AMD以82亿美元收购World Labs
AMD收购李飞飞的World Labs,获得70名研究人员和机器人模型,增强数据中心业务竞争力。
AMD同意以约82亿美元股票收购李飞飞创立的World Labs。World Labs估值较2月份10亿美元融资估值高出64%。此次收购将为AMD带来约70名研究人员,他们正在构建机器人和3D模拟模型。AMD将获得这些工作负载的早期洞察,以便围绕它们设计未来的芯片和系统。
Great news for world models and spatial-intelligence.
AMD agreed to buy Dr. Fei-Fei Li's World Labs for ~$8.2B in stock, installing Li as chief scientist.
Thats ~64% above the $5B valuation talk of World Lab for a $1B February round, which AMD and Nvidia both joined.
World Labs gets the computing power and engineering depth its growing model research now demands, while AMD gains about 70 researchers building models for robotics and 3D simulation, giving it early insight into those workloads so it can shape future chips and systems around them.
Strategically, AMD can also offer customers its own AI models alongside hardware, strengthening its data center pitch against its larger rival, and paying in stock that has nearly tripled this year makes the price cost under 1% of the company.
Because AMD shares have nearly tripled this year to about $1T in value, paying in stock costs it under 1% of the company.
The purchase also mirrors Nvidia's habit of bundling models and services with chips.