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Oracle Will Deploy AMD's AI Chips—Challenging Nvidia

1. Oracle Cloud will deploy AMD's Instinct MI450 AI chips starting Q3 2026. 2. AMD signs multibillion-dollar deal with OpenAI for 6 gigawatts of chips. 3. AMD shares rose 2.2% following Oracle partnership announcement. 4. Oracle's deal increases competition with Nvidia in AI infrastructure. 5. Next-gen AI models demand new infrastructure, benefiting AMD's partnerships.

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FAQ

Why Bullish?

The multibillion-dollar deals with Oracle and OpenAI significantly enhance AMD's market position, reminiscent of past successes, like Intel's partnerships in the 2000s that propelled their stock.

How important is it?

The growing AI market and AMD’s strategic partnerships position them favorably, likely resulting in increased investor confidence and financial returns.

Why Long Term?

The implementation of these deals begins in 2026, indicating sustained revenue growth potential over subsequent years.

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