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tz-plus logo AI Infrastructure 2025: OpenAI, AMD, and Sanmina as Major Winners in the Semiconductor Market!

R. Dietenberger
Reading Time: 3 minutes

The year 2025 brings a profound transformation in the technology and semiconductor industry, driven by the tremendous demand for artificial intelligence and computing power. At the center is OpenAI, which has clearly directed its focus on business customers through its expansion strategy around ChatGPT. CEO Sam Altman plans to turn ChatGPT into a comprehensive "operating system" for various digital services and has formed a number of prominent partnerships with companies like Etsy, Spotify , and Zillow . However, the crucial impetus for the...

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