Bloomberg Tech AMD's Chip Deal With OpenAI Triggers Explosive Rally
Oct 7, 2025
Lisa Su, CEO of AMD, discusses the groundbreaking agreement with OpenAI for a six-gigawatt AI infrastructure deployment, highlighting its revenue potential and production roadmap. David Sacks, US AI policy advisor, analyzes the implications of this deal for global AI competitiveness, including energy infrastructure and export strategies toward China. They also explore the advantages of AMD's MI450 chips over NVIDIA's, impact on market shares, and the evolving role of partnerships in tech financing. Creativity's role in an AI-driven market is also brought to light.
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Compute Is The Foundation Of AI
- AMD sees massive demand for AI compute and positions compute as the foundation of AI progress.
- Lisa Su says the six-gigawatt buildout with OpenAI validates AMD's roadmap and ecosystem readiness.
OpenAI Running Up Against A Compute Ceiling
- OpenAI faces far more demand for compute than capacity allows and is constrained from launching features by compute shortages.
- Greg Brockman says the world risks becoming a "compute desert" without massive scaling.
Coordinate Energy And Cloud To Scale Compute
- Build the entire supply chain, from energy to cloud partnerships, to meet AI compute demand.
- Greg Brockman urges working with cloud providers and energy sources to deliver capacity fast.
