Squawk on the Street AMD Soars on OpenAI Partnership: AMD CEO and OpenAI Co-Founder & President "First on CNBC" 10/06/25
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Oct 6, 2025 
Lisa Su, the CEO of AMD, leads the company's AI initiatives, while Greg Brockman, co-founder of OpenAI, directs their innovative strategies. They discuss a groundbreaking multi-year partnership where OpenAI will purchase six gigawatts of AMD GPUs, a deal that could transform the AI landscape. Brockman explains the necessity of this collaboration for massive compute capabilities, and Su highlights AMD's role in fueling AI growth. Their chat delves into environmental concerns, market dynamics, and the future of chip technology in AI.
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Deal Signals Massive AI Compute Demand
- The AMD–OpenAI deal signals huge, sustained demand for AI compute across the industry.
- Six gigawatts and warrants align long-term incentives between hyperscalers and chipmakers.
Partnership Validates Huge TAM For Compute
- Jim Cramer views the partnership as validation of a vast total addressable market for AI infrastructure.
- He argues multiple vendors can thrive rather than one winner-takes-all in compute.
Cramer Recounts Persuading Moment With Lisa Su
- Jim Cramer told a story about Lisa Su persuading him years ago to change his view on AMD.
- He used that memory to underscore how perceptions can shift as companies execute.
