OpenAI and chipmaker AMD sign chip supply partnership for AI infrastructure
AMD semiconductor manufacturer will provide its chips to the artificial intelligence company Openai as part of an agreement to team up on the construction of an artificial intelligence infrastructure, companies announced on Monday.
OPENAI will also be able to buy up to 10% participation in AMD, according to a joint declaration announcing the agreement. This is the latest offer for the manufacturer of Chatppt because it takes place to strengthen its IA IT resources.
Under the terms of the agreement, Openai will buy the latest version of the company’s high performance graphics chips, the MI450 instinct, which should make its debut next year.
The agreement provides for providing 6 gigawatts of computing power for the infrastructure of OPENAI “Next Generation”, with the first batch of chips with a value of 1 Gigawatt to be deployed in the second half of 2026.
AMD also issued a mandate allowing the company of AI to buy up to 160 million ordinary AMD shares. This represents around 10% of the company according to the 1.6 billion shares in AMD circulation. The mandate will be acquired according to two milestones linked to the quantity of computing power deployed, as well as “equity price targets”.
AMD shares increased by 25% before the opening bell on Monday. The actions of Nvidia, which have repeatedly established new records this year, have dropped slightly.
“This partnership is a major step in strengthening the calculation capacity necessary to carry out the full potential of the AI,” said Sam Altman, CEO of Openai, in a press release. “AMD leadership in high performance fleas will allow us to speed up progress and bring the advantages of advanced AI to everyone more quickly.”
The agreement is a boost for AMD based in Santa Clara, California, which was left by its rival Nvidia. But that also alludes to the desire for Openai to diversify her supply chain for Nvidia’s domination. The AI boom has fueled the request for graphic chips from Nvidia, sending its actions in soaring and making the most precious business in the world.
Last month, Openai and Nvidia announced a $ 100 billion partnership which will add at least 10 gigawatts of the computing power of the data center.
