{
 "generated": "2026-11-01",
 "node": {
  "id": "org:amd",
  "type": "Organization",
  "name": "AMD",
  "org_type": "Developer",
  "kind": "company",
  "homepage": "https://www.amd.com/",
  "aliases": [
   "超威"
  ],
  "entry": "reviewed",
  "by": "landscape-cards",
  "at": "2026-10-29T04:41:11Z",
  "landscape": [
   {
    "map": "compute-industry",
    "map_title": "AI 算力产业链",
    "card": "player-amd-chips",
    "title": "AMD · MI400/Helios",
    "layer": "芯片 设计",
    "layer_id": "layer:compute-industry--1",
    "role": "primary"
   }
  ],
  "landscape_maps": [
   "compute-industry"
  ],
  "landscape_n": 1,
  "degree": 0.008,
  "n_apps": 0,
  "n_models": 0
 },
 "page": "https://xiaopingfeng.com/graph/e/org/amd/",
 "out": [
  {
   "type": "supplies_compute_to",
   "sentence": "AMD向OpenAI供应算力",
   "direction": "out",
   "id": "org:openai",
   "name": "OpenAI",
   "since": "2025-10-06",
   "note": "6GW 的 AMD Instinct GPU（多代，首批 MI450 的 1GW 在 2026 下半年开始部署）；AMD 向 OpenAI 发行最多 1.6 亿股 AMD 普通股的认股权证，随里程碑归属；AMD 之后的 10-Q 称只有第一个 1GW 是确定订单",
   "status": "agent",
   "evidence": [
    {
     "kind": "official",
     "label": "官方页面",
     "text": "AMD 新闻稿 2025-10-06：与 OpenAI 战略合作部署 6GW AMD GPU",
     "url": "https://ir.amd.com/news-events/press-releases/detail/1260/amd-and-openai-announce-strategic-partnership-to-deploy-6-gigawatts-of-amd-gpus"
    },
    {
     "kind": "official",
     "label": "官方页面",
     "text": "OpenAI：AMD 与 OpenAI 宣布战略合作部署 6GW AMD GPU",
     "url": "https://openai.com/index/openai-amd-strategic-partnership/"
    },
    {
     "kind": "own",
     "label": "本站页面",
     "text": "本站 Landscape「AI 算力产业链」卡片「AMD · MI400/Helios」：从\"可信第二供应商\"到真实吉瓦级部署",
     "url": "https://xiaopingfeng.com/landscape/compute-industry/#player-amd-chips"
    }
   ]
  },
  {
   "type": "supplies_compute_to",
   "sentence": "AMD向Meta供应算力",
   "direction": "out",
   "id": "org:meta",
   "name": "Meta",
   "since": "2026-02-24",
   "note": "最多 6GW 的 AMD Instinct GPU，多年多代；首批 1GW 为基于 MI450 架构的定制 Instinct GPU，2026 下半年开始出货；AMD 向 Meta 发行最多 1.6 亿股 AMD 普通股的认股权证，随出货里程碑归属",
   "status": "agent",
   "evidence": [
    {
     "kind": "official",
     "label": "官方页面",
     "text": "AMD 新闻稿 2026-02-24：与 Meta 扩大战略合作，部署 6GW AMD GPU",
     "url": "https://ir.amd.com/news-events/press-releases/detail/1279/amd-and-meta-announce-expanded-strategic-partnership-to-deploy-6-gigawatts-of-amd-gpus"
    },
    {
     "kind": "own",
     "label": "本站页面",
     "text": "本站 Landscape「AI 算力产业链」卡片「AMD · MI400/Helios」：从\"可信第二供应商\"到真实吉瓦级部署",
     "url": "https://xiaopingfeng.com/landscape/compute-industry/#player-amd-chips"
    }
   ]
  },
  {
   "type": "acquired",
   "sentence": "AMD收购World Labs",
   "direction": "out",
   "id": "org:world-labs",
   "name": "World Labs",
   "since": "2026-09-28",
   "note": "全股票交易，作价约 82 亿美元（固定美元对价，股数按交割前 10 个交易日均价折算），预计 2026 年底前交割，需监管批准；李飞飞交割后任 AMD 执行副总裁兼首席科学家；交割前 World Labs 独立运营",
   "status": "agent",
   "evidence": [
    {
     "kind": "official",
     "label": "官方页面",
     "text": "AMD 官方新闻稿宣布以全股票、约 82 亿美元收购 World Labs，预计 2026 年底前交割，需监管批准。",
     "url": "https://ir.amd.com/news-events/press-releases/detail/1299/amd-to-acquire-world-labs-to-advance-the-future-of-ai-compute"
    },
    {
     "kind": "own",
     "label": "本站页面",
     "text": "本刊 EP.105 的记载：AMD 收购 World Labs，官方稿加 8-K，全股票约 82 亿美元（本页回指，未重述日期）。",
     "url": "https://xiaopingfeng.com/buzzwords/105/"
    }
   ]
  },
  {
   "type": "invested_in",
   "sentence": "AMD投资World Labs",
   "direction": "out",
   "id": "org:world-labs",
   "name": "World Labs",
   "since": "2026-02-18",
   "note": "World Labs 2026 年 2 月 10 亿美元融资，投资方名单含 AMD；World Labs 称去年起已与 AMD 在 GPU 训练和推理优化上深度合作",
   "status": "agent",
   "evidence": [
    {
     "kind": "official",
     "label": "官方页面",
     "text": "World Labs 官方融资公告的投资方名单中列有 AMD（2026 年 2 月 10 亿美元一轮）。",
     "url": "https://www.worldlabs.ai/blog/funding-2026"
    },
    {
     "kind": "own",
     "label": "本站页面",
     "text": "本站 AI Buzzwords EP.105 收录此事（专题 03：世界模型和具身（“先投后买”））",
     "url": "https://xiaopingfeng.com/buzzwords/105/"
    }
   ]
  },
  {
   "type": "invested_in",
   "sentence": "AMD投资Meta",
   "direction": "out",
   "id": "org:meta",
   "name": "Meta",
   "since": "2026-10-27",
   "note": "参与 Meta 最多 950 亿美元募资，认购 10 亿美元（10-27 宣布）；Nvidia 同时认购 30 亿美元，两家合计 40 亿美元。",
   "status": "agent",
   "evidence": [
    {
     "kind": "media",
     "label": "媒体报道",
     "text": "CNBC 10-27：AMD 宣布认购 Meta 增发的 10 亿美元股票。",
     "url": "https://www.cnbc.com/2026/10/27/nvidia-invest-meta.html"
    },
    {
     "kind": "own",
     "label": "本站页面",
     "text": "本站 AI Buzzwords EP.109 收录此事（故事线 B · Meta 把借钱换成发股票）",
     "url": "https://xiaopingfeng.com/buzzwords/109/"
    }
   ]
  },
  {
   "type": "supplies_compute_to",
   "sentence": "AMD向Anthropic供应算力",
   "direction": "out",
   "id": "org:anthropic",
   "name": "Anthropic",
   "since": "2026-07-22",
   "note": "最多 2GW 的 AMD Instinct MI450 系列 GPU（Helios 机架，MI455X + EPYC Venice）；第一个 1GW 在 2027 上半年开始部署；Anthropic 此前已在用 MI355X；双方还约定用 Claude 优化 ROCm 和 AMD 工程流程",
   "status": "agent",
   "evidence": [
    {
     "kind": "official",
     "label": "官方页面",
     "text": "AMD 新闻稿 2026-07-22：与 Anthropic 战略合作，部署最多 2GW 的 AMD Instinct MI450 系列 GPU",
     "url": "https://newsroom.amd.com/news/amd-anthropic-strategic-partnership/"
    },
    {
     "kind": "media",
     "label": "媒体报道",
     "text": "CNBC 2026-07-22：AMD 将投资最多 50 亿美元于 Anthropic，作为算力协议的一部分",
     "url": "https://www.cnbc.com/2026/07/22/amd-anthropic-ai-chip-investment.html"
    }
   ]
  },
  {
   "type": "invested_in",
   "sentence": "AMD投资Anthropic",
   "direction": "out",
   "id": "org:anthropic",
   "name": "Anthropic",
   "since": "2026-07-22",
   "note": "承诺未来对 Anthropic 做最多 50 亿美元的战略股权投资，与部署里程碑挂钩而非一次付清；与 AMD 对 Meta、OpenAI 的协议不同，这份没有认股权证",
   "status": "agent",
   "evidence": [
    {
     "kind": "official",
     "label": "官方页面",
     "text": "AMD 新闻稿 2026-07-22：AMD 承诺对 Anthropic 做最多 50 亿美元的战略股权投资",
     "url": "https://newsroom.amd.com/news/amd-anthropic-strategic-partnership/"
    },
    {
     "kind": "media",
     "label": "媒体报道",
     "text": "CNBC 2026-07-22：AMD to invest up to $5 billion in Anthropic as part of computing power deal",
     "url": "https://www.cnbc.com/2026/07/22/amd-anthropic-ai-chip-investment.html"
    }
   ]
  },
  {
   "type": "invested_in",
   "sentence": "AMD投资Recursive Superintelligence",
   "direction": "out",
   "id": "org:recursive-superintelligence",
   "name": "Recursive Superintelligence",
   "since": "2026-05-13",
   "note": "参与（AMD Ventures） 6.5 亿美元首轮融资，估值约 46.5 亿美元；团队不到 30 人（Richard Socher 等创办）",
   "status": "agent",
   "evidence": [
    {
     "kind": "media",
     "label": "媒体报道",
     "text": "SiliconANGLE 2026-05-13：Recursive Superintelligence 融资 6.5 亿美元，GV 与 Greycroft 领投，英伟达、AMD 参与",
     "url": "https://siliconangle.com/2026/05/13/recursive-superintelligence-raises-650m-build-self-improving-ai-models/"
    },
    {
     "kind": "own",
     "label": "本站页面",
     "text": "本站 AI Buzzwords EP.103 收录：故事线 A · 钱的流向：Recursive",
     "url": "https://xiaopingfeng.com/buzzwords/103/"
    }
   ]
  },
  {
   "type": "acquired",
   "sentence": "AMD收购Taalas",
   "direction": "out",
   "id": "org:taalas",
   "name": "Taalas",
   "since": "2026-08-06",
   "note": "2026-08-06 AMD 宣布收购把模型权重固化进芯片的推理 ASIC 公司 Taalas（金额未披露，需监管批准）",
   "status": "agent",
   "evidence": [
    {
     "kind": "official",
     "label": "官方页面",
     "text": "AMD 新闻稿：AMD 收购 Taalas，面向快速增长的 AI 推理市场",
     "url": "https://newsroom.amd.com/news/amd-acquires-taalas-ai-inference/"
    },
    {
     "kind": "own",
     "label": "本站页面",
     "text": "本站 AI Buzzwords EP.104 收录：专题 · 推理成本的下限正在消失",
     "url": "https://xiaopingfeng.com/buzzwords/104/"
    }
   ]
  },
  {
   "type": "supplies_compute_to",
   "sentence": "AMD向Microsoft供应算力",
   "direction": "out",
   "id": "org:microsoft",
   "name": "Microsoft",
   "note": "Helios 机架客户；卡片未写日期、规模",
   "status": "agent",
   "evidence": [
    {
     "kind": "own",
     "label": "本站页面",
     "text": "Landscape「AI 算力产业链」第 01 层「芯片设计」的卡片「AMD · MI400/Helios」：微软新加入Helios机架客户名单",
     "url": "https://xiaopingfeng.com/landscape/compute-industry/#player-amd-chips"
    }
   ]
  },
  {
   "type": "placed_in",
   "sentence": "AMD出现在 Landscape 的「芯片设计」",
   "direction": "out",
   "id": "layer:compute-industry--1",
   "name": "芯片设计",
   "reported": false,
   "status": "derived",
   "evidence": [
    {
     "kind": "own",
     "label": "本站页面",
     "text": "Landscape「AI 算力产业链」第 01 层「芯片设计」：卡片「AMD · MI400/Helios」",
     "url": "https://xiaopingfeng.com/landscape/compute-industry/#player-amd-chips"
    }
   ]
  }
 ],
 "in": []
}