AMD’s Missing (Ultra Accelerator) Link (NASDAQ:AMD)
AMDAMD(US:AMD) Seeking Alpha·2025-10-10 15:20

Core Insights - Advanced Micro Devices (AMD) and OpenAI have formed a strategic partnership where OpenAI will acquire up to 6 gigawatts of AI infrastructure based on AMD products [1] Group 1: Partnership Details - OpenAI will purchase up to 6 gigawatts of AI infrastructure from AMD, indicating a significant commitment to AMD's technology [1] - The initial phase of this partnership involves the acquisition of the first gigawatt of infrastructure [1] Group 2: Background Information - Mark Hibben, who holds a master's degree in Electrical Engineering from USC, is an independent iOS developer and leads the investing group Rethink Technology, utilizing his technology sector experience for investment decisions [1]