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Is AMD Turning Into Nvidia’s Kryptonite? Here’s How High It Can Go
OpenAI's partnerships with Nvidia and AMD form part of over $1 trillion in infrastructure deals aimed at scaling AI compute capacity and future model demands.
- Recently, Sam Altman confirmed OpenAI has more large-scale infrastructure agreements in development, following deals with Nvidia, Advanced Micro Devices , Oracle, and CoreWeave worth more than $1trillion.
- Altman explained OpenAI’s infrastructure focus stems from rising demand for future AI models and its shift toward self-hosting, requiring industry partners.
- The AMD deal specifies OpenAI's multi-year purchase of 6 gigawatts of MI450-series GPUs, with 1 GW due in H2 2026, and warrants for up to 160 million shares; AMD shares surged 38% on Monday.
- Jensen Huang, Nvidia CEO, said he was surprised by the AMD–OpenAI deal and noted Nvidia agreed to invest up to $100 billion in OpenAI in a different arrangement.
- Energy and scale assessments note that OpenAI projects a $12 billion cash burn in 2025, with building one gigawatt of AI data-center capacity costing $50 to $60 billion, requiring industry support.
14 Articles
14 Articles
Lisa Su has built AMD into a $378 billion microchip titan. So why isn’t she richer?
AMD CEO Lisa Su Noam Galai/Getty Images for TIME AMD CEO Lisa Su has overseen a 7,000% stock surge, boosting the chipmaker’s value to $378 billion. Yet Su’s net worth is $1.5 billion, a fraction of Nvidia CEO Jensen Huang’s $167 billion fortune. Su isn’t AMD’s founder and only holds a 0.3% stake, which has limited her wealth gains. Lisa Su, the CEO of Advanced Micro Devices, has built one of the world’s most valuable companies and made investor…
Lisa Su has built AMD into a $378 billion microchip titan. So why isn't she richer?
AMD CEO Lisa SuNoam Galai/Getty Images for TIMEAMD CEO Lisa Su has overseen a 7,000% stock surge, boosting the chipmaker's value to $378 billion.Yet Su's net worth is $1.5 billion, a fraction of Nvidia CEO Jensen Huang's $167 billion fortune.Su isn't AMD's founder and only holds a 0.3% stake, which has limited her wealth gains.Lisa Su, the CEO of Advanced Micro Devices, has built one of the world's most valuable companies and made investors bill…
Is AMD Turning Into Nvidia’s Kryptonite? Here’s How High It Can Go
Key Points Nvidia and AMD are entering into a period of intense competition. Nvidia went after AMD’s business with a partnership with Intel in September. AMD is hitting back with an OpenAI partnership to potentially break Nvidia’s monopoly. Are you ahead, or behind on retirement? SmartAsset’s free tool can match you with a financial advisor in minutes to help you answer that today. Each advisor has been carefully vetted, and must act in your…
If OpenAI wants to win the AI race, it may need its own power supply.ChatGPT manufacturer has signed a multi-million-dollar collaboration agreement with AMD to implement 6 gigawatts of AI chips from the semiconductor company.Last week, OpenAI and chip designer Nvidia announced an agreement for 10 gigawatts of computing power.OpenAI has declared that it desperately needs to access more computing power to carry out its ambitious growth strategy, b…
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