What happened
AMD stock dropped 2.9% on concerns tied to OpenAI's IPO timing. OpenAI and its advisors are weighing whether to postpone an IPO to 2027 in hopes of securing a $1 trillion（約160兆円） valuation, or proceed in 2026 with a potentially lower valuation.
Why it matters
A delayed IPO could postpone OpenAI's access to IPO cash it would likely spend on AI chips from AMD and others. However, OpenAI already signed a deal with AMD last year to buy tens of billions of dollars-worth of AMD chips over the next five years, which may limit the risk to AMD's near-term sales.
What to watch
The timing of OpenAI's IPO decision, and whether the five-year supply commitment proves resilient to shifts in IPO funding schedules.
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