Advanced Micro Devices (AMD) saw a surge of over 25% in stock value after announcing a transformative deal with OpenAI, worth “tens of billions.” This agreement allows OpenAI to acquire a 10% stake in AMD—up to 160 million shares—while securing 6 gigawatts of AMD GPUs starting with a 1 GW deployment of Instinct MI450 GPUs in late 2026. As AMD aims to close the competitive gap with Nvidia, whose stock has skyrocketed over 1,300% in three years, AMD’s growth of 200% seems modest but promising. With AMD’s CEO, Lisa Su, emphasizing their collaboration’s significance for the AI sector, the deal positions AMD as a strong player in AI infrastructure. If successfully executed, this partnership could make AMD a viable alternative for investors focused on AI, especially as AMD outperformed Nvidia’s stock in 2025. The tech sector continues to evolve, making these developments critical for industry followers.
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