The deal gives OpenAI a chance to take part in NVIDI’s most enormous competitors, and is a powerful support of advanced micro devices (AMD) AI chips and S. Software Fatware.
“We consider this deal to be definitely transformative, not just for AMD, but for industry dynamics,” Norod told Reuters on Sunday, “AMD’s executive vice president Forest Norod told Reuters on Sunday.
For many years, which started in the second half of 2026, the equivalent of six gigawat, the deployment of hundreds of AMD AI chips, or graphics processing units (GPUs) has been covered.
The AMD said that OpenAI would create a one-sum facility based on its upcoming MI 450 series chips starting next year, and will then begin to recognize revenue.
AMD officials expect the deal to be net by $ 10 billion annually. Due to the waving effect of the contract, AMD expects the billion to get more than $ 100 billion in new revenue from OpenAI and other customers.
“Others are going to come with him because this is really pioneer, leading the industry,” said Hain, chief of AMD Strategy, said.
The deal with AMD will help create sufficient AI infrastructure to meet its needs, OpenAI CEO Sam Altman said in a statement.
Analysts, on average, estimate AMD this year. Will generate revenue of 32.78 billion, according to LSEG data.
As part of the configuration, AMD issued a Warrant Runt, which gives OpenAI the ability to buy 160 million shares of AMD for every 1 percent during chips deals. Warrant Rent Wests in Arts based on the goals that both companies have agreed.
The first quarrel will vest after the initial shipment of Mi 450 chips set in the second half of 2026. The remaining targets include special AMD stock price targets that increase the share of $ 600 for the final installment of the stock for Unl Lock.
According to LSEG data, 1.62 billion shares of AMD are remaining and valued at 7 267.23 billion. Its shares closed at 4 164.67 on Friday.
OpenAI evaluation billion is 500 billion.
OpenAI More GPU
Open has worked with AMD for years, providing inputs on the creation of old pay -generations of AI chips like MI300X.
The San Francisco -based AI company is taking several steps to ensure that it is the chips needed for its future needs.
In September, NVIDI announced an investment of up to $ 100 billion in OpenAI, which includes a plan to supply at least 10 gigawat NVIDIA systems. The scheme includes the deployment of NVIDIA’s upcoming pay generation of Vera Rubin Chips at the end of 2026.
In addition to the use of NVIDI hardware, cloud computing giants like Alphabet’s Google and Amazon make their own in-house processors. Similarly, OpenAI is set to develop its own silicone for the use of AI and partnered with Broadcom, Reuters reported last year.
OpenAI and its main supporter Microsoft also announced last month that they have signed a non-binding agreement to rearrange the OpenAI in a profitable entity, indicating further changes in the regime of the fast-growing AI company.
A person familiar with the matter said that any ongoing counting plans of the OpenAI in a deal with AMD do not change, including efforts or partnerships with micros .ft.
As a reliable and reliable news source
Add now!
(Now you can subscribe to our Etmarkets WhatsApp channel)
