"As part of the arrangement, AMD will allow OpenAI to purchase up to 160 million AMD shares at 1 cent each throughout the chips deal. OpenAI diversifies its chip supply With demand for AI compute growing rapidly, companies like OpenAI have been looking for secondary supply lines and sources of additional computing capacity, and the AMD partnership is part the company's wider effort to secure sufficient computing power for its AI operations."
"In September, Nvidia announced an investment of up to $100 billion in OpenAI that included supplying at least 10 gigawatts of Nvidia systems. OpenAI plans to deploy a gigawatt of Nvidia's next-generation Vera Rubin chips in late 2026. OpenAI has worked with AMD for years, according to Reuters, providing input on the design of older generations of AI chips such as the MI300X. The new agreement calls for deploying the equivalent of 6 gigawatts of computing power using AMD chips over multiple years."
AMD will allow OpenAI to purchase up to 160 million AMD shares at 1 cent each under the chips deal. OpenAI is diversifying chip supply to secure additional computing capacity amid rapidly growing AI compute demand. Nvidia committed up to $100 billion and at least 10 gigawatts of systems; OpenAI plans to deploy one gigawatt of Nvidia's Vera Rubin chips in late 2026. OpenAI provided input on older AMD designs such as the MI300X. The AMD agreement calls for deploying the equivalent of 6 gigawatts of AMD-based computing over multiple years. OpenAI is also developing its own silicon and partnering with Broadcom, while maintaining its Microsoft partnership.
Read at Ars Technica
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