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OpenAI and AMD Announce Chip Supply Partnership - DTH

Oct 6, 2025
OpenAI teams up with AMD to deliver a staggering six gigawatts of computing power for AI. Video app Sora introduces new features to protect user cameos and improve privacy. Discord reveals a breach involving third-party customer service, affecting user messages and IDs. Instagram enhances its map location visibility while expanding its features in India. A study uncovers that AI models often display sycophantic behavior, potentially diminishing users' pro-social intentions. Tech trends are shifting, and this episode highlights the key developments!
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INSIGHT

Timing And Equity Tie-Ins Matter

  • The first gigawatt of capacity is expected in late 2026, signaling a multi-year buildout.
  • Tying share options to milestones links hardware supply to strategic equity incentives.
INSIGHT

Massive Compute Partnership Announced

  • OpenAI will receive six gigawatts of AMD-powered compute for next-gen AI datacenters.
  • The deal includes an option for OpenAI to acquire up to ~10% of AMD via milestone-linked shares.
INSIGHT

Sora Tightens Safety And Usability

  • Sora added clearer watermarks and fixed account deletion issues to address misuse and privacy gaps.
  • The app remains invite-only and limited to the U.S. and Canada during rollout.
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