问题

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所以呢根本就兑现不了承诺

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那这一次和和meta和AMD合作

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为什么

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大概率能成呢

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因为meta每年的研发支出大概在800多亿啊

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每年拿出来研发支出的25%到30

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是没有问题的

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所以AAMD来讲

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这一次呢是真的啊真正的站起来了

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所以整个科技巨头的这种打法呢

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就是互相扶持啊

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互相的这个啊签字

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然后呢避免一家独大

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那避免呢一一家呢把这个利润全部占走

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总体来讲呢对这个生态的平衡是个好事

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所以接下来可以看一下

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AM0能在市场份额里面能占多少吧

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