openai, amd and nvidia Updates

OpenAI has inked a significant multi-year deal with chipmaker AMD, agreeing to purchase billions of dollars worth of AI infrastructure. This partnership will see OpenAI deploy 6 gigawatts of AMD's Instinct GPUs, with initial rollouts beginning in the second half of 2026. The agreement also includes a warrant for OpenAI to acquire up to 160 million AMD shares, potentially giving them a 10% stake in the company upon meeting certain milestones. This move diversifies OpenAI's chip supply beyond Nvidia and is expected to generate tens of billions in revenue for AMD, significantly boosting its position in the competitive AI chip market. In other AI-related news, Nebius Group, an AI hyperscaler valued at $32 billion, is showing strong revenue growth and has secured a long-term deal to supply AI infrastructure to Microsoft. Meanwhile, SoundHound AI, a voice-recognition technology company, is experiencing rapid revenue growth but faces questions about its high valuation. NVIDIA and Microsoft continue to be highlighted as top AI companies generating substantial profits through their GPU dominance and AI integration across products, respectively. Visa is also expanding its services by integrating stablecoins and AI into its payment networks, while BigBear.ai Holdings' stock has rallied on investor confidence in its AI solutions, though some analysts see potential downside risk.

Key Takeaways

• OpenAI has signed a multi-year deal with AMD to deploy 6 gigawatts of AMD's Instinct GPUs, starting in the second half of 2026.
• The OpenAI-AMD agreement includes a warrant for OpenAI to potentially acquire up to a 10% stake in AMD.
• This partnership is expected to generate tens of billions in revenue for AMD, strengthening its position against Nvidia in the AI chip market.
• Nebius Group, an AI hyperscaler with a $32 billion market cap, reported significant revenue growth and a new AI infrastructure deal with Microsoft.
• SoundHound AI is experiencing rapid revenue growth but faces scrutiny over its high stock valuation.
• NVIDIA and Microsoft are identified as leading AI companies profiting from GPU sales and AI integration, respectively.
• Visa is expanding its payment services by integrating stablecoins and AI technology.
• BigBear.ai Holdings' stock has rallied, but some analysts express caution due to potential downside risks.
• The OpenAI-AMD deal diversifies OpenAI's chip supply, reducing reliance on a single vendor.
• The increasing demand for AI chips is fueling significant partnerships and market competition.

OpenAI partners with AMD for AI chips, boosting AMD's stock

OpenAI has signed a major multi-billion dollar deal with chipmaker AMD to secure processors for its artificial intelligence systems. The agreement, starting in the second half of 2026, will deploy up to 6 gigawatts of AMD's high-performance GPUs. This partnership could give OpenAI about a tenth of AMD's shares. AMD's stock surged significantly on the news, while rival Nvidia's stock saw a slight dip. OpenAI CEO Sam Altman stated this deal is a key step in building the necessary computing power for AI's full potential.

AMD gets major boost in AI chip race with OpenAI deal

OpenAI has agreed to a multi-billion dollar partnership with AMD to supply artificial intelligence chips. The multi-year deal involves OpenAI deploying 6 gigawatts of AMD GPUs, beginning in the second half of 2026. OpenAI CEO Sam Altman called it a major step for AI's potential. This deal significantly helps AMD compete against Nvidia, the current leader in AI chips. The partnership also offers OpenAI a chance to gain roughly a 10% stake in AMD.

OpenAI may take 10% stake in AMD with new AI chip deal

OpenAI and AMD have finalized a deal where OpenAI will deploy 6 gigawatts of AMD's Instinct GPUs over several years, starting in 2026. As part of this agreement, AMD has issued OpenAI a warrant for up to 160 million shares, potentially giving OpenAI a 10% ownership in AMD if certain milestones are met. The deal is expected to generate billions in revenue for AMD, and its stock price rose significantly following the announcement. This partnership aims to strengthen AMD's position in the AI chip market and reduce OpenAI's reliance on a single supplier.

OpenAI-AMD pact boosts AI stocks and market ecosystem

The recent deal between OpenAI and AMD, where OpenAI will purchase billions in AI GPUs and potentially gain a 10% stake in AMD, is positively impacting the market. This agreement is expected to generate tens of billions in revenue for AMD. The partnership involves OpenAI deploying 6 gigawatts of AMD's GPUs, with initial rollouts starting in the second half of 2026. This move strengthens AMD's position in the AI chip sector and provides reassurance about the continued growth of the AI boom.

OpenAI and AMD sign multi-billion dollar AI chip supply deal

OpenAI and chipmaker AMD have announced a partnership where AMD will supply chips for OpenAI's artificial intelligence infrastructure. The deal includes OpenAI having the option to acquire up to a 10% stake in AMD. OpenAI will purchase AMD's Instinct MI450 graphics chips, with 6 gigawatts of computing power to be deployed starting in the second half of 2026. AMD's stock saw a significant increase following the announcement. This partnership diversifies OpenAI's chip supply and strengthens AMD's position against competitors like Nvidia.

OpenAI's massive AI push to use AMD chips, challenging Nvidia

In a significant move challenging Nvidia's dominance, OpenAI announced it will purchase 6 gigawatts of computing power from data centers running exclusively on AMD chips. This deal, which could result in tens of billions of dollars in revenue for AMD, includes a warrant for OpenAI to acquire up to 160 million AMD shares, potentially giving them a 10% stake. The first deployment of AMD's Instinct processors is set for the second half of 2026. This partnership diversifies OpenAI's chip sources and boosts AMD's presence in the AI market.

OpenAI inks multi-billion dollar deal with AMD for AI chips

Advanced Micro Devices (AMD) shares surged after announcing a deal with OpenAI to supply AI infrastructure, potentially generating tens of billions in new revenue. OpenAI will deploy 6 gigawatts of AMD graphics processing units over several years, starting in the second half of 2026. AMD also issued OpenAI a warrant for up to 160 million shares, representing about a 10% stake, vesting upon achievement of certain milestones. This deal is part of OpenAI's strategy to build more computing capacity and diversifies its chip suppliers beyond Nvidia.

AMD challenges Nvidia with massive OpenAI GPU deal

Advanced Micro Devices (AMD) has secured a significant deal with OpenAI to provide 6 gigawatts of Instinct GPUs for AI infrastructure, potentially leading to tens of billions in revenue for AMD. The multi-year agreement also includes an option for OpenAI to acquire up to 160 million AMD shares, representing a 10% stake, as deployment milestones are met. Initial chip deployments are scheduled to begin in the second half of 2026. This partnership positions AMD as a key competitor to Nvidia in the AI chip market.

AMD stock surges on major OpenAI AI chip deal

AMD's stock price significantly increased after the company announced a multi-year agreement to provide advanced graphics processing units (GPUs) to OpenAI. The deal involves deploying AMD Instinct GPUs to power OpenAI's infrastructure, with a total of 6 gigawatts of power across multiple generations of AI hardware. The agreement also grants OpenAI the option to take a 10% stake in AMD through a warrant for 160 million shares, vesting upon milestone achievement. This partnership strengthens AMD's competitive position against Nvidia in the AI chip market.

OpenAI strikes landmark AI chip deal with AMD, shares jump

Shares of Advanced Micro Devices (AMD) rose sharply after OpenAI announced a multi-year partnership to deploy up to 6 gigawatts of AMD's Instinct GPUs. This significant deal, which could lead to OpenAI taking up to a 10% stake in AMD, positions AMD as a key supplier for OpenAI's expanding AI infrastructure. The agreement includes a warrant for up to 160 million AMD shares, vesting based on deployment and stock price milestones. This partnership underscores OpenAI's strategy to diversify chip suppliers amid high global demand.

OpenAI backs AMD with major AI chip deal and potential stake

OpenAI has signed a significant deal with chipmaker Advanced Micro Devices (AMD), potentially taking up to a 10% stake in the company. Under the multiyear agreement, OpenAI will purchase AMD's AI chips for its data centers, totaling six gigawatts of electrical power, with the first deployment of AMD Instinct MI450 GPUs starting in the second half of 2026. This partnership is expected to generate tens of billions in revenue for AMD and reinforces OpenAI's strategy to diversify its chip supply beyond Nvidia.

OpenAI and AMD announce massive AI partnership, boosting AMD stock

OpenAI is making a significant investment in Advanced Micro Devices (AMD) through a multi-year deal to purchase several generations of AI chips. This partnership could lead to OpenAI holding nearly a 10% stake in AMD if certain milestones are met. AMD expects the deal to generate tens of billions of dollars in revenue. OpenAI will deploy 6 gigawatts of AMD's chips, with the first 1 gigawatt deployment starting in the second half of 2026. This collaboration highlights the growing demand for AI chips and increases competition for Nvidia.

AMD to supply OpenAI with AI computing infrastructure

Advanced Micro Devices (AMD) announced a major partnership to provide computing power for OpenAI's artificial intelligence infrastructure. The deal involves AMD supplying GPUs to support 6 gigawatts of computing power, with the first deployment of MI450 chips starting in the second half of 2026. AMD's CFO stated the partnership is expected to deliver tens of billions in revenue and accelerate OpenAI's AI buildout. The agreement also includes a warrant for OpenAI to acquire up to 160 million AMD shares upon achieving specific milestones.

OpenAI partners with AMD for 6 Gigawatts of AI hardware

OpenAI has entered a large-scale partnership with AMD, agreeing to purchase billions of dollars worth of AI infrastructure, totaling 6 gigawatts of next-generation hardware. The deal includes a warrant for OpenAI to purchase 160 million shares of AMD common stock, potentially giving them a 10% stake based on deployment milestones. The first deployment of AMD Instinct MI450 GPUs is set for the second half of 2026. This partnership aims to strengthen AMD's position in the AI hardware market and provides OpenAI with a significant alternative to Nvidia.

AMD and OpenAI partnership to fuel AI growth

AMD has secured a major deal with OpenAI, agreeing to deploy 6 gigawatts of AMD GPUs for OpenAI's next-generation AI infrastructure, starting in the second half of 2026 with AMD Instinct MI450 GPUs. This multi-year commitment is expected to generate tens of billions in annual revenue for AMD. The agreement also includes a performance-based warrant for OpenAI to acquire up to 160 million AMD shares, potentially giving them a 10% ownership. This partnership boosts AMD's credibility in the AI market and provides OpenAI with crucial hardware alongside its Nvidia investments.

Nebius Group stock shows strong AI growth potential

Nebius Group, an AI hyperscaler with a market cap of $32 billion, is identified as a potentially high-growth stock. The company focuses on AI infrastructure and has expanded into autonomous vehicles and online tech education. Nebius Group has experienced significant revenue growth, with a 625% increase year-over-year in Q2 2025. While not currently valued at a level to turn $10,000 into $1 million, its early market entry, explosive growth, and capable management suggest strong long-term potential for investors.

SoundHound AI stock: High growth but expensive valuation

SoundHound AI, a company specializing in voice-recognition technology, is experiencing rapid growth, with revenue increasing 217% year-over-year in Q2. The company's products are being adopted across various industries, including finance and food service. However, the article questions whether SoundHound AI stock can deliver millionaire-maker returns due to its expensive valuation, trading at nearly 50 times sales. While sustained high growth is possible, maintaining this valuation multiple is unlikely, suggesting cautious investment.

NVIDIA and Microsoft are top AI money-printing stocks

NVIDIA and Microsoft are highlighted as top AI stocks that are generating substantial profits. NVIDIA's GPUs are essential for AI model training and running, leading to explosive revenue growth in its data center segment. Microsoft is integrating AI across its products, including Azure and Office, and its investment in OpenAI is further strengthening its position. Both companies are benefiting significantly from the AI revolution, making them strong performers in the market.

SoundHound AI stock's millionaire potential questioned

SoundHound AI, a voice-recognition technology company, shows rapid growth with a 217% year-over-year revenue increase in Q2, driven partly by acquisitions. Its technology is used in multiple industries, including finance and restaurants. However, the stock trades at a high valuation of nearly 50 times sales, raising questions about its potential to turn a $10,000 investment into $1 million. While sustained growth is possible, the current valuation may be difficult to maintain long-term.

Nebius Group's AI infrastructure deal with Microsoft analyzed

Nebius Group's share price has gained momentum following a long-term deal to supply AI infrastructure and GPU capacity to Microsoft. This agreement validates Nebius's capabilities in providing essential computing power for AI development. As AI adoption grows, the demand for specialized infrastructure like Nebius's is expected to increase significantly. Investors are watching how Nebius leverages this partnership with Microsoft to scale operations and maintain its competitive edge in the evolving AI landscape.

AMD stock jumps on OpenAI deal, challenging Nvidia's AI dominance

AMD's stock price surged significantly after announcing a long-term partnership with OpenAI to become a key supplier of AI chips. This multiyear deal could generate tens of billions in annual revenue for AMD and marks a major AI infrastructure commitment outside of Nvidia. OpenAI CEO Sam Altman stated the deal is incremental to their work with Nvidia, emphasizing the need for more compute power. The agreement includes a performance-based stock warrant for OpenAI, potentially giving them up to a 10% stake in AMD.

Visa expands digital assets and AI integration

Visa is enhancing its payment services by integrating stablecoins into its Visa Direct network and launching an AI-powered hub for commercial solutions. These advancements aim to create seamless digital payment experiences by combining digital assets and artificial intelligence. Visa's pilot program for integrating pre-funded stablecoins in cross-border payments could help maintain its central role in global remittances. While these innovations show Visa's adaptability, the company faces ongoing risks from alternative payment systems that could impact its transaction revenues.

BigBear.ai stock rallies, but AI Analyst sees downside risk

BigBear.ai Holdings (BBAI) stock has seen a significant rally year-to-date, driven by investor confidence in its AI solutions for defense and critical infrastructure. However, TipRanks' AI Analyst maintains a Neutral stance, citing weak Q2 revenue due to federal contract disruptions. Despite a strong cash balance and strategic opportunities, the analyst's price target suggests a potential downside from current levels. Wall Street analysts currently hold a Moderate Buy consensus rating for BBAI stock.

Sources

• OpenAI signs huge chip deal with AMD, and AMD stock soars
• OpenAI just gave AMD a big boost in the AI chip wars
• OpenAI looks to take 10% stake in AMD through AI chip deal worth billions
• OpenAI-AMD pact adds fuel to boom, boosting AI stocks
• OpenAI and chipmaker AMD sign chip supply partnership for AI infrastructure
• Major challenge to Nvidia: OpenAI’s massive new computing push will run on AMD chips
• OpenAI Signs AMD Chips Deal Worth Tens of Billions of Dollars
• AMD Strikes Blow in AI Chip War With OpenAI Deal
• AMD stock soars after company inks a major deal with OpenAI
• AMD Shares Jump 25% as OpenAI Strikes Landmark AI Chip Deal
• OpenAI lifts another AI laggard with big plans for AMD
• OpenAI and AMD Announce Massive AI Partnership, Sending AMD Shares Soaring
• AMD announces major partnership with OpenAI for AI computing infrastructure
• OpenAI partners with AMD to deploy 6 Gigawatts of AI hardware
• AI Enters A New Era: AMD OpenAI Partnership Will Fuel More Growth
• Can Investing $10,000 in Nebius Group Stock Make You a Millionaire?
• Could SoundHound AI Stock Help You Become a Millionaire? @themotleyfool #stocks $SOUN
• These 2 AI Stocks Are Money-Printing Machines
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• Nebius Group (NasdaqGS:NBIS): Assessing Valuation After Major AI Infrastructure Deal With Microsoft
• AMD stock soars after striking a landmark deal with OpenAI — part of Sam Altman’s bid to loosen Nvidia’s grip on AI
• Is Visa’s (V) Digital Asset and AI Expansion Altering Its Investment Case?
• BigBear.ai Holdings Stock (BBAI) Continues to Soar Higher. Does AI Analyst See More Upside?