The Rundown Deep Dive: Can AMD Beat Nvidia at Its Own Game?
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Oct 18, 2025 AMD is gearing up to challenge Nvidia's AI chip dominance. The discussion highlights AMD's three core business segments and the significant partnerships with OpenAI and Oracle. Excitingly, seven of the top ten AI model builders are already using AMD chips. The company is rolling out advanced products like the MI350 and MI450 aimed at AI workloads. However, there are concerns about Nvidia's powerful CUDA ecosystem and whether AMD can catch up. Lisa Su's leadership is a key focus, with the journey ahead filled with both promise and risks.
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Three-Pronged Business Breakdown
- AMD splits into client (gaming), data center (AI), and embedded businesses with different growth profiles.
- Data center AI is the fastest-growth segment and strategic focus for AMD's future revenue.
New Instinct Chips Gain Traction
- AMD's Instinct MI350 and MI450 are positioned to compete with NVIDIA's Blackwell GPUs.
- CEO Lisa Su says seven of the top 10 AI model builders already use AMD chips, signaling early traction.
OpenAI Deal As A Turning Point
- On October 6, 2025, OpenAI agreed to buy six gigawatts of AMD GPUs, a historically large order.
- AMD granted OpenAI options for up to 160 million AMD shares tied to chip deployment and stock targets.