<p>OpenAI &#273;&atilde; &#273;&#7847;u t&#432; l&#7899;n v&agrave;o AMD s&aacute;ng nay, khi&#7871;n v&#7889;n h&oacute;a th&#7883; tr&#432;&#7901;ng c&#7911;a c&ocirc;ng ty t&#259;ng kho&#7843;ng 100 t&#7927; USD. &#272;i&#7873;u n&agrave;y c&oacute; th&#7875; gi&uacute;p nh&agrave; s&#7843;n xu&#7845;t duy tr&igrave; c&#7841;nh tranh v&#7899;i nh&#7919;ng b&#432;&#7899;c ti&#7871;n nhanh ch&oacute;ng c&#7911;a Nvidia.</p>
<p>Nh&agrave; ph&aacute;t tri&#7875;n AI c&#361;ng d&#7921; &#273;&#7883;nh &#273;&#7847;u t&#432; 100 t&#7927; USD v&agrave;o Nvidia, m&#7897;t trong nh&#7919;ng c&ocirc;ng ty c&ocirc;ng ngh&#7879; l&#7899;n nh&#7845;t th&#7871; gi&#7899;i. B&#7857;ng c&aacute;ch &#432;u &aacute;i c&#7843; hai c&ocirc;ng ty, OpenAI c&oacute; th&#7875; ng&#259;n ch&#7863;n c&aacute;c &#273;i&#7873;u ki&#7879;n &#273;&#7897;c quy&#7873;n g&acirc;y h&#7841;i cho s&#7921; &#273;&#7893;i m&#7899;i.</p>
<h2 class="bic-gutenberg-heading wp-heading wp-block-heading" id="h-openai-s-amd-deal">Th&#7887;a thu&#7853;n AMD c&#7911;a OpenAI</h2>

<p>S&aacute;ng nay, OpenAI <a href="https://openai.com/index/openai-amd-strategic-partnership/" target="_blank" rel="noreferrer noopener nofollow">th&ocirc;ng b&aacute;o</a> m&#7897;t th&#7887;a thu&#7853;n l&#7899;n v&#7899;i AMD, m&#7897;t nh&agrave; s&#7843;n xu&#7845;t chip c&#7911;a M&#7929;, &#273;&#7875; tri&#7875;n khai 6 gigawatt GPU c&#7911;a m&igrave;nh. Th&#7887;a thu&#7853;n n&agrave;y &#273;&atilde; mang l&#7841;i s&#7921; t&#259;ng tr&#432;&#7903;ng l&#7899;n cho c&#7893; phi&#7871;u c&#7911;a AMD, khi&#7871;n m&#7897;t s&#7889; ng&#432;&#7901;i <a href="https://x.com/KobeissiLetter/status/1975201641180909906#m" target="_blank" rel="noreferrer noopener nofollow">suy &#273;o&aacute;n</a> r&#7857;ng n&oacute; &#273;&atilde; g&acirc;y ra <a href="https://vn.beincrypto.com/robinhood-outage-strikes-at-the-worst-possible-time/" target="_blank" rel="noreferrer noopener">s&#7921; c&#7889; l&#7899;n tr&ecirc;n Robinhood</a>.</p>
<p>V&#7899;i t&#7889;c &#273;&#7897; n&agrave;y, c&ocirc;ng ty c&oacute; th&#7875; ph&aacute; v&#7905; c&aacute;c k&#7927; l&#7909;c giao d&#7883;ch c&#7893; phi&#7871;u &#7845;n t&#432;&#7907;ng:</p>
<p>Tuy nhi&ecirc;n, m&#7897;t s&#7889; nh&agrave; ph&acirc;n t&iacute;ch &#273;&atilde; xem x&eacute;t k&#7929; h&#417;n v&#7873; th&#7887;a thu&#7853;n n&agrave;y. CEO c&#7911;a OpenAI, Sam Altman, g&#7885;i th&#7887;a thu&#7853;n v&#7899;i AMD l&agrave; &ldquo;m&#7897;t b&#432;&#7899;c ti&#7871;n l&#7899;n&rdquo; trong vi&#7879;c &ldquo;[hi&#7879;n th&#7921;c h&oacute;a] ti&#7873;m n&#259;ng &#273;&#7847;y &#273;&#7911; c&#7911;a AI&rdquo;, nh&#432;ng c&oacute; th&#7875; c&oacute; m&#7897;t &#273;&#7897;ng c&#417; kh&ocirc;ng &#273;&#432;&#7907;c n&oacute;i ra.</p>
<p>AMD v&agrave; Nvidia <a href="https://beincrypto.com/new-ai-chip-amd-challenge-nvidia/" target="_blank" rel="noreferrer noopener">&#273;&atilde; c&#7841;nh tranh trong nhi&#7873;u n&#259;m</a> trong ng&agrave;nh c&ocirc;ng nghi&#7879;p chip c&#7911;a M&#7929;. Li&#7879;u OpenAI c&oacute; &#273;ang c&#7889; g&#7855;ng gi&#7919; cho &#273;&#7889;i th&#7911; c&#7911;a Nvidia t&#7891;n t&#7841;i?</p>
<h2 class="bic-gutenberg-heading wp-heading wp-block-heading" id="h-nvidia-on-the-rise">Nvidia &#273;ang tr&ecirc;n &#273;&agrave; ph&aacute;t tri&#7875;n</h2>

<p>C&#7909; th&#7875;, ch&#432;a &#273;&#7847;y hai tu&#7847;n tr&#432;&#7899;c, c&ocirc;ng ty AI &#273;&atilde; <a href="https://vn.beincrypto.com/nvidia-openai-deal-100-billion-market-cap-crypto/" target="_blank" rel="noreferrer noopener">th&ocirc;ng b&aacute;o m&#7897;t th&#7887;a thu&#7853;n 100 t&#7927; USD</a> v&#7899;i Nvidia, n&acirc;ng v&#7889;n h&oacute;a th&#7883; tr&#432;&#7901;ng c&#7911;a c&ocirc;ng ty n&agrave;y l&ecirc;n kho&#7843;ng 177 t&#7927; USD. Nh&agrave; s&#7843;n xu&#7845;t chip c&#361;ng &#273;&atilde; <a href="https://vn.beincrypto.com/nvidia-intel-partnership-ai-crypto-impact/" target="_blank" rel="noreferrer noopener">th&#7921;c hi&#7879;n nh&#7919;ng b&#432;&#7899;c ti&#7871;n quan tr&#7885;ng</a> v&#7899;i c&aacute;c &#273;&#7889;i t&aacute;c kh&aacute;c trong l&#297;nh v&#7921;c AI, nh&#7857;m th&#7889;ng tr&#7883; ng&agrave;nh n&agrave;y trong d&agrave;i h&#7841;n.</p>
<p>Nvidia l&agrave; m&#7897;t trong nh&#7919;ng c&#7893; phi&#7871;u n&#7893;i ti&#7871;ng &ldquo;Magnificent 7&rdquo;, trong khi gi&aacute; c&#7893; phi&#7871;u c&#7911;a AMD &#273;&atilde; tr&igrave; tr&#7879; trong th&aacute;ng qua. &#272;&oacute; l&agrave;, cho &#273;&#7871;n khi OpenAI t&#259;ng gi&aacute; tr&#7883; c&#7911;a n&oacute; v&#7899;i m&#7897;t &#273;&#7889;i t&aacute;c l&#7899;n:</p>
<img style="height:400px;width:640px;" decoding="async" alt="AMD Price Performance" class="wp-image-757156 lazy" loading="lazy" src="https://assets.beincrypto.com/img/iyOYrrw0kR5u94R52R7O8yYCM0U=/smart/e661aeeb994b469a8c59532e08581864">Hi&#7879;u su&#7845;t gi&aacute; c&#7911;a AMD. Ngu&#7891;n: <a href="https://www.google.com/finance/quote/AMD:NASDAQ?sa=X&amp;ved=2ahUKEwjAwpvY54-QAxXD_8kDHW7THeQQ3ecFegQIPRAT" target="_blank" rel="noreferrer noopener">Google Finance</a>

<p>N&oacute;i c&aacute;ch kh&aacute;c, kho&#7843;n &#273;&#7847;u t&#432; c&#7911;a OpenAI c&oacute; th&#7875; l&agrave; m&#7897;t c&uacute; h&iacute;ch c&#7847;n thi&#7871;t cho AMD, ng&#259;n Nvidia v&#432;&#7907;t m&#7863;t. Ch&#7855;c ch&#7855;n, nh&agrave; s&#7843;n xu&#7845;t chip &#273;&atilde; l&agrave;m vi&#7879;c &#7893;n &#273;&#7883;nh, nh&#432;ng n&oacute; c&#7847;n m&#7897;t ph&#7847;n l&#7899;n trong <a href="https://x.com/NorthmanTrader/status/1975199212972159469" target="_blank" rel="noreferrer noopener">chi ph&iacute; v&#7889;n AI kh&#7893;ng l&#7891;</a> &#273;&#7875; duy tr&igrave; s&#7921; hi&#7879;n di&#7879;n trong th&#7883; tr&#432;&#7901;ng ng&agrave;y nay.</p>
<h2 class="bic-gutenberg-heading wp-heading wp-block-heading" id="h-dangers-of-a-monopoly">Nguy c&#417; c&#7911;a &#273;&#7897;c quy&#7873;n</h2>

<p>H&#417;n n&#7919;a, c&aacute;c nh&agrave; s&#7843;n xu&#7845;t chip Trung Qu&#7889;c &#273;&atilde; <a href="https://vn.beincrypto.com/deepseek-ai-chip-crypto-market-disruption/" target="_blank" rel="noreferrer noopener">&#273;&#7841;t &#273;&#432;&#7907;c nh&#7919;ng &#273;&#7897;t ph&aacute; v&#7873; ph&#7847;n c&#7913;ng</a>, &#273;&#7849;y Nvidia <a href="https://vn.beincrypto.com/nvidia-earnings-report-china-market-collapse-record-revenue/" target="_blank" rel="noreferrer noopener">ho&agrave;n to&agrave;n ra kh&#7887;i th&#7883; tr&#432;&#7901;ng n&#7897;i &#273;&#7883;a Trung Qu&#7889;c</a>.</p>
<p>N&#7871;u ng&agrave;nh c&ocirc;ng nghi&#7879;p chip c&#7911;a M&#7929; ti&#7871;n g&#7847;n &#273;&#7871;n c&aacute;c &#273;i&#7873;u ki&#7879;n &#273;&#7897;c quy&#7873;n, vi&#7879;c kh&ocirc;ng &#273;&#7893;i m&#7899;i c&oacute; th&#7875; g&acirc;y ra h&#7853;u qu&#7843; th&#7843;m kh&#7889;c cho chu&#7895;i cung &#7913;ng AI.</p>
<p>N&oacute;i c&aacute;ch kh&aacute;c, kho&#7843;n &#273;&#7847;u t&#432; c&#7911;a OpenAI v&agrave;o AMD c&oacute; th&#7875; gi&uacute;p ng&#259;n ch&#7863;n k&#7883;ch b&#7843;n &#273;&oacute;. C&ocirc;ng ty AI s&#7869; kh&ocirc;ng ph&#7909; thu&#7897;c v&agrave;o m&#7897;t c&ocirc;ng ty duy nh&#7845;t cho c&aacute;c y&ecirc;u c&#7847;u ph&#7847;n c&#7913;ng c&#7911;a m&igrave;nh, v&agrave; ng&agrave;nh n&agrave;y c&oacute; th&#7875; duy tr&igrave; s&#7921; c&#7841;nh tranh m&#7841;nh m&#7869; trong n&#432;&#7899;c M&#7929;. M&#7863;c d&ugrave; c&oacute; nhi&#7873;u suy &#273;o&aacute;n v&#7873; <a href="https://vn.beincrypto.com/ai-bubble-crypto-sam-altman-interview/">m&#7897;t bong b&oacute;ng AI nguy hi&#7875;m</a> hi&#7879;n nay, OpenAI c&oacute; th&#7875; &#273;&atilde; l&agrave;m gi&#7843;m nguy c&#417; n&#7893; bong b&oacute;ng &#273;&oacute;.</p>


OpenAI sử dụng thỏa thuận với AMD để ngăn chặn độc quyền nhà sản xuất chip?

<p>OpenAI &#273;&atilde; &#273;&#7847;u t&#432; l&#7899;n v&agrave;o AMD s&aacute;ng nay, khi&#7871;n v&#7889;n h&oacute;a th&#7883; tr&#432;&#7901;ng c&#7911;a c&ocirc;ng ty t&#259;ng kho&#7843;ng 100 t&#7927; USD. &#272;i&#7873;u n&agrave;y c&oacute; th&#7875; gi&uacute;p nh&agrave; s&#7843;n xu&#7845;t duy tr&igrave; c&#7841;nh tranh v&#7899;i nh&#7919;ng b&#432;&#7899;c ti&#7871;n nhanh ch&oacute;ng c&#7911;a Nvidia.</p>
<p>Nh&agrave; ph&aacute;t tri&#7875;n AI c&#361;ng d&#7921; &#273;&#7883;nh &#273;&#7847;u t&#432; 100 t&#7927; USD v&agrave;o Nvidia, m&#7897;t trong nh&#7919;ng c&ocirc;ng ty c&ocirc;ng ngh&#7879; l&#7899;n nh&#7845;t th&#7871; gi&#7899;i. B&#7857;ng c&aacute;ch &#432;u &aacute;i c&#7843; hai c&ocirc;ng ty, OpenAI c&oacute; th&#7875; ng&#259;n ch&#7863;n c&aacute;c &#273;i&#7873;u ki&#7879;n &#273;&#7897;c quy&#7873;n g&acirc;y h&#7841;i cho s&#7921; &#273;&#7893;i m&#7899;i.</p>
<h2 class="bic-gutenberg-heading wp-heading wp-block-heading" id="h-openai-s-amd-deal">Th&#7887;a thu&#7853;n AMD c&#7911;a OpenAI</h2>

<p>S&aacute;ng nay, OpenAI <a href="https://openai.com/index/openai-amd-strategic-partnership/" target="_blank" rel="noreferrer noopener nofollow">th&ocirc;ng b&aacute;o</a> m&#7897;t th&#7887;a thu&#7853;n l&#7899;n v&#7899;i AMD, m&#7897;t nh&agrave; s&#7843;n xu&#7845;t chip c&#7911;a M&#7929;, &#273;&#7875; tri&#7875;n khai 6 gigawatt GPU c&#7911;a m&igrave;nh. Th&#7887;a thu&#7853;n n&agrave;y &#273;&atilde; mang l&#7841;i s&#7921; t&#259;ng tr&#432;&#7903;ng l&#7899;n cho c&#7893; phi&#7871;u c&#7911;a AMD, khi&#7871;n m&#7897;t s&#7889; ng&#432;&#7901;i <a href="https://x.com/KobeissiLetter/status/1975201641180909906#m" target="_blank" rel="noreferrer noopener nofollow">suy &#273;o&aacute;n</a> r&#7857;ng n&oacute; &#273;&atilde; g&acirc;y ra <a href="https://vn.beincrypto.com/robinhood-outage-strikes-at-the-worst-possible-time/" target="_blank" rel="noreferrer noopener">s&#7921; c&#7889; l&#7899;n tr&ecirc;n Robinhood</a>.</p>
<p>V&#7899;i t&#7889;c &#273;&#7897; n&agrave;y, c&ocirc;ng ty c&oacute; th&#7875; ph&aacute; v&#7905; c&aacute;c k&#7927; l&#7909;c giao d&#7883;ch c&#7893; phi&#7871;u &#7845;n t&#432;&#7907;ng:</p>
<p>Tuy nhi&ecirc;n, m&#7897;t s&#7889; nh&agrave; ph&acirc;n t&iacute;ch &#273;&atilde; xem x&eacute;t k&#7929; h&#417;n v&#7873; th&#7887;a thu&#7853;n n&agrave;y. CEO c&#7911;a OpenAI, Sam Altman, g&#7885;i th&#7887;a thu&#7853;n v&#7899;i AMD l&agrave; &ldquo;m&#7897;t b&#432;&#7899;c ti&#7871;n l&#7899;n&rdquo; trong vi&#7879;c &ldquo;[hi&#7879;n th&#7921;c h&oacute;a] ti&#7873;m n&#259;ng &#273;&#7847;y &#273;&#7911; c&#7911;a AI&rdquo;, nh&#432;ng c&oacute; th&#7875; c&oacute; m&#7897;t &#273;&#7897;ng c&#417; kh&ocirc;ng &#273;&#432;&#7907;c n&oacute;i ra.</p>
<p>AMD v&agrave; Nvidia <a href="https://beincrypto.com/new-ai-chip-amd-challenge-nvidia/" target="_blank" rel="noreferrer noopener">&#273;&atilde; c&#7841;nh tranh trong nhi&#7873;u n&#259;m</a> trong ng&agrave;nh c&ocirc;ng nghi&#7879;p chip c&#7911;a M&#7929;. Li&#7879;u OpenAI c&oacute; &#273;ang c&#7889; g&#7855;ng gi&#7919; cho &#273;&#7889;i th&#7911; c&#7911;a Nvidia t&#7891;n t&#7841;i?</p>
<h2 class="bic-gutenberg-heading wp-heading wp-block-heading" id="h-nvidia-on-the-rise">Nvidia &#273;ang tr&ecirc;n &#273;&agrave; ph&aacute;t tri&#7875;n</h2>

<p>C&#7909; th&#7875;, ch&#432;a &#273;&#7847;y hai tu&#7847;n tr&#432;&#7899;c, c&ocirc;ng ty AI &#273;&atilde; <a href="https://vn.beincrypto.com/nvidia-openai-deal-100-billion-market-cap-crypto/" target="_blank" rel="noreferrer noopener">th&ocirc;ng b&aacute;o m&#7897;t th&#7887;a thu&#7853;n 100 t&#7927; USD</a> v&#7899;i Nvidia, n&acirc;ng v&#7889;n h&oacute;a th&#7883; tr&#432;&#7901;ng c&#7911;a c&ocirc;ng ty n&agrave;y l&ecirc;n kho&#7843;ng 177 t&#7927; USD. Nh&agrave; s&#7843;n xu&#7845;t chip c&#361;ng &#273;&atilde; <a href="https://vn.beincrypto.com/nvidia-intel-partnership-ai-crypto-impact/" target="_blank" rel="noreferrer noopener">th&#7921;c hi&#7879;n nh&#7919;ng b&#432;&#7899;c ti&#7871;n quan tr&#7885;ng</a> v&#7899;i c&aacute;c &#273;&#7889;i t&aacute;c kh&aacute;c trong l&#297;nh v&#7921;c AI, nh&#7857;m th&#7889;ng tr&#7883; ng&agrave;nh n&agrave;y trong d&agrave;i h&#7841;n.</p>
<p>Nvidia l&agrave; m&#7897;t trong nh&#7919;ng c&#7893; phi&#7871;u n&#7893;i ti&#7871;ng &ldquo;Magnificent 7&rdquo;, trong khi gi&aacute; c&#7893; phi&#7871;u c&#7911;a AMD &#273;&atilde; tr&igrave; tr&#7879; trong th&aacute;ng qua. &#272;&oacute; l&agrave;, cho &#273;&#7871;n khi OpenAI t&#259;ng gi&aacute; tr&#7883; c&#7911;a n&oacute; v&#7899;i m&#7897;t &#273;&#7889;i t&aacute;c l&#7899;n:</p>
<img style="height:400px;width:640px;"decoding="async" alt="AMD Price Performance" class="wp-image-757156 lazy" loading="lazy" src="https://assets.beincrypto.com/img/iyOYrrw0kR5u94R52R7O8yYCM0U=/smart/e661aeeb994b469a8c59532e08581864">Hi&#7879;u su&#7845;t gi&aacute; c&#7911;a AMD. Ngu&#7891;n: <a href="https://www.google.com/finance/quote/AMD:NASDAQ?sa=X&amp;ved=2ahUKEwjAwpvY54-QAxXD_8kDHW7THeQQ3ecFegQIPRAT" target="_blank" rel="noreferrer noopener">Google Finance</a>

<p>N&oacute;i c&aacute;ch kh&aacute;c, kho&#7843;n &#273;&#7847;u t&#432; c&#7911;a OpenAI c&oacute; th&#7875; l&agrave; m&#7897;t c&uacute; h&iacute;ch c&#7847;n thi&#7871;t cho AMD, ng&#259;n Nvidia v&#432;&#7907;t m&#7863;t. Ch&#7855;c ch&#7855;n, nh&agrave; s&#7843;n xu&#7845;t chip &#273;&atilde; l&agrave;m vi&#7879;c &#7893;n &#273;&#7883;nh, nh&#432;ng n&oacute; c&#7847;n m&#7897;t ph&#7847;n l&#7899;n trong <a href="https://x.com/NorthmanTrader/status/1975199212972159469" target="_blank" rel="noreferrer noopener">chi ph&iacute; v&#7889;n AI kh&#7893;ng l&#7891;</a> &#273;&#7875; duy tr&igrave; s&#7921; hi&#7879;n di&#7879;n trong th&#7883; tr&#432;&#7901;ng ng&agrave;y nay.</p>
<h2 class="bic-gutenberg-heading wp-heading wp-block-heading" id="h-dangers-of-a-monopoly">Nguy c&#417; c&#7911;a &#273;&#7897;c quy&#7873;n</h2>

<p>H&#417;n n&#7919;a, c&aacute;c nh&agrave; s&#7843;n xu&#7845;t chip Trung Qu&#7889;c &#273;&atilde; <a href="https://vn.beincrypto.com/deepseek-ai-chip-crypto-market-disruption/" target="_blank" rel="noreferrer noopener">&#273;&#7841;t &#273;&#432;&#7907;c nh&#7919;ng &#273;&#7897;t ph&aacute; v&#7873; ph&#7847;n c&#7913;ng</a>, &#273;&#7849;y Nvidia <a href="https://vn.beincrypto.com/nvidia-earnings-report-china-market-collapse-record-revenue/" target="_blank" rel="noreferrer noopener">ho&agrave;n to&agrave;n ra kh&#7887;i th&#7883; tr&#432;&#7901;ng n&#7897;i &#273;&#7883;a Trung Qu&#7889;c</a>.</p>
<p>N&#7871;u ng&agrave;nh c&ocirc;ng nghi&#7879;p chip c&#7911;a M&#7929; ti&#7871;n g&#7847;n &#273;&#7871;n c&aacute;c &#273;i&#7873;u ki&#7879;n &#273;&#7897;c quy&#7873;n, vi&#7879;c kh&ocirc;ng &#273;&#7893;i m&#7899;i c&oacute; th&#7875; g&acirc;y ra h&#7853;u qu&#7843; th&#7843;m kh&#7889;c cho chu&#7895;i cung &#7913;ng AI.</p>
<p>N&oacute;i c&aacute;ch kh&aacute;c, kho&#7843;n &#273;&#7847;u t&#432; c&#7911;a OpenAI v&agrave;o AMD c&oacute; th&#7875; gi&uacute;p ng&#259;n ch&#7863;n k&#7883;ch b&#7843;n &#273;&oacute;. C&ocirc;ng ty AI s&#7869; kh&ocirc;ng ph&#7909; thu&#7897;c v&agrave;o m&#7897;t c&ocirc;ng ty duy nh&#7845;t cho c&aacute;c y&ecirc;u c&#7847;u ph&#7847;n c&#7913;ng c&#7911;a m&igrave;nh, v&agrave; ng&agrave;nh n&agrave;y c&oacute; th&#7875; duy tr&igrave; s&#7921; c&#7841;nh tranh m&#7841;nh m&#7869; trong n&#432;&#7899;c M&#7929;. M&#7863;c d&ugrave; c&oacute; nhi&#7873;u suy &#273;o&aacute;n v&#7873; <a href="https://vn.beincrypto.com/ai-bubble-crypto-sam-altman-interview/">m&#7897;t bong b&oacute;ng AI nguy hi&#7875;m</a> hi&#7879;n nay, OpenAI c&oacute; th&#7875; &#273;&atilde; l&agrave;m gi&#7843;m nguy c&#417; n&#7893; bong b&oacute;ng &#273;&oacute;.</p>
