AMD just became OpenAI’s new wingman in the global compute race.
A long-term deal that signals one thing: AI is too big for one GPU supplier.

https://fortune.com/2025/10/06/amd-stock-jumps-on-openai-deal-as-big-tech-seeks-to-reduce-reliance-on-nvidia/
#marketstories #Semiconductors

AMD stock jumps on OpenAI deal as Big Tech seeks to reduce reliance on Nvidia

The deal represents a major win for AMD in its battle against GPU leader Nvidia, and shows how OpenAI is racing to secure the hardware it needs to scale, even as it navigates its complex ties to Nvidia.

Fortune