The Digital Press

OpenAI has struck a deal with AMD that could give it up to a 10% stake in the chipmaker, with plans to deploy up to 6 gigawatts of AMD GPUs over several years starting in 2026.

Why it matters: The partnership secures massive GPU supply for OpenAI, critical for scaling AI models and launching new features.

The big picture: This deal complements OpenAI's recent $100 billion agreement with Nvidia, diversifying its hardware suppliers and boosting AI infrastructure.

The stakes: OpenAI's trillion-dollar buildout depends on reliable supply chains and partnerships, with risks if any link in the ecosystem falters.

Commenters say: Some express skepticism about OpenAI relying on AMD rather than developing its own hardware, questioning if this indicates a bubble.