OpenAI taps AMD for massive compute buildout

Core Insights - Enterprises are investing heavily in generative AI, with big tech companies committing hundreds of billions of dollars to build data center capacity measured in gigawatts [3] - Data center spending reached nearly $500 billion last year, driven by hyperscale investments in AI infrastructure, with Q1 and Q2 investments increasing by 53% and 43% respectively, totaling $134 billion and $158 billion [4] - OpenAI is a significant player in the AI infrastructure space, recently expanding its commitments to build AI capacity in collaboration with Oracle and Softbank, pledging to bring seven gigawatts online over the next three years [5] Company Collaborations - OpenAI has nearly doubled its commitments to CoreWeave for compute capacity to $22.4 billion, indicating a strong partnership in the AI infrastructure buildout [6] - A strategic alliance between OpenAI and Nvidia aims to deploy 10 gigawatts of AI processing capacity, with Nvidia investing up to $100 billion in OpenAI [7] - OpenAI has entered into a deal with AMD to deploy six gigawatts of AI compute capacity, planning to activate one gigawatt of AMD Instinct MI450 series GPUs by the second half of next year [8]