AMD于10月27日（周二）表示，将向Meta的股权发行投资10亿美元。该公司在一份关于与Meta合作的新闻稿中作出了这一承诺。AMD还表示，其首批Helios机架系统目前已在Meta运行。
AMD will invest $1bn in Meta’s equity offering, the chipmaker said on Tuesday, 27 October. It made the pledge in a release on its partnership with Meta. AMD also said its first Helios rack systems are now running at Meta.
这笔资金是在英伟达承诺向Meta投资30亿美元之外的追加投资。据CNBC报道，这使得两家芯片制造商的投资总额达到40亿美元。两家公司都向Meta销售用于运行其AI服务的芯片。
The money comes on top of Nvidia’s pledge to invest $3bn in Meta. That brings the two chipmakers to $4bn in total, CNBC reported. Both companies sell Meta the chips that run its AI services.
“随着Helios现已在Meta运行，我们正将这一合作在超级智能时代提升到新的规模，”AMD董事长兼首席执行官苏姿丰表示。
“With Helios now running at Meta, we are taking that partnership to a new scale in the superintelligence era,” said Lisa Su, chair and CEO of AMD.
AMD所称已在Meta运行的Helios，是AMD的机架级系统，每个机架可容纳72块GPU。AMD表示，Meta已安装首批Helios系统并正在进行测试。该公司预计“在不久的将来”会进行更广泛的部署。
What AMD says is running at Meta Helios is AMD’s rack-scale system, which puts 72 GPUs per rack. Meta has installed the first Helios systems and is testing them, AMD said. It expects a broader deployment “in the near future”.
AMD的EPYC处理器为Meta个人AI智能体Muse背后的计算提供支持。AMD表示，Meta已在数代产品中部署了数百万颗EPYC芯片。Meta也是第六代产品的首批客户之一，两家公司正在合作开发一款名为“Verano”的未来芯片。
AMD’s EPYC processors support the computing behind Muse, Meta’s personal AI agent. Meta has deployed millions of EPYC chips over several generations, AMD said. It is also a lead customer for the sixth generation, and the two firms are working on a future chip called “Verano”.
Meta已在生产中使用AMD的Instinct GPU进行训练以及排序和推荐引擎。它是MI450的早期设计客户，并将部署一款为其自身工作负载定制的Instinct GPU。该公司表示，这项工作也将影响AMD下一代GPU——MI500系列的设计。
Meta already uses AMD’s Instinct GPUs in production for training and for ranking and recommendation engines. It was an early design customer for the MI450, and it will deploy a custom Instinct GPU built for its own workloads. The work will also shape AMD’s next GPUs, the MI500 series, the company said.
AMD还表示，其芯片在Meta的Muse Spark开放模型发布当天就为其提供了支持。AMD的Ryzen AI PC和Radeon GPU上的Muse Glimmer也是如此。
AMD also said its chips supported Meta’s Muse Spark Open models on the day they launched. The same goes for Muse Glimmer on AMD’s Ryzen AI PCs and Radeon GPUs.
“AMD一直是构建运行我们前沿模型的计算能力的关键合作伙伴，”Meta创始人兼首席执行官马克·扎克伯格表示。
“AMD has been a key partner in building out the compute that’s running our frontier models,” said Mark Zuckerberg, Meta’s founder and CEO.
超额认购五倍的股票发售 这两家芯片制造商正在参与有史以来规模最大的股权融资计划之一。Meta于周一启动了350亿美元的股票发售，为其AI支出提供资金。它将整体计划规模定为至多950亿美元。
A share sale five times oversubscribed The two chipmakers are buying into one of the largest equity fundraising plans on record. Meta launched a $35bn share sale on Monday to fund its AI spending. It put the wider plan at up to $95bn.
此次发售的普通股部分被提高至250亿美元。彭博社援引知情人士的话报道称，投资者认购规模约为发售股份的五倍。每股定价625美元，较周五收盘价折让2.7%。
The common stock part of the sale was raised to $25bn. Investors asked for about five times the shares on offer, Bloomberg reported, citing people familiar with the offering. The shares were priced at $625 each, a 2.7% discount to Friday’s close.
据彭博社消息人士称，只做多头的投资者和现有投资者获得了超过一半的股份。最大的15家买家拿走了约70%。此次发售是彭博社估计规模约980亿美元的计划的一部分。该计划还包括发售125亿美元的强制性可转换优先股，以及一项随时间在市场上出售股份的安排。
Long-only and existing investors received more than half of the shares, according to Bloomberg’s sources. The 15 largest buyers took about 70%. The sale is one part of a plan Bloomberg puts at about $98bn. The plan also includes a $12.5bn sale of mandatory convertible preferred stock and a programme to sell shares on the market over time.
据CNBC报道，Meta周一表示，英伟达、AMD和博通有意购买其最多50亿美元的股份。博通尚未宣布投资。
On Monday, Meta said Nvidia, AMD and Broadcom were interested in buying up to $5bn of its shares, according to CNBC. Broadcom has not announced an investment.
据CNBC报道，芯片制造商入股其客户，AMD股价周二上涨3%，英伟达持平，Meta下跌1%。这些交易延续了芯片制造商入股其芯片买家的趋势。
Chipmakers buying into their customers AMD shares rose 3% on Tuesday, while Nvidia was flat and Meta fell 1%, CNBC reported. The deals add to a run of chipmakers taking stakes in the companies that buy their chips.
AMD在7月表示，将向Anthropic投资最多50亿美元，后者计划在Helios系统上运行Claude。据CNBC援引Dealroom的数据报道，AMD在2026年参与了25轮融资，而2022年仅为两轮。英伟达今年参与了121轮融资。
In July, AMD said it would invest up to $5bn in Anthropic, which plans to run Claude on Helios systems. AMD has taken part in 25 funding rounds in 2026, up from two in 2022, CNBC reported, citing Dealroom. Nvidia has joined 121 rounds this year.
根据英伟达的新闻稿，英伟达自身与Meta的交易涵盖更多Vera Rubin系统和Vera CPU。AMD的消息表明，Meta同时向两家公司采购。
Nvidia’s own deal with Meta covers more Vera Rubin systems and Vera CPUs, according to Nvidia’s release. AMD’s news shows Meta is buying from both.