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OpenAI just gave AMD a big boost in the AI chip wars

1. AMD partners with OpenAI for multi-billion-dollar AI chip supply. 2. OpenAI to deploy 6 gigawatts of AMD GPUs starting mid-2026. 3. Partnership strengthens AMD's competitive position against Nvidia. 4. OpenAI may acquire a 10% stake in AMD based on performance. 5. AMD's share price surged nearly 27% in premarket trading.

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FAQ

Why Very Bullish?

This partnership positions AMD strongly in the AI market, potentially increasing revenues significantly.

How important is it?

The collaboration with OpenAI directly enhances AMD’s market position and revenue potential.

Why Long Term?

The 6-gigawatt deployment suggests sustained demand for AMD's chips over several years.

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