5 Hidden Winners of the New AI Chip Alliance Between AMD and OpenAI
Reading Time: 5 minutes
The US chip manufacturer AMD has formed a multi-billion dollar alliance with OpenAI on Monday, which is considered a potential turning point in the global AI chip market. Starting in the second half of 2026, AMD is set to deliver hundreds of thousands of high-performance processors to the ChatGPT developer. This move aims to significantly expand OpenAI's AI infrastructure while reducing its strong dependence on NVIDIA. I have already introduced AMD twice as a top-5 AI stock. The potentials are therefore obvious and are further enhanced by the deal....
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