Summary:
AMD has finalized a multi-year deal to provide AI chips to OpenAI, which includes an option for OpenAI to purchase up to 10% of AMD. This partnership is significant for both companies, positioning AMD at the forefront of AI technology. Meanwhile, Viking Global Investors LP has increased its investment in AMD, now holding 4.2 million shares, signaling confidence in the company’s growth. Conversely, Coatue Management has reduced its stake in AMD by 19%, now controlling 1.2 million shares as of September 30, 2025. This fluctuation in shareholdings highlights the dynamic nature of investments in the semiconductor industry, particularly within the rapidly expanding AI sector. The market’s response to these developments will be crucial for AMD’s future performance and strategic positioning in the technology landscape.
Keywords: AMD, OpenAI, AI chips, Viking Global Investors, Coatue Management, semiconductor industry, investment trends.
