OpenAI Partners AMD for 6GW Power, Challenges Nvidia

OpenAI is significantly expanding its AI infrastructure through a multi-year, multi-billion dollar partnership with AMD, securing substantial computing power. This deal includes an option for OpenAI to acquire up to a 10% stake in AMD, positioning the chipmaker to better compete with Nvidia in the AI chip market. AMD will supply its Instinct MI450 GPUs, with the first deployment of 1 gigawatt of computing power slated for the second half of 2026, and a total of 6 gigawatts planned. This collaboration is crucial for OpenAI to meet the escalating demand for its AI models, such as ChatGPT, and diversifies its supply chain beyond Nvidia. The immense power requirements for these AI deals are also straining the electric grid, prompting data centers to explore alternative power solutions. Meanwhile, the broader economic landscape sees AI as a significant driver of growth, though some economists warn it could mask underlying policy issues and create future economic instability if its promised productivity gains do not materialize. The transformative impact of AI is also reshaping industries like search marketing, requiring agencies to adapt to generative search optimization, and is prompting individuals to develop skills like resilience and creativity to future-proof their careers against job displacement. Ethical considerations surrounding AI are also prominent, with discussions on AI in DevOps security, the use of AI for propaganda by extremist groups, and the need for robust AI security frameworks like Google's Frontier Safety Framework. Even in creative fields, the use of AI, as seen with Taylor Swift's promotional videos, sparks debate and backlash.

Key Takeaways

• OpenAI has signed a multi-year, multi-billion dollar deal with AMD to secure significant AI computing power, including an option for OpenAI to acquire up to a 10% stake in AMD.
• AMD will supply its Instinct MI450 GPUs, with 6 gigawatts of computing power planned, starting with 1 gigawatt in the second half of 2026.
• This partnership aims to diversify OpenAI's semiconductor supply chain and bolster AMD's competition against Nvidia in the AI chip market.
• The substantial power demands from AI chip deals, including those with AMD and Nvidia, are straining the electric grid.
• Economists view AI as a major driver of economic growth but caution it could mask policy failures and lead to future instability.
• AI is changing the search industry, necessitating new strategies like generative search optimization for marketing agencies.
• Developing skills such as resilience, creativity, and empathy is advised to protect jobs from AI's impact.
• Ethical concerns are rising, with AI being used for extremist propaganda and debates around its application in creative content.
• Google has introduced its Frontier Safety Framework to address risks associated with advanced AI systems.
• Walmart is focusing on a people-first AI strategy, investing in frontline workers while altering job roles over the next three years.

OpenAI and AMD partner for AI infrastructure chips

OpenAI and chipmaker AMD have agreed to a partnership where AMD will supply chips for OpenAI's artificial intelligence infrastructure. The deal includes an option for OpenAI to purchase up to a 10% stake in AMD. AMD will provide its latest high-performance graphics chips, with the first deployment of 1 gigawatt of computing power expected in the second half of 2026. This collaboration aims to build the necessary computing power for AI's full potential and helps AMD compete with rivals like Nvidia.

OpenAI and AMD team up for AI infrastructure

OpenAI and AMD have announced a new partnership focused on building artificial intelligence infrastructure. This collaboration will involve AMD supplying chips to OpenAI. The agreement aims to support the growing demand for AI computing power.

OpenAI and AMD sign major AI chip supply deal

Semiconductor maker AMD will supply its chips to OpenAI as part of a new agreement to build artificial intelligence infrastructure. The deal also gives OpenAI the option to buy up to a 10% stake in AMD. AMD will provide its Instinct MI450 graphics chips, with 6 gigawatts of computing power planned, starting with 1 gigawatt in the second half of 2026. OpenAI CEO Sam Altman stated this partnership is crucial for AI's potential, while the deal boosts AMD against rival Nvidia.

Companies invest billions in AI infrastructure amid booming demand

OpenAI has partnered with AMD for a multi-year deal to supply AI chips, including an option for OpenAI to acquire up to 10% of AMD. This follows similar large investments and partnerships in the AI sector, such as Nvidia's plan to invest in OpenAI. Companies like Meta, Oracle, and Amazon are also making significant deals to secure computing power for AI development and integration into products and services.

OpenAI and AMD ink chip supply deal for AI infrastructure

OpenAI and chipmaker AMD have signed a deal for AMD to supply chips for OpenAI's AI infrastructure. The agreement includes an option for OpenAI to buy up to a 10% stake in AMD. AMD will provide its Instinct MI450 graphics chips, with 6 gigawatts of computing power to be deployed, starting in the second half of 2026. This partnership aims to secure computing resources for OpenAI's growing AI needs and diversify its supply chain.

OpenAI secures AMD chips after Nvidia agreement

OpenAI has agreed to a multi-year deal with AMD for 6 gigawatts of AI chips, following a similar agreement with Nvidia. The partnership also gives OpenAI the option to acquire up to a 10% stake in AMD. AMD's Instinct MI450 GPUs are set for deployment starting in the second half of 2026. OpenAI CEO Sam Altman emphasized the need for more computing power, stating the AMD deal is incremental to their work with Nvidia.

OpenAI partners with AMD for AI chips

OpenAI has signed a deal with chipmaker AMD to supply artificial intelligence infrastructure. The agreement also allows OpenAI to potentially acquire up to a 10% stake in AMD. This partnership is a significant move for AMD as it competes with Nvidia in the AI chip market, while OpenAI aims to expand its AI computing resources to meet growing demand for products like ChatGPT.

AMD and OpenAI strike chip deal

Advanced Micro Devices (AMD) has announced a new chip partnership with OpenAI, positioning AMD to better compete with Nvidia. As part of the deal, OpenAI will have the option to take up to a 10% stake in AMD. This agreement highlights the significant growth and investment in artificial intelligence companies and the market.

OpenAI signs multi-billion dollar chip deal with AMD

OpenAI has entered into a multi-year partnership with chipmaker Advanced Micro Devices (AMD) to secure substantial computing power for generative AI. The companies anticipate the deal will generate tens of billions in revenue for AMD over the next five years. This agreement, which includes warrants for OpenAI to potentially acquire about 10% of AMD, follows a major contract with Nvidia and diversifies OpenAI's semiconductor supply chain.

OpenAI inks multi-billion dollar chip deal with AMD

OpenAI has signed a multi-year partnership with chipmaker Advanced Micro Devices (AMD) to acquire significant computing power for its generative AI products. The deal, valued in the billions, will see AMD supply chips to OpenAI, a move that could significantly boost AMD's position in the AI chip market against competitors like Nvidia. This partnership is part of OpenAI's strategy to scale its operations and meet the increasing demand for its AI models.

OpenAI and AMD partner for AI infrastructure chips

OpenAI and chip manufacturer AMD have agreed to a partnership for building AI infrastructure, with AMD supplying chips to OpenAI. The deal includes an option for OpenAI to acquire up to a 10% stake in AMD. AMD will provide its Instinct MI450 graphics chips, aiming for 6 gigawatts of computing power, with the first deployment in the second half of 2026. This collaboration helps OpenAI secure necessary computing resources and diversifies its supply chain beyond Nvidia.

OpenAI and AMD announce 6 gigawatt AI chip partnership

OpenAI and chip manufacturer Advanced Micro Devices (AMD) have partnered to deliver six gigawatts of AI computing power. This agreement supports OpenAI's growing need for compute to run advanced AI systems. AMD will begin deploying its Instinct MI450 GPUs in the second half of 2026. AMD CEO Lisa Su highlighted the partnership as a win-win for scaling AI buildouts, and OpenAI CEO Sam Altman emphasized its importance for accelerating AI progress.

OpenAI invests billions in AMD for AI chips

OpenAI will spend billions on AMD chips through a new multiyear deal, potentially taking up to a 10% share in the semiconductor firm. This move addresses the high demand for computing power in the AI revolution and diversifies OpenAI's suppliers beyond Nvidia. The first 1 gigawatt of AMD's Instinct processors is expected to be operational in the second half of 2026.

OpenAI President: Compute power is critical for AI growth

OpenAI President Greg Brockman stated that the company needs as much computing power as possible, highlighting the industry's demand for AI services. Following a new deal with AMD for 6 gigawatts of GPUs, Brockman explained that OpenAI is working with both AMD and Nvidia to meet this demand. The partnership with AMD includes a warrant for OpenAI to acquire up to 160 million AMD shares, aiming for a long-term collaboration.

OpenAI and AMD sign AI chip supply deal

OpenAI and chipmaker AMD have agreed to a partnership for AMD to supply chips for OpenAI's AI infrastructure. The deal includes an option for OpenAI to buy up to a 10% stake in AMD. AMD will provide its Instinct MI450 graphics chips, with 6 gigawatts of computing power planned, starting with 1 gigawatt in the second half of 2026. This collaboration aims to build the necessary computing power for AI's full potential and helps AMD compete with rivals like Nvidia.

OpenAI's chip deals strain power grid

OpenAI's recent multi-billion dollar deals with AMD for 6 gigawatts and Nvidia for 10 gigawatts of AI chips highlight a critical need for more power. The increasing demand for AI compute is straining the electric grid, prompting data centers to explore self-generating power solutions. While the AMD deal incentivizes both companies, the timeline for deploying all 6 gigawatts depends on accessing sufficient power.

AI security needs runtime visibility and AI copilots

Cloud-native environments require runtime visibility for security due to their complex, dynamic nature. AI can enhance this by detecting anomalies, automating responses, and enriching data with context. While AI offers powerful solutions, it also presents risks like false positives and adversarial attacks. Experts recommend using AI as a 'copilot' rather than 'autopilot,' keeping humans in the loop for critical security decisions.

DevOps Days Philadelphia discusses AI, security, and resilience

DevOps Days Philadelphia focused on AI in DevOps, security, and resilience, with discussions on treating AI prompts as code and managing non-human identities. Sessions covered runtime security, the importance of observing live execution paths, and 'ablative resilience' where systems are treated as expendable. The event emphasized discipline, continuous practices, and evidence-based prioritization for modern security and IT operations.

AI is America's big bet amid economic challenges

Market veteran Ruchir Sharma warns that America is placing a significant bet on AI as a 'magic fix' for economic issues like labor shortages and rising debt. AI is expected to boost productivity growth, potentially stabilizing debt and easing inflation. While AI-related stocks drive market gains, Sharma cautions that if AI doesn't deliver, the U.S. economy and markets could face severe consequences.

AI boom masks Trump's policy failures, economist warns

An economist argues that the booming AI investments are masking policy blunders made during the Trump administration, such as tariffs and attacks on institutions. While AI is driving economic growth and S&P 500 gains, the non-AI economy faces challenges like stalled hiring and rising youth unemployment. The economist warns that AI's dominance could worsen these issues and lead to economic chaos, similar to past technological bubbles.

AI changes search, forcing marketing agencies to adapt

Generative AI is significantly impacting the search business, leading to zero-click searches and generative search optimization (GEO). Media agencies are now advising clients on how to ensure content discoverability as AI agents handle consumer searches. Research shows AI queries are common, and consumer trust in AI search is rising, forcing marketers to rethink brand engagement and optimize content for AI discovery.

Economist shares skills to protect jobs from AI

Economist Linda Nazareth advises developing skills like resilience, creativity, empathy, and curiosity to build 'armor' against AI's impact on jobs. She notes that AI can replace entire job functions, unlike previous technologies. Nazareth is concerned about AI replacing entry-level office jobs, potentially disrupting the pipeline for future managers. Skills that machines cannot replicate are key to future-proofing careers.

Walmart's people-first AI strategy drives success

Walmart CEO Doug McMillon is doubling down on investing in frontline workers, a strategy that has driven company success, to navigate AI transformation. Despite acknowledging AI will change jobs, Walmart plans to maintain headcount while significantly altering job roles over the next three years. This approach prioritizes fair wages, benefits, and education, aligning with public desires for ethical leadership and demonstrating a strong business case for worker investment.

AI tool maps science funding and its impact

Northwestern University researchers have created Funding the Frontier (FtF), an AI-powered visual tool that maps the impact of scientific research and its funding. FtF uses data from grants, publications, patents, and policy documents to show how investments translate into real-world outcomes. The tool aims to provide transparency, aid funders in identifying impactful research, and help maintain public trust in science.

Taylor Swift's AI video promotion sparks backlash

Pop star Taylor Swift has faced criticism for using generative AI in promotional videos for her new album. Several short videos released as part of a fan treasure hunt exhibit visual glitches and distortions characteristic of AI generation. Critics, citing Swift's past advocacy for artists and her vast resources, expressed outrage over the perceived 'cheapness' of using AI, reigniting debates about its use and potential for misinformation.

Extremists use AI for antisemitic propaganda

Extremist groups are increasingly using AI tools like chatbots and deepfake imagery to intensify antisemitic propaganda and operations against Jewish communities, according to a security bulletin. These AI tools automate disinformation, spread false narratives, and can make propaganda appear more credible. The report also notes AI's potential use in planning violent acts and highlights challenges for law enforcement in tracing and moderating AI-generated content.

Google unveils AI security strategy with Frontier Safety Framework

Google has introduced a comprehensive AI security strategy centered on its Frontier Safety Framework to mitigate risks in advanced AI systems. The strategy includes internal safeguards, collaborative tools like Model Armor to protect against prompt injection, and open-source resources. Google aims to address national security implications and future-proof against risks from artificial general intelligence (AGI) by ensuring ethical development and robust defenses.

Sources

• OpenAI and chipmaker AMD sign chip supply partnership for AI infrastructure
• OpenAI and AMD announce a new chip supply partnership to build out artificial intelligence infrastructure
• OpenAI and chipmaker AMD sign chip supply partnership for AI infrastructure
• From OpenAI to Meta, firms channel billions into AI infrastructure as demand booms
• OpenAI and chipmaker AMD sign chip supply partnership for AI infrastructure
• OpenAI and chipmaker AMD sign chip supply partnership for AI infrastructure
• OpenAI and AMD sign chip supply partnership for AI infrastructure
• AMD-OpenAI deal: Is AI appetite close to peaking?
• OpenAI signs multi-billion dollar chip deal with AMD
• OpenAI signs multi-billion dollar chip deal with AMD
• OpenAI and computer chip manufacturer AMD sign partnership for building AI infrastructure
• OpenAI, AMD announce 6 gigawatt partnership
• OpenAI to pour billions into chipmaker AMD
• OpenAI's president breaks down the AMD deal: 'We need as much computing power as we can possibly get'
• OpenAI and chipmaker AMD sign chip supply partnership for AI infrastructure
• OpenAI's new chip deals raise a tough question: Where will all the power come from?
• Runtime Visibility & AI-powered Security in Cloud-Native Environments
• DevOps Days Philadelphia 2025: Security As A Control Loop, Resilience, Runtime Risks, And How AI Is Changing It
• AI is becoming the 'magic fix' as America places 'one big bet' on it not being a bubble, market veteran warns 
• Opinion | The A.I. Boom Is Masking Trump’s Policy Blunders
• Media Buying Briefing: AI’s impact on search forces agencies to rewrite the marketing script
• An economist describes the skills that can give you 'armor' against AI changing your job
• The JUST Report: How A People-First AI Strategy Is Powering Walmart Forward
• AI tool visually maps science funding and its real-world impacts
• Billionaire Taylor Swift Uses Sloppy AI in Video for New Album
• New report warns extremist groups increasingly using AI to intensify antisemitic propaganda
• Google Unveils AI Security Strategy with Frontier Safety Framework