Perplexity AI OpenAI Acquires 10% of AMD
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Oct 7, 2025 A groundbreaking deal sees OpenAI acquiring 10% of AMD, paving the way for tighter control over AI hardware. They delve into the specifics of AMD's commitment to supply six gigawatts of compute, supported by impressive performance claims that suggest a major challenge to NVIDIA. The conversation explores how OpenAI's strategic partnerships could reshape the tech landscape and discusses financial implications tied to stock milestones. It's a deep dive into the future of AI computing and the evolving dynamics of industry collaborations.
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OpenAI Locks Massive AMD Compute
- OpenAI signed a multi-year deal with AMD to secure 6 gigawatts of compute, starting with MI450 GPUs and delivering the first gigawatt in H2 2026.
- This represents a strategic shift toward tighter hardware control and diversified suppliers beyond NVIDIA.
Consolidate AI Models For Cost And Speed
- Consider consolidating multiple AI subscriptions into multi-model platforms like AIbox.ai to access many models affordably.
- Use tools that chain models and automate workflows to save cost and speed up development.
AMD Stock Jumped After The Deal
- After the AMD announcement the stock spiked roughly 25–35% in a day, while NVIDIA ticked down about 1%.
- Jaeden frames this instantly visible market reaction as evidence of the partnership's immediate value to AMD.