Just a few weeks after he signed the iconic 10 Gigavatts (GW) Data processing center capacity The agreement with NVIDIA, Openai concluded a deal with a competitor to Chipmaker AMD.
The graphics processor (GPU) 1GW Instinct Mi450 (GPU), alternatives to the NVIDIA Blackwell family, AMD Deal gives OpenAi Plorments, which can lead to the supplier of generative artificial intelligence (Genai) will choose 10% of the share if it is will buy a full 6 GP.
Thanks to the partnership, AMD and Openai said they would create an infrastructure to meet the growing requirements of AI.
AMD financial director and treasurer Jin Hu said: “It is expected that our partnership with Openai will provide an income of tens of billions of dollars for AMD, while accelerating the creation of the AI Openai infrastructure. This agreement creates a significant strategic alignment and share value for both AMD and Openai. ”
Openai recently signed a deal with the GPU with NVIDIA. At that time, Greg Brockman, co -founder and president of Openai, said: “We used them [Nvidia] A platform for creating artificial intelligence systems that hundreds of millions of people use every day. We are pleased to expand 10 gigavatts with NVIDIA to push the border of intelligence and scale the advantages of this technology for everyone. ”
Commenting on the AMD deal, Brockman said: “The creation of the future of AI requires deep cooperation at each level of Stack. Work with AMD will allow us scale for delivery of AI tools It benefits people everywhere. ”
General Director of Openai Sam Altman He praised AMD technology, adding: “This partnership is an important step in creating the computational capabilities necessary for the realization of the full potential AI. AMD leadership in high -performance chips will allow us to accelerate progress and bring the advantages of advanced AI faster. ”
Nevertheless, during a transaction with NVIDIA, he said: “The computational infrastructure will be the basis for the economy of the future, and we will use what we are building with NVIDIA to create new breakthroughs of AI, and expand the capabilities of people and enterprises on a scale.”
From these comments it is clear that Openai needs to create an AI infrastructure and will work both with NVIDIA and AMD to achieve this goal.
Although the transaction with NVIDIA is a much greater commitment, the OpenAi partnership with AMD Shows is that the large Ai Splash pays dividends last year.
AMD Cement Strategy
In July, Senior Forrester Analyst Elvin Nguyen According to Nguyen, in July this year, the company set up a company for a revolution with the withdrawal of AI. During the promotion of AMD AI 2025 in July this year, NGUYEN reported that the company publicly appreciated performance both in the previous generation (MI300A/X) and in NVIDIA GB200 and B200.
According to Nguen, this signals AMD confident in its architecture and artificial intelligence. He also noted that the release of the latest ROCM 7 with open source code ROCM 7 shows constant AMD investments in open ecosystems and reflects its commitment to ensuring the scalable artificial intelligence of the enterprise.
In the latest standard of Passmark Server, AMD Server chips prevail with both the direct prospect of performance and with the price/performance of the competitor of Intel. The company wants to repeat this success in the market of graphic processors in order to take advantage of the huge growth potential, which it can achieve by offering the hardware of accelerating artificial intelligence.
However Analysis of semi -analysis Shows that although the total cost of owning high -class AMD graphic processors is lower than similar NVIDIA graphic processors, buyers choosing the AMD AI acceleration hardware will probably see higher rental prices from a specialist Cloud providersMostly because of the easier accessibility of the hardware NVIDIA.
The injection of money from OpenAi can help improve the availability of AMD graphic processors, which will not only benefit from those organizations planning to create local AI infrastructure, but also potentially lower AMD equipment, which must pay for specialized AI infrastructure. This, in turn, can reduce prices for graphic graphic processors and cloud prices for cloud graphic processors for IT buyers.
