It was only a fewer weeks agone that NVIDIA pledged a $100 cardinal finance successful OpenAI. Now, OpenAI has travel to different agreement, this clip pinch NVIDIA's competitor, AMD. OpenAI has announced a deal to usage AMD's chips to create six gigawatts worthy of AI infrastructure. AMD expects to make "tens of billions of dollars" from this agreement.
According to OpenAI, AMD will enactment "as a halfway strategical compute partner to thrust large-scale deployments" of its technology. OpenAI will usage AMD's Instinct GPUs, pinch plans to deploy nan first gigawatt of nan Instinct MI450 GPUs during nan 2nd half of 2026
"AMD’s activity successful high-performance chips will alteration america to accelerate advancement and bring nan benefits of precocious AI to everyone faster," Sam Altman, co-founder and CEO of OpenAI, said successful a statement.
The woody will besides springiness OpenAI nan chance to acquisition 160 cardinal AMD shares astatine a penny each. These shares will vest complete clip arsenic different milestones are reached — starting pinch that first 1 gigawatt deployment. Ultimately, these shares would springiness OpenAI up to a 10 percent liking successful AMD.
Agreements betwixt awesome AI players are popping up everywhere. In its caller woody pinch NVIDIA, OpenAI plans to usage nan former's chips to make astatine slightest 10 gigawatts of AI information centers. The $100 cardinal finance will travel successful waves timed to each caller gigawatt of power. This process should besides commencement during nan 2nd half of 2026.
OpenAI is besides moving pinch Microsoft connected ways to stock technology, pinch nan second having invested complete $13 cardinal successful nan erstwhile — for 49 percent of its profits. Meanwhile, Nvidia precocious invested $5 cardinal successful Intel to "seamlessly" link "the strengths of NVIDIA’s AI and accelerated computing pinch Intel’s starring CPU technologies and x86 ecosystem." Intel has besides been tasked pinch creating NVIDIA-custom x86 CPUs for nan marketplace and AI infrastructure platforms.
1 month ago
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