Matt Levine o dealu OpenAI i AMD
“How do negotiations [between OpenAI and AMD] go? Like, schematically:
OpenAI: We would like six gigawatts worth of your chips to do inference.
AMD: Terrific. That will be $78 billion. How would you like to pay?
OpenAI: Well, we were thinking that we would announce the deal, and that would add $78 billion to the value of your company, which should cover it.
AMD: …
OpenAI: …
AMD: No, I’m pretty sure you have to pay for the chips.
OpenAI: Why?
AMD: I dunno, just seems wrong not to.
OpenAI: Okay. Why don’t we pay you cash for the value of the chips, and you give us back stock, and when we announce the deal the stock will go up and we’ll get our $78 billion back.
AMD: Yeah I guess that works though I feel like we should get some of the value?
OpenAI: Okay, you can have half. You give us stock worth like $35 billion and you keep the rest”.
#gielda