The AI Podcast OpenAI Makes a Move Into Hardware with AMD
18 snips
Oct 7, 2025 OpenAI's fresh acquisition of 10% in AMD highlights its ambitions in hardware, setting the stage for innovative AI chips. The multi-year deal promises six gigawatts of compute power for groundbreaking advancements. AMD boasts its new MI450 GPUs will outperform NVIDIA, shaking up the industry. The partnership mirrors OpenAI's previous collaborations with Microsoft. With strategic equity-for-compute agreements, OpenAI is poised to boost supplier stock values while securing funding for future projects.
AI Snips
Chapters
Transcript
Episode notes
Massive AMD Compute Commitment
- OpenAI struck a multi-year deal with AMD to supply 6 gigawatts of compute across several Instinct GPU generations.
- The first gigawatt is due in H2 2026, signaling a long-term, staged hardware rollout tied to new MI450 GPUs.
Chips Co-Designed For AI Performance
- AMD claims its new MI450-based chips will outperform NVIDIA's comparable offerings through hardware and software improvements.
- OpenAI will provide input, making the chips tailored for large-scale AI workloads.
Repeat Of Azure-Style Co-Design
- The AMD–OpenAI partnership resembles Microsoft's early Azure deal: close collaboration to tune cloud hardware for AI training.
- That relationship can create a new standard GPU design other AI firms will adopt.