OpenAI and chipmaker AMD sign chip supply partnership for AI infrastructure

The semiconductor of Maker AMD will provide its chips in the company of artificial intelligence Openai The companies said on Monday as part of an agreement on the creation of an infrastructure of artificial intelligence, the company said.

Openai will also be able to buy up to 10% of AMD shares, according to a joint statement announcing the transaction. This is the last transaction for the CHATGPT manufacturer, since it participates in races to strengthen its computer resources of AI.

In accordance with the terms of the transaction, Openai will buy the latest version of high -performance graphic chips of the company, Instinct Mi450, which is expected to debut next year.

The agreement requires the provision of 6 Gigavatts of computing power for AI Infrastructure Openai “The next generation”, with the first batch of chips, which will be deployed in the second half of 2026.

AMD also released OpenAi with a warrant that allows the company of artificial intelligence to acquire up to 160 million shares of ordinary AMD shares. This is about 10% of the company based on 1.6 billion AMD shares. The warrant will remain on the basis of two milestones related to the volume of deployed computing power, as well as the unspecified “shares of prices for shares”.

AMD shares jumped 25% until the first call on Monday. NVIDIA shares, which have repeatedly set new record maximums this year, fell a little.

“This partnership is an important step in creating the computing power necessary to realize the full potential of AI,” said Sam Altman, General Director of Openai, in the press release. “AMD leadership in high -performance chips will allow us to accelerate progress and bring the advantages of advanced AI faster.”

The transaction is an increase for AMD in Santa Clara, California, who was left by the competitor. NvidiaThe field but it also hints at the desire of Openai to diversify its supply chain from the dominance of NVIDIA. Boom AI caused the demand for chips of NVIDIA graphics, sending its shares, soaring and making it the most valuable company in the world.

Last month, Openai and Nvidia A partnership of $ 100 billion is announced, which will add at least 10 gigavatt of computing power of data processing centers.

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