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)