Latent Space AI OpenAI Bets Big on AMD Chips
9 snips
Oct 8, 2025 OpenAI makes a bold move by investing in AMD, edging away from traditional chip suppliers. The discussion dives into AMD's impressive deal to provide six gigawatts of computing power and compares the MI450 GPU's capabilities with NVIDIA's offerings. Insights reveal how OpenAI's option to buy a stake in AMD creates potential financial growth tied to stock milestones. Quotes from leaders like Lisa Su and Sam Altman highlight the significance of this partnership, while OpenAI's extensive network of hardware collaborations showcases its strategy for meeting massive compute demands.
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AMD Deal Secures Massive Compute
- OpenAI struck a multi-year deal with AMD to buy 6 gigawatts of compute across multiple GPU generations.
- This partnership mirrors past OpenAI strategies to secure massive hardware via close vendor collaboration.
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Stock Spike After Announcement
- AMD stock jumped about 25–30% on the partnership announcement, while NVIDIA dipped slightly.
- The market reaction shows how vendor partnerships can immediately influence valuations.