AMD(US:AMD) 智通财经网·2025-10-08 14:11Core Insights - AMD's stock rose nearly 5% to $221.94 following the announcement of a four-year, multi-billion dollar chip supply agreement with OpenAI [1] - OpenAI will deploy a total of 6 gigawatts (GW) of AMD GPU computing power over the coming years as part of the agreement [1] - OpenAI is expected to purchase up to 10% of AMD's shares, further deepening the partnership [1] Industry Impact - This collaboration reshapes the competitive landscape of the AI chip market, where NVIDIA has been the dominant player [1] - AMD's recognition by a top-tier client like OpenAI marks a significant milestone in its efforts to compete in the AI accelerator market [1] - OpenAI's strategic move enhances its diversified computing foundation to support its ambitious AGI vision [1]