[標的] AMD.US,微軟將提供財務支援AI領域擴張

1. 標的：AMD.US (例 2330.TW 台積電) 2. 分類：討論 3. 分析/正文： 消息來源：bloomberg https://www.bloomberg.com/news/articles/2023-05-04/microsoft-is-helping-finance-amd-s-expansion-into-ai-chips#xj4y7vzkg 短網址： https://bloom.bg/3LY1NnE Bloomberg標題是 Microsoft Is Helping Finance AMD’s Expansion Into AI Chips , 副標題是 Software maker will help boost AMD’s supply of in-demand parts Microsoft also working with AMD on homegrown AI processor twitter轉貼的內文來源: https://twitter.com/ResearchQf/status/1654175017892970526?ref_src=twsrc%5Etfw%7Ctwcamp%5Etweetembed%7Ctwterm%5E1654175017892970526%7Ctwgr%5Ea33866cd31136d378d8374e71ef9cf1faffedeab%7Ctwcon%5Es1_&ref_url=https%3A%2F%2Fwww.redditmedia.com%2Fmediaembed%2F137ulzc%3Fresponsive%3Dtrueis_nightmode%3Dfalse 短網址： https://bit.ly/3LwsEFP https://imgur.com/blUUAux https://imgur.com/17BfmNh https://imgur.com/PS0lY9y 微軟將提供財務上的支援協助AMD拓展AI晶片領域 Microsoft also working with AMD on homegrown AI processor 指的是之前傳聞的Athena Rani Borkar的團隊(將近1000人)原本就有在弄server跟surface, 有投入幾百人開發Athena, AMD也將會協助. 4. 進退場機制：(非長期投資者，必須有停損機制。討論、心得類免填) -- ※ 發信站: 批踢踢實業坊(ptt.cc), 來自: 125.228.79.8 (臺灣) ※ 文章網址: https://www.ptt.cc/bbs/Stock/M.1683224525.A.E20.html