Bloomberg Talks AMD CEO Lisa Su & OpenAI President Greg Brockman Talk New Partnership
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Oct 7, 2025 
Lisa Su, the dynamic CEO of AMD known for driving AI innovation, teams up with Greg Brockman, the strategic President of OpenAI, to discuss an exciting new partnership. They unveil plans for a major deal, delivering 6 gigawatts of AI chips over several years, which could bring in billions in revenue. The duo explores the urgent demand for AI compute, the critical scaling of inference capacity, and the collaborative efforts with cloud providers. They also highlight the innovative MI450 chips and their strategic importance in the evolving AI landscape.
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Compute Is The Foundation Of AI Scaling
- AMD and OpenAI are committing to a massive build-out because compute is foundational to AI progress.
- Lisa Su frames six gigawatts as a transformative milestone for AMD, OpenAI, and the AI ecosystem.
Demand Far Exceeds Available Compute
- Greg Brockman warns demand for AI compute far outstrips current supply, calling it a potential "compute desert."
- OpenAI can't launch features quickly because it lacks sufficient computational power.
Align Supply Chain To Deliver Compute Fast
- Coordinate across the entire supply chain, from energy to cloud providers, to scale AI compute quickly.
- Greg recommends working with cloud partners and expanding power infrastructure to meet demand.