AMD's Billion-Dollar Coup with OpenAI – The AI Chip Market is Finally Diversified!

The partnership with OpenAI catapults AMD into the premier league of AI chip providers and promises long-term revenue growth!
Leonid Kulikov
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L. Kulikov
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I see the recently announced partnership deal between OpenAI and AMD as a crucial turning point in the AI sector, challenging NVIDIA's dominance in a sustainable way. With a commitment to 6 gigawatts of AMD chips, starting with the MI450 model next year, AMD positions itself as a strong second in the race for supercomputing power for AI inference. The warrants for up to 160 million AMD shares at just 1 cent each, tied to milestones, closely link OpenAI's success with AMD's and could generate tens of billions of dollars in revenue over the next five...

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