Let Freedom: Political News, Un-Biased, Lex Fridman, Joe Rogan, CNN, Fox News AMD and OpenAI Seal a Game-Changing Chip Deal
Oct 7, 2025
A groundbreaking partnership between OpenAI and AMD is set to reshape AI infrastructure. OpenAI takes a 10% stake, aiming to develop cutting-edge chips for AI workloads. The deal includes AMD providing six gigawatts of compute, impacting its revenue significantly. The podcast discusses implications for competition against Nvidia and Intel, as well as details about AMD's GPU deliveries and OpenAI's strategic funding plan through equity partnerships. This collaboration signals a new era in AI compute capabilities.
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AMD Supplies Massive Compute To OpenAI
- OpenAI and AMD struck a multi-year deal for 6 gigawatts of compute, starting with MI450 GPUs and first gigawatt in H2 2026.
- AMD claims these chips will outperform NVIDIA's comparable offerings with OpenAI input on hardware and software.
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Close Co‑Design Mirrors Microsoft Azure Playbook
- The partnership resembles Microsoft's early Azure deal: OpenAI helps design chips to fit its training needs, creating product advantage.
- If AMD builds what OpenAI needs, other AI firms will likely adopt those GPUs, expanding AMD's market.