By placing chips orders, OpenAI/Meta each will get 10% almost free AMD shares but Google will get 6.6% costly Marvell shares

同樣都是下大單換認股權證，OpenAI/Meta 用6GW算力訂單各換到了50%的 AMD 10%市值的折抵回扣，谷歌用1200億美元訂單可能只換到了10%的折抵回扣