2026년 2월 20일 · Unknown · financial · 출처 Yahoo Finance
This article first appeared on GuruFocus.
Advanced Micro Devices (NASDAQ:AMD) is reportedly getting more hands on in the AI infrastructure buildout, backing a $300 million loan to data center operator Crusoe by effectively putting its own chips on the line.
According to The Information, Goldman Sachs (NYSE:GS) is providing the financing to help Crusoe deploy AMD's AI accelerators at an Ohio data center. The twist is that the chips themselves will serve as collateral. Even more notably, AMD has agreed to rent the accelerators if Crusoe cannot find enough external customers to fill the capacity. That added layer of comfort reportedly helped Crusoe secure the loan at a 6% interest rate, lower than it might otherwise have paid.
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This isn't just a hardware sale. It's a signal of how competitive the AI race has become, with chipmakers increasingly stepping in to help finance deployments to make sure their products land in real world data centers. AMD shares were up slightly in midday trading.
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