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Another mark-moving AI chip deal: Reason to buy or is this just more 'money going in a circle'?
Wolfe Research analyst Chris Caso discussed OpenAI's AMD investment on CNBC Monday morning.
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cnbc.com
AMD stock skyrockets 23% as OpenAI looks to take stake in AI chipmaker
OpenAI will deploy up to 6 gigawatts of AMD Instinct GPUs over multiple years, beginning with a 1-gigawatt rollout in 2026.
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techcrunch.com
AMD to supply 6GW of compute capacity to OpenAI in chip deal worth tens of billions | TechCrunch
AMD has signed a multi-year chip supply deal with OpenAI that could generate tens of billions in revenue for the chipmaker, helping accelerate its momentum in the AI industry.
